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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 %
CCP
976
Corient Capital Partners
California
$361K +$361K +10,875 New
MCIA
977
Mountain Capital Investment Advisors
Colorado
$357K +$83.6K +2,520 +31%
LC
978
Lourd Capital
California
$356K -$18.4K -555 -5%
JFG
979
JMG Financial Group
Illinois
$356K +$356K +10,725 New
ACM
980
Aviance Capital Management
Florida
$355K -$280K -8,430 -44%
LA
981
LexAurum Advisors
Kansas
$352K +$25.1K +755 +8%
LWM
982
Liberty Wealth Management
California
$352K +$352K +10,625 New
FI
983
Financial Insights
Washington
$351K +$351K +9,575 New
MPI
984
Mairs & Power Inc
Minnesota
$350K – – –
TTWM
985
TCV Trust & Wealth Management
Virginia
$349K – – –
BFA
986
Bragg Financial Advisors
North Carolina
$349K +$2.66K +80 +0.8%
FCFS
987
First Command Financial Services
Texas
$349K +$59.6K +1,795 +21%
FCB
988
First Command Bank
Texas
$349K +$59.6K +1,795 +21%
ANB
989
Amarillo National Bank
Texas
$347K – – –
BCM
990
Breiter Capital Management
Florida
$347K +$2.49K +75 +0.7%
ACI
991
Alpha Cubed Investments
California
$347K +$80.8K +2,435 +30%
CA
992
CapWealth Advisors
Tennessee
$345K – – –
G
993
Gainplan
Michigan
$345K +$1.33K +40 +0.4%
BA
994
Boston Advisors
Massachusetts
$342K +$18.4K +555 +6%
TB
995
Terril Brothers
Missouri
$341K – – –
ZF
996
Zhang Financial
Michigan
$340K +$108K +3,250 +47%
GG
997
GenWealth Group
New Jersey
$338K +$12.1K +365 +4%
EC
998
Estate Counselors
Wisconsin
$336K -$3.32K -100 -1%
DCM
999
Dimension Capital Management
Florida
$334K – – –
MCM
1000
Monument Capital Management
Virginia
$334K +$41.8K +1,260 +14%
38 39
40
41 42