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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,264 hedge funds and large institutions have $29.1B invested in iShares Core S&P Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 494 increasing their positions, 420 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,264
Holders Change
+93
Holders Change %
+7.94%
% of All Funds
28.21%
Holding in Top 10
250
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.17%
% of All Funds
5.58%
New
200
Increased
494
Reduced
420
Closed
95
Calls
$22.5M
Puts
$11.1M
Net Calls
+$11.4M
Net Calls Change
-$27.6M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$696M
2
FCAS
First Command Advisory Services
Texas
+$128M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$115M
4
HT
Hefren-Tillotson
Pennsylvania
+$109M
5
Creative Planning
Creative Planning
Kansas
+$90.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.04B
2
CWM
Cornerstone Wealth Management
Missouri
-$909M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$189M
4
HNB
Huntington National Bank
Ohio
-$149M
5
USAA
United Services Automobile Association
Texas
-$93.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
926
Pinnacle Wealth Management Advisory Group
New Jersey
$453K -$229K -6,905 -34%
TSWM
927
Triangle Securities Wealth Management
North Carolina
$452K +$452K +13,615 New
CFG
928
Cooper Financial Group
California
$451K +$451K +13,580 New
OCG
929
Opus Capital Group
Ohio
$445K -$15.8K -475 -3%
AIA
930
Armor Investment Advisors
North Carolina
$445K +$23.8K +715 +6%
GCA
931
Greenwood Capital Associates
South Carolina
$444K – – –
CHC
932
City Holding Co
West Virginia
$444K +$25.8K +775 +6%
HBWM
933
Hollow Brook Wealth Management
New York
$443K – – –
TIM
934
Tortoise Investment Management
New York
$435K – – –
CANC
935
Culbertson A N & Co
Virginia
$435K +$33.2K +1,000 +8%
SEI Investments
936
SEI Investments
Pennsylvania
$435K +$220K +6,630 +103%
EFS
937
Essex Financial Services
Connecticut
$432K -$39.5K -1,190 -8%
FA
938
FMA Advisory
Pennsylvania
$430K -$139K -4,190 -24%
JIC
939
Joel Isaacson & Co
New York
$423K -$5.28K -150 -1%
SCA
940
Sage Capital Advisors
South Dakota
$423K +$2.82K +85 +0.7%
LCM
941
LVM Capital Management
Michigan
$423K +$39.4K +1,185 +10%
OCM
942
One Capital Management
California
$418K -$9.97K -300 -2%
LCP
943
Legacy Capital Partners
Wisconsin
$415K +$415K +12,500 New
B
944
Brightworth
Georgia
$412K -$32K -965 -7%
HCIA
945
Hochman Cole Investment Advisors
Illinois
$411K +$1.16K +35 +0.3%
SAM
946
SP Asset Management
California
$408K +$120K +3,630 +42%
PP
947
PagnatoKarp Partners
Virginia
$408K +$408K +12,275 New
ANBT
948
American National Bank & Trust
Texas
$402K – – –
MCM
949
Murphy Capital Management
New Jersey
$401K +$61.4K +1,850 +18%
KBC Group
950
KBC Group
Belgium
$400K – – –
36 37
38
39 40