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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 %
LSAG
1001
Lake Street Advisors Group
New Hampshire
$220K -$10.7K -275 -5%
LFPWM
1002
Leicht Financial Planning & Wealth Management
New Jersey
$220K +$220K +5,600 New
TFS
1003
TrustCore Financial Services
Tennessee
$218K – – –
NFG
1004
NewFocus Financial Group
Washington
$218K +$218K +5,605 New
WBC
1005
West Branch Capital
Massachusetts
$218K +$218K +5,610 New
VBFG
1006
Vishria Bird Financial Group
Tennessee
$215K +$215K +5,515 New
SCM
1007
Schnieders Capital Management
California
$214K +$6.23K +160 +3%
BCA
1008
Bray Capital Advisors
Florida
$214K +$31.2K +800 +17%
SS
1009
Sunbelt Securities
Texas
$214K +$214K +5,500 New
FUBT
1010
First United Bank & Trust
Maryland
$210K +$210K +5,380 New
PLFAM
1011
Pineno Levin & Ford Asset Management
Virginia
$208K – – –
WAOTB
1012
Wealth Advisors of Tampa Bay
Florida
$208K +$208K +5,330 New
SSP
1013
Sapphire Star Partners
Washington
$208K +$208K +5,340 New
HCM
1014
Hall Capital Management
Rhode Island
$207K +$207K +5,315 New
KF
1015
Krilogy Financial
Missouri
$204K +$1.95K +50 +1%
BF
1016
Blankinship & Foster
California
$204K +$204K +5,230 New
CPIA
1017
Cornell Pochily Investment Advisors
New York
$204K +$204K +5,255 New
DCM
1018
Dupont Capital Management
Delaware
$195K +$195K +5,000 New
SIM
1019
Sonora Investment Management
Arizona
$193K – – –
JA
1020
JOYN Advisors
Georgia
$183K +$94K +2,410 +106%
FA
1021
Fortis Advisors
Pennsylvania
$182K +$15.8K +400 +9%
SWP
1022
Strategic Wealth Partners
Ohio
$174K +$164K +4,210 +1,589%
FMB
1023
Field & Main Bank
Kentucky
$158K – – –
VCM
1024
Vigilant Capital Management
Maine
$156K – – –
WWM
1025
Wagner Wealth Management
South Carolina
$154K +$39.9K +1,025 +35%
39 40
41
42 43