IJH icon

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 %
GCA
951
Gradient Capital Advisors
California
$262K – – –
WPP
952
Whalerock Point Partners
Rhode Island
$261K – – –
DWM
953
Doyle Wealth Management
Florida
$260K -$41.8K -1,115 -14%
WIC
954
Woodmont Investment Counsel
Tennessee
$260K – – –
PP
955
Patten & Patten
Tennessee
$258K +$9.38K +250 +4%
RFWA
956
RPg Family Wealth Advisory
Massachusetts
$258K +$94.7K +2,525 +58%
CFA
957
Capstone Financial Advisors
Illinois
$257K – – –
ZF
958
Zhang Financial
Michigan
$256K – – –
SMG
959
Smart Money Group
Texas
$255K -$12K -320 -5%
CIS
960
Connors Investor Services
Pennsylvania
$255K – – –
MWP
961
MYCIO Wealth Partners
Pennsylvania
$255K +$937 +25 +0.4%
HA
962
Harborview Advisors
Maine
$255K +$15.2K +405 +6%
T. Rowe Price Associates
963
T. Rowe Price Associates
Maryland
$254K -$18.7K -500 -7%
HFA
964
Huber Financial Advisors
Illinois
$252K +$187 +5 +0.1%
BIAS
965
Beacon Investment Advisory Services
New Jersey
$249K – – –
SCP
966
Sandhill Capital Partners
New York
$247K +$563 +15 +0.2%
SMH
967
Sanders Morris Harris
Texas
$246K +$246K +6,540 New
RW
968
REDW Wealth
New Mexico
$245K – – –
KFC
969
Klingenstein Fields & Co
New York
$244K +$751 +20 +0.3%
HT
970
Heritage Trust
Oklahoma
$243K +$177K +4,715 +269%
CCM
971
Covington Capital Management
California
$242K -$183K -4,875 -43%
BMO
972
Beck Mack & Oliver
New York
$242K – – –
FNB
973
Farmers National Bank
Kentucky
$242K – – –
PCA
974
Peddock Capital Advisors
Massachusetts
$240K -$22.3K -595 -8%
MM
975
Meridian Management
Arkansas
$239K – – –
37 38
39
40 41