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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,171 hedge funds and large institutions have $35.6B invested in iShares Core S&P Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 549 increasing their positions, 363 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+41
Holders Change %
+3.63%
% of All Funds
26.81%
Holding in Top 10
229
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.14%
% of All Funds
5.24%
New
78
Increased
549
Reduced
363
Closed
31
Calls
$50.5M
Puts
$11.5M
Net Calls
+$38.9M
Net Calls Change
-$19.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$911M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$172M
3
BlackRock
BlackRock
New York
+$172M
4
FCAS
First Command Advisory Services
Texas
+$152M
5
LPL Financial
LPL Financial
California
+$109M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$131M
2
State Street
State Street
Massachusetts
-$98.5M
3
JFA
JNBA Financial Advisors
Minnesota
-$45.8M
4
MSA
Mason Street Advisors
Wisconsin
-$28.8M
5
QIM
Quantitative Investment Management
Virginia
-$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
976
Haverford Financial Services
Pennsylvania
$275K – – –
BCA
977
Bay Colony Advisors
Massachusetts
$275K +$201 +5 +0.1%
PR
978
Payden & Rygel
California
$274K +$274K +6,800 New
T. Rowe Price Associates
979
T. Rowe Price Associates
Maryland
$273K – – –
PG
980
Proffitt & Goodson
Tennessee
$268K – – –
HFA
981
Huber Financial Advisors
Illinois
$268K +$403 +10 +0.2%
BIAS
982
Beacon Investment Advisory Services
New Jersey
$267K – – –
FAT
983
First American Trust
California
$266K – – –
HT
984
Heritage Trust
Oklahoma
$266K – – –
CAG
985
Crestwood Advisors Group
Massachusetts
$264K +$264K +6,560 New
RW
986
REDW Wealth
New Mexico
$263K – – –
GCA
987
Gradient Capital Advisors
California
$262K -$18.9K -470 -7%
BRM
988
Boston Research & Management
Massachusetts
$261K +$30.4K +755 +13%
SEI Investments
989
SEI Investments
Pennsylvania
$260K -$2.11M -52,505 -89%
CCM
990
Covington Capital Management
California
$260K – – –
RI
991
Ridgewood Investments
New Jersey
$260K +$260K +6,460 New
CAG
992
Csenge Advisory Group
Florida
$259K -$232K -6,325 -47%
SWM
993
Segment Wealth Management
Texas
$259K -$62.5K -1,550 -19%
MM
994
Meridian Management
Arkansas
$257K – – –
PFGIA
995
Patriot Financial Group Insurance Agency
Massachusetts
$257K +$6.23K +155 +2%
CBA
996
Coastal Bridge Advisors
Connecticut
$251K +$6.65K +165 +3%
EWM
997
Empirical Wealth Management
Washington
$250K – – –
CWM
998
Confluence Wealth Management
Oregon
$250K +$9.05K +225 +4%
TL
999
TrueWealth LLC
Georgia
$249K -$241K – –
UR
1000
USCA RIA
Texas
$246K +$8.66K +215 +4%
38 39
40
41 42