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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 %
RCG
1101
Ruggie Capital Group
Florida
$12K -$11.2K -295 -48%
CCM
1102
Cribstone Capital Management
Maine
$11K – – –
SWP
1103
Strategic Wealth Partners
Ohio
$10K -$17.4K -460 -63%
BC
1104
Barnett & Company
Tennessee
$8K -$3K -75 -27%
EWM
1105
Edge Wealth Management
New York
$8K – – –
AWM
1106
AllSquare Wealth Management
New York
$7K – – –
PA
1107
Perennial Advisors
New York
$7K – – –
TI
1108
Truepoint Inc
Ohio
$6.56K -$26.4K -24,725 -80%
SA
1109
SRH Advisors
Kansas
$6K – – –
FMP
1110
Financial Management Professionals
Texas
$6K – – –
Financial Engines Advisors
1111
Financial Engines Advisors
California
$6K +$6K +160 New
CG
1112
Cutler Group
California
$4K +$4K +115 New
EWM
1113
Elmwood Wealth Management
California
$3K +$3K +80 New
CA
1114
Centerpoint Advisors
Massachusetts
$3K -$1.83K -55 -38%
THWM
1115
Taylor Hoffman Wealth Management
Virginia
$3K – – –
MIM
1116
Macroview Investment Management
Maryland
$3K – – –
CFN
1117
Cordasco Financial Network
Florida
$3K – – –
LWA
1118
Lowe Wealth Advisors
Maryland
$3K +$2K +50 +200%
CIM
1119
Contravisory Investment Management
Massachusetts
$3K +$3K +80 New
SWA
1120
Sutton Wealth Advisors
Florida
$2.06K – – –
WB
1121
Webster Bank
Connecticut
$1K – – –
TCM
1122
TD Capital Management
Tennessee
$1K – – –
BWL
1123
Bogart Wealth LLC
Virginia
$1K – – –
PCM
1124
Peak Capital Management
Colorado
$1K +$1K +25 New
AFNAS
1125
American Financial Network Advisory Services
California
$546 -$581K -15,965 -100%
43 44
45
46 47