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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,121 hedge funds and large institutions have $30.5B invested in iShares Core S&P Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 489 increasing their positions, 395 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+25
Holders Change %
+2.28%
% of All Funds
25.73%
Holding in Top 10
227
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.13%
% of All Funds
5.21%
New
86
Increased
489
Reduced
395
Closed
51
Calls
$39.8M
Puts
$15M
Net Calls
+$24.8M
Net Calls Change
+$13.2M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$716M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$137M
3
LPL Financial
LPL Financial
California
+$131M
4
Ameriprise
Ameriprise
Minnesota
+$92M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$86.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$132M
2
Bank of America
Bank of America
North Carolina
-$69.1M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$46.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$42.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
1076
WESPAC Advisors SoCal
California
$31K +$31K +850 New
HR
1077
Howe & Rusling
New York
$30K – – –
LWM
1078
Lenox Wealth Management
Ohio
$29K – – –
NL
1079
NVWM LLC
Pennsylvania
$28K -$17.2K -475 -38%
IBOK
1080
Independence Bank of Kentucky
Kentucky
$27K +$12.3K +330 +84%
MPPLM
1081
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$25K +$10.5K +275 +72%
KC
1082
KHP Capital
Oklahoma
$23K +$23K +600 New
GIP
1083
Granite Investment Partners
California
$23K +$23K +625 New
FCMT
1084
Founders Capital Management (Texas)
Texas
$22K – – –
LYV
1085
Live Your Vision
Pennsylvania
$22K +$22K +570 New
RFM
1086
Royal Fund Management
Florida
$21K -$82.7K -2,305 -80%
SMG
1087
Spectrum Management Group
Indiana
$19K – – –
BWP
1088
Baldwin Wealth Partners
Massachusetts
$19K – – –
MCM
1089
Monument Capital Management
Virginia
$19K – – –
PSC
1090
Prentiss Smith & Co
Vermont
$18K +$18K +470 New
OBWP
1091
O'Brien Wealth Partners
Massachusetts
$18K +$18K +485 New
RE
1092
RBC Europe
United Kingdom
$17.1K – – –
DAM
1093
Delta Asset Management
Tennessee
$17K – – –
LA
1094
Legacy Advisors
Pennsylvania
$17K +$17K +445 New
CJA
1095
C-J Advisory
California
$17K +$17K +460 New
SBL
1096
Sargent Bickham Lagudis
Colorado
$15K +$15K +395 New
MSFP
1097
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
ME
1098
McIlrath & Eck
Washington
$14K +$10.9K +300 +353%
TCM
1099
Tradewinds Capital Management
Washington
$13K -$3.66K -100 -22%
AP
1100
Atwood & Palmer
Missouri
$13K +$13K +350 New
42 43
44
45 46