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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
$1.17B
4
HT
Hefren-Tillotson
Pennsylvania
$109M
5
Creative Planning
Creative Planning
Kansas
$355M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$655M
2
CWM
Cornerstone Wealth Management
Missouri
$6.3M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$0
4
HNB
Huntington National Bank
Ohio
$164M
5
USAA
United Services Automobile Association
Texas
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
76
Cerity Partners OCIO
New York
$52M -$3.68M -110,835 -7%
USAA
77
United Services Automobile Association
Texas
$51.3M -$93.9M -2,827,305 -65%
FI
78
FormulaFolio Investments
Michigan
$50.6M – – –
AllianceBernstein
79
AllianceBernstein
Tennessee
$50.4M -$469K -14,115 -0.9%
SIC
80
Sigma Investment Counselors
Michigan
$50.3M -$3.26M -98,030 -6%
AFG
81
Arkansas Financial Group
Arkansas
$50.2M +$3.66M +110,160 +8%
KPAG
82
KLS Professional Advisors Group
New York
$49.9M +$1.29M +38,815 +3%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$49.5M -$1.2M -36,095 -2%
LWA
84
Lenox Wealth Advisors
New York
$47.5M +$1.07M +32,345 +2%
VFA
85
Voya Financial Advisors
Connecticut
$44.6M +$2.04M +62,120 +5%
VC
86
Vicus Capital
Pennsylvania
$44.4M -$3.4M -102,420 -7%
GHA
87
GW Henssler & Associates
Georgia
$43.8M -$119K -3,575 -0.3%
CIA
88
Capital Investment Advisors
Georgia
$43.4M -$457K -13,770 -1%
FMI
89
Factory Mutual Insurance
Massachusetts
$42.7M -$41.5M -1,250,000 -49%
HighTower Advisors
90
HighTower Advisors
Illinois
$42.4M +$1.81M +54,600 +4%
TC
91
Telemus Capital
Michigan
$42.3M +$1.85M +55,840 +5%
FAAS
92
First Allied Advisory Services
California
$42.2M +$2.11M +63,800 +5%
PFM
93
Phillips Financial Management
Indiana
$41.5M -$1.17M -35,225 -3%
BP
94
Ballentine Partners
Massachusetts
$41.5M -$364K -10,975 -0.9%
Bessemer Group
95
Bessemer Group
New Jersey
$41.1M -$7.7M -231,780 -16%
MSA
96
Mason Street Advisors
Wisconsin
$41M +$21.3M +641,050 +108%
MCM
97
MAI Capital Management
Ohio
$40.8M -$3.61M -108,565 -8%
AA
98
ALPS Advisors
Colorado
$40.6M -$1.76M -53,115 -4%
OAM
99
Oppenheimer Asset Management
New York
$40.5M +$180K +5,405 +0.4%
TFO
100
Tarbox Family Office
California
$39.1M +$859K +25,865 +2%
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