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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 %
BCP
1001
Blue Chip Partners
Michigan
$245K +$804 +20 +0.3%
EHC
1002
Everett Harris & Co
California
$244K – – –
WIC
1003
Woodmont Investment Counsel
Tennessee
$244K +$244K +6,055 New
PCA
1004
Peddock Capital Advisors
Massachusetts
$243K -$603 -15 -0.2%
AEPG
1005
American Economic Planning Group
New Jersey
$243K +$403 +10 +0.2%
HA
1006
Harborview Advisors
Maine
$242K -$11.3K -280 -4%
Toronto Dominion Bank
1007
Toronto Dominion Bank
Ontario, Canada
$241K – – –
NFG
1008
NewFocus Financial Group
Washington
$241K +$14.9K +370 +7%
FFW
1009
Fusion Family Wealth
New York
$240K -$114K -2,830 -32%
HCM
1010
Howland Capital Management
Massachusetts
$240K -$26.6K -660 -10%
MWM
1011
Meridian Wealth Management
Kentucky
$239K -$85.2K -2,120 -26%
JC
1012
Jentner Corp
Ohio
$238K -$28.2K -700 -11%
AssetMark Inc
1013
AssetMark Inc
California
$238K -$805 -20 -0.3%
KM
1014
Kalos Management
Georgia
$238K +$238K +5,915 New
PD
1015
Planning Directions
Pennsylvania
$237K +$237K +5,875 New
BRWM
1016
B. Riley Wealth Management
Tennessee
$237K +$237K +5,895 New
DWA
1017
Douglass Winthrop Advisors
New York
$236K +$236K +5,850 New
HWM
1018
Holloway Wealth Management
Florida
$234K – – –
FCIM
1019
Fairview Capital Investment Management
California
$234K – – –
PO
1020
Private Ocean
California
$233K +$201 +5 +0.1%
LFA
1021
Landmark Financial Advisors
Kentucky
$233K +$233K +5,795 New
HBT
1022
Hills Bank & Trust
Iowa
$231K – – –
NB
1023
Nicolet Bankshares
Wisconsin
$231K – – –
DJSG
1024
D.J. St. Germain
Massachusetts
$230K -$28.1K -700 -11%
LSAG
1025
Lake Street Advisors Group
New Hampshire
$228K – – –
39 40
41
42 43