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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,121 hedge funds and large institutions have $30.5B invested in iShares Core S&P Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 489 increasing their positions, 395 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+25
Holders Change %
+2.28%
% of All Funds
25.73%
Holding in Top 10
227
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.13%
% of All Funds
5.21%
New
86
Increased
489
Reduced
395
Closed
51
Calls
$39.8M
Puts
$15M
Net Calls
+$24.8M
Net Calls Change
+$13.2M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$716M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$137M
3
LPL Financial
LPL Financial
California
+$131M
4
Ameriprise
Ameriprise
Minnesota
+$92M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$86.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$132M
2
Bank of America
Bank of America
North Carolina
-$69.1M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$46.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$42.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
926
Barber Financial Group
Kansas
$288K -$3.38K -90 -1%
NCM
927
Noesis Capital Mangement
Florida
$288K – – –
WA
928
Winfield Associates
Ohio
$288K +$18.8K +500 +7%
EA
929
Elm Advisors
California
$285K -$10.3K -275 -3%
PAM
930
Peak Asset Management
Colorado
$284K – – –
LAIC
931
Lederer & Associates Investment Counsel
California
$284K +$5.62K +150 +2%
GC
932
Gibson Capital
Pennsylvania
$282K – – –
MS
933
Marshall & Sullivan
Washington
$281K – – –
RWG
934
Regal Wealth Group
California
$278K -$8.62K -230 -3%
CSM
935
CAMG Solamere Management
North Carolina
$278K – – –
SC
936
Scotia Capital
Ontario, Canada
$277K +$277K +7,390 New
MWAC
937
Mariner Wealth Advisors (Cincinnati)
Ohio
$275K -$78.5K -2,090 -22%
GD
938
Grandfield & Dodd
New York
$275K – – –
SWM
939
Segment Wealth Management
Texas
$275K +$275K +7,325 New
RCM
940
Radnor Capital Management
Pennsylvania
$274K – – –
TSW
941
Thompson Siegel & Walmsley
Virginia
$271K – – –
VCM
942
Vivaldi Capital Management
Illinois
$270K – – –
OAM
943
Oak Asset Management
California
$270K +$71.3K +1,900 +36%
JPMIA
944
J.P. Marvel Investment Advisors
Massachusetts
$269K – – –
PO
945
Private Ocean
California
$269K +$117K +3,130 +77%
CANC
946
Culbertson A N & Co
Virginia
$266K +$1.88K +50 +0.7%
PG
947
Proffitt & Goodson
Tennessee
$265K -$56.3K -1,500 -18%
SAM
948
Silvercrest Asset Management
New York
$265K -$19.7K -525 -7%
FLI
949
Family Legacy Inc
South Carolina
$264K +$3.75K +100 +1%
KCPG
950
Kavar Capital Partners Group
Kansas
$263K -$75.1K -2,000 -22%
36 37
38
39 40