IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

942 hedge funds and large institutions have $26.3B invested in iShares Core S&P Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 432 increasing their positions, 309 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+9
Holders Change %
+0.96%
% of All Funds
23.52%
Holding in Top 10
189
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.07%
% of All Funds
4.72%
New
66
Increased
432
Reduced
309
Closed
45
Calls
$47.3M
Puts
$9.13M
Net Calls
+$38.2M
Net Calls Change
+$17.1M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$294M
2
Bank of America
Bank of America
North Carolina
+$130M
3
LPL Financial
LPL Financial
California
+$85.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$65.8M
5
Ameriprise
Ameriprise
Minnesota
+$55M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$429M
2
BlackRock
BlackRock
New York
-$353M
3
CM
Churchill Management
California
-$201M
4
UBS Group
UBS Group
Switzerland
-$134M
5
Goldman Sachs
Goldman Sachs
New York
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMIO
926
Beacon Capital Management Inc (Ohio)
Ohio
$13K +$13K +370 New
VCM
927
Versant Capital Management
Arizona
$12K +$8.11K +240 +209%
BL
928
Balentine LLC
Georgia
$11K +$11K +320 New
CCM
929
Cribstone Capital Management
Maine
$10K -$15.3K -445 -61%
ADL
930
Asset Dedication LLC
California
$9K – – –
MFW
931
Mosaic Family Wealth
Missouri
$8K -$1.49K -40 -16%
EWM
932
Edge Wealth Management
New York
$7K – – –
AWM
933
AllSquare Wealth Management
New York
$7K +$7K +185 New
SIM
934
Sonora Investment Management
Arizona
$6.08K – – –
SA
935
SRH Advisors
Kansas
$6K +$6K +165 New
FMP
936
Financial Management Professionals
Texas
$5K – – –
CFN
937
Cordasco Financial Network
Florida
$4K – – –
BGC
938
Blue Granite Capital
South Carolina
$4K +$4K +100 New
OFW
939
Omnia Family Wealth
Florida
$4K +$4K +125 New
MIM
940
Macroview Investment Management
Maryland
$3K – – –
SWA
941
Sutton Wealth Advisors
Florida
$1.97K – – –
TCM
942
TD Capital Management
Tennessee
$1K – – –
LWA
943
Lowe Wealth Advisors
Maryland
$1K – – –
SC
944
SouthState Corp
Florida
$839 +$129 +3,600 +18%
CM
945
Churchill Management
California
– -$201M -5,768,075 Closed
PAS
946
Park Avenue Securities
New York
– -$15.9M -456,765 Closed
FTIOP
947
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$11.9M -341,225 Closed
HA
948
Harfst & Associates
Wyoming
– -$9.89M -284,325 Closed
Squarepoint
949
Squarepoint
New York
– -$7.96M -228,730 Closed
Capital Fund Management (CFM)
950
Capital Fund Management (CFM)
France
– -$4.61M -132,500 Closed
36 37
38
39 40