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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 %
WIA
1026
Wealthstreet Investment Advisors
Texas
$228K – – –
TFS
1027
TrustCore Financial Services
Tennessee
$226K +$403 +10 +0.2%
VBFG
1028
Vishria Bird Financial Group
Tennessee
$222K – – –
SCM
1029
Schnieders Capital Management
California
$221K – – –
BCA
1030
Bray Capital Advisors
Florida
$221K – – –
PC
1031
Port Capital
Illinois
$221K +$221K +5,490 New
SS
1032
Sunbelt Securities
Texas
$219K -$2.21K -55 -1%
ME
1033
McIlrath & Eck
Washington
$219K +$187K +4,650 +581%
FUBT
1034
First United Bank & Trust
Maryland
$217K – – –
CPIA
1035
Cornell Pochily Investment Advisors
New York
$217K +$6.22K +155 +3%
NCM
1036
Northwest Capital Management
Oregon
$217K +$217K +5,385 New
NAM
1037
North American Management
Massachusetts
$215K -$43.6K -1,085 -17%
WAOTB
1038
Wealth Advisors of Tampa Bay
Florida
$215K – – –
PLFAM
1039
Pineno Levin & Ford Asset Management
Virginia
$215K – – –
VR
1040
Viridian RIA
Washington
$215K +$215K +5,355 New
HCM
1041
Hall Capital Management
Rhode Island
$214K – – –
DIA
1042
Dana Investment Advisors
Wisconsin
$213K -$158K -3,925 -43%
WCWM
1043
Willow Creek Wealth Management
California
$213K +$213K +5,280 New
IC
1044
InterOcean Capital
Illinois
$212K -$29.2K -725 -12%
RM
1045
Resource Management
Louisiana
$211K +$211K +5,235 New
NPP
1046
New Potomac Partners
Maryland
$209K -$24.3K -605 -10%
RCG
1047
Ruggie Capital Group
Florida
$209K +$77.8K +1,930 +59%
WBC
1048
West Branch Capital
Massachusetts
$208K -$17.3K -430 -8%
CBTWT
1049
Community Bank & Trust (Waco, Texas)
Texas
$207K +$207K +5,130 New
CI
1050
Cambiar Investors
Colorado
$205K -$202K -5,030 -50%
40 41
42
43 44