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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 %
SWA
1001
SFMG Wealth Advisors
Texas
$211K +$211K +5,625 New
TFS
1002
TrustCore Financial Services
Tennessee
$210K -$16.7K -445 -7%
UR
1003
USCA RIA
Texas
$207K -$78.2K -2,090 -27%
CRWM
1004
Castle Rock Wealth Management
California
$204K -$10.7K -285 -5%
CIC
1005
Cornercap Investment Counsel
Georgia
$201K -$939 -25 -0.5%
FAT
1006
First American Trust
California
$201K – – –
ACI
1007
Alpha Cubed Investments
California
$201K +$201K +5,345 New
PLFAM
1008
Pineno Levin & Ford Asset Management
Virginia
$200K – – –
SCM
1009
Schnieders Capital Management
California
$200K – – –
KF
1010
Krilogy Financial
Missouri
$195K +$48.1K +1,280 +33%
NPP
1011
New Potomac Partners
Maryland
$191K -$7.49K -200 -4%
FCAG
1012
First Capital Advisors Group
New Jersey
$190K +$190K +5,070 New
SIM
1013
Sonora Investment Management
Arizona
$186K +$62.1K +1,655 +50%
MFW
1014
Mosaic Family Wealth
Missouri
$181K – – –
BCA
1015
Bray Capital Advisors
Florida
$176K +$176K +4,685 New
FA
1016
Fortis Advisors
Pennsylvania
$157K +$372 +10 +0.2%
VCM
1017
Vigilant Capital Management
Maine
$150K – – –
FMB
1018
Field & Main Bank
Kentucky
$150K – – –
GI
1019
Gradient Investments
Minnesota
$149K -$98.8K -2,640 -40%
LJHT
1020
Laurie J. Hall Trustee
$146K – – –
SFM
1021
Signet Financial Management
New Jersey
$142K +$142K +3,775 New
GBBWRPM
1022
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$140K +$140K +3,745 New
Simplex Trading
1023
Simplex Trading
Illinois
$140K +$140K +3,755 New
JCM
1024
Jacobi Capital Management
Pennsylvania
$138K +$183 +5 +0.1%
First Manhattan
1025
First Manhattan
New York
$136K – – –
39 40
41
42 43