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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 %
RBC
1076
Roble Belko & Company
Pennsylvania
$41K – – –
WOC
1077
West Oak Capital
California
$39K – – –
MRCM
1078
M&R Capital Management
New Jersey
$38K – – –
AOWM
1079
Alpha Omega Wealth Management
Virginia
$36K – – –
VCM
1080
Versant Capital Management
Arizona
$36K – – –
PAI
1081
Pittenger & Anderson Inc
Nebraska
$35K – – –
MCM
1082
Mainstay Capital Management
Michigan
$35K – – –
ACS
1083
Archford Capital Strategies
Illinois
$34K – – –
PK
1084
Pflug Koory
Nebraska
$32K – – –
LYV
1085
Live Your Vision
Pennsylvania
$32K +$9.48K +240 +42%
HR
1086
Howe & Rusling
New York
$31K – – –
LWM
1087
Lenox Wealth Management
Ohio
$31K – – –
ME
1088
McIlrath & Eck
Washington
$31K +$16.1K +415 +108%
VDFA
1089
Vickerman & Driscoll Financial Advisors
Washington
$29K -$74.2K -1,905 -72%
IBOK
1090
Independence Bank of Kentucky
Kentucky
$28K – – –
KJWM
1091
Kiley Juergens Wealth Management
Washington
$27K +$27K +710 New
GIP
1092
Granite Investment Partners
California
$24K – – –
KC
1093
KHP Capital
Oklahoma
$23K – – –
FCMT
1094
Founders Capital Management (Texas)
Texas
$23K – – –
RPG
1095
Risk Paradigm Group
Texas
$21.2K -$1.48M -37,970 -99%
MPPLM
1096
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$19K -$6.4K -165 -25%
SMG
1097
Spectrum Management Group
Indiana
$19K – – –
OBWP
1098
O'Brien Wealth Partners
Massachusetts
$19K – – –
BWP
1099
Baldwin Wealth Partners
Massachusetts
$19K – – –
CJA
1100
C-J Advisory
California
$18K – – –
42 43
44
45 46