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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 %
SVCP
1026
Silicon Valley Capital Partners
California
$304K -$5.14K -155 -2%
LDB
1027
Lee, Danner & Bass
Tennessee
$303K +$26.9K +810 +10%
Fisher Asset Management
1028
Fisher Asset Management
Washington
$301K -$128K -3,860 -30%
CYG
1029
Clean Yield Group
Vermont
$299K – – –
GIA
1030
Guyasuta Investment Advisors
Pennsylvania
$298K – – –
MCM
1031
McRae Capital Management
New Jersey
$298K +$20.8K +625 +7%
LA
1032
Legacy Advisors
Pennsylvania
$297K – – –
LNWWM
1033
Laird Norton Wetherby Wealth Management
California
$296K – – –
BDF
1034
Black Diamond Financial
Maryland
$295K +$295K +11,435 New
SCM
1035
Southport Capital Management
Tennessee
$294K -$12K -360 -4%
P
1036
&Partners
Tennessee
$294K +$294K +8,865 New
PS
1037
Portfolio Strategies
New York
$292K -$997 -30 -0.3%
RCAG
1038
Rehmann Capital Advisory Group
Michigan
$289K -$9.28M -279,360 -97%
JCM
1039
Janney Capital Management
Pennsylvania
$286K -$18.5M -557,010 -98%
ATFA
1040
All Terrain Financial Advisors
Minnesota
$286K -$73.2K -2,205 -20%
SYBT
1041
Stock Yards Bank & Trust
Kentucky
$286K -$4.16K -125 -1%
AIM
1042
Axiom Investment Management
New York
$284K +$284K +8,550 New
CSPIA
1043
Cary Street Partners Investment Advisory
Virginia
$284K +$284K +8,570 New
WCM
1044
Wealthcare Capital Management
Virginia
$283K -$57.8K -1,740 -17%
SS
1045
Sunbelt Securities
Texas
$282K +$101K +3,055 +56%
NCM
1046
Noesis Capital Mangement
Florida
$281K -$829 -25 -0.3%
MIC
1047
Meridian Investment Counsel
California
$279K – – –
VCAM
1048
Van Cleef Asset Management
Ohio
$276K – – –
WPC
1049
Waters Parkerson & Co
Louisiana
$276K +$4.99K +150 +2%
IWA
1050
Intercontinental Wealth Advisors
Texas
$275K – – –
40 41
42
43 44