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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 %
MWM
1051
MinichMacGregor Wealth Management
New York
$74K – – –
CMBA
1052
C.M. Bidwell & Associates
Hawaii
$74K – – –
KIG
1053
Kessler Investment Group
Indiana
$73K +$73K +1,880 New
IAS
1054
IMA Advisory Services
Colorado
$73K +$73K +1,885 New
HIIFS
1055
Harel Insurance Investments & Financial Services
Israel
$69K – – –
MBT
1056
Monroe Bank & Trust
Michigan
$68K – – –
SWM
1057
SeaCrest Wealth Management
New York
$68K – – –
SIS
1058
Sound Income Strategies
Florida
$65K +$1.55K +40 +2%
AWM
1059
AllSquare Wealth Management
New York
$65K +$57.8K +1,495 +808%
DPA
1060
Delphi Private Advisors
California
$63K – – –
ADL
1061
Asset Dedication LLC
California
$57K +$22.9K +580 +67%
CB
1062
CNB Bank
Pennsylvania
$56K +$56K +1,435 New
WC
1063
Whitney & Co
New York
$56K +$56K +1,450 New
RFM
1064
Royal Fund Management
Florida
$54K +$31.4K +815 +139%
YWP
1065
YorkBridge Wealth Partners
New York
$53K – – –
FGAM
1066
Financial Gravity Asset Management
Texas
$53K – – –
CWA
1067
Clarus Wealth Advisors
Arizona
$53K +$53K +1,410 New
WEC
1068
Winslow Evans & Crocker
Massachusetts
$50K – – –
WIM
1069
Westside Investment Management
California
$49.1K +$390 +10 +0.8%
RFA
1070
Reilly Financial Advisors
California
$49K – – –
NSB
1071
Norway Savings Bank
Maine
$49K – – –
LC
1072
Landaas & Company
Wisconsin
$49K +$49K +1,250 New
DAM
1073
Delta Asset Management
Tennessee
$48K +$30.4K +785 +173%
BWM
1074
Baystate Wealth Management
Massachusetts
$46K +$201 +5 +0.4%
AA
1075
Advisory Alpha
Michigan
$42K +$3.37K +85 +9%
41 42
43
44 45