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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,130 hedge funds and large institutions have $31.9B invested in iShares Core S&P Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 503 increasing their positions, 361 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
25.91%
Holding in Top 10
234
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.08%
% of All Funds
5.36%
New
65
Increased
503
Reduced
361
Closed
47
Calls
$70M
Puts
$11.9M
Net Calls
+$58.1M
Net Calls Change
+$33.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$201M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$109M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$103M
4
Bank of America
Bank of America
North Carolina
+$81.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$80.3M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$739M
2
HNB
Huntington National Bank
Ohio
-$126M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.6M
4
AF
Ally Financial
Michigan
-$25.3M
5
PP
Pegasus Partners
Wisconsin
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCPG
951
Kavar Capital Partners Group
Kansas
$273K – – –
KFC
952
Klingenstein Fields & Co
New York
$273K +$19.5K +500 +8%
GCA
953
Gradient Capital Advisors
California
$272K – – –
ZF
954
Zhang Financial
Michigan
$272K – – –
WPP
955
Whalerock Point Partners
Rhode Island
$271K – – –
HFS
956
Haverford Financial Services
Pennsylvania
$266K -$37K -950 -12%
BCA
957
Bay Colony Advisors
Massachusetts
$266K +$266K +6,820 New
T. Rowe Price Associates
958
T. Rowe Price Associates
Maryland
$264K – – –
SCP
959
Sandhill Capital Partners
New York
$263K +$7K +180 +3%
PG
960
Proffitt & Goodson
Tennessee
$259K -$15.6K -400 -6%
HFA
961
Huber Financial Advisors
Illinois
$259K -$3.31K -85 -1%
BIAS
962
Beacon Investment Advisory Services
New Jersey
$258K – – –
HCM
963
Howland Capital Management
Massachusetts
$258K +$258K +6,625 New
HT
964
Heritage Trust
Oklahoma
$257K +$5.64K +145 +2%
JC
965
Jentner Corp
Ohio
$257K +$27.3K +700 +12%
FAT
966
First American Trust
California
$257K +$48.5K +1,245 +23%
RW
967
REDW Wealth
New Mexico
$254K – – –
NAM
968
North American Management
Massachusetts
$251K -$84.4K -2,165 -25%
FNB
969
Farmers National Bank
Kentucky
$251K – – –
CCM
970
Covington Capital Management
California
$251K – – –
DJSG
971
D.J. St. Germain
Massachusetts
$250K +$250K +6,420 New
MM
972
Meridian Management
Arkansas
$248K – – –
BBA
973
BLB&B Advisors
Pennsylvania
$248K +$20.1K +515 +9%
HA
974
Harborview Advisors
Maine
$245K -$19.8K -510 -7%
PFGIA
975
Patriot Financial Group Insurance Agency
Massachusetts
$243K -$591K -15,180 -71%
37 38
39
40 41