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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 %
HC
1101
Hamilton Capital
Ohio
$224K +$224K +5,950 New
FFG
1102
Frisch Financial Group
New York
$224K +$224K +6,730 New
CIM
1103
Confluence Investment Management
Missouri
$224K +$224K +6,755 New
FWM
1104
Foresight Wealth Management
Utah
$223K +$223K +6,725 New
PG
1105
Proffitt & Goodson
Tennessee
$222K +$996 +30 +0.5%
HFA
1106
Huber Financial Advisors
Illinois
$221K +$166 +5 +0.1%
KM
1107
Kalos Management
Georgia
$221K +$3.13K +85 +1%
FCA
1108
FinTrust Capital Advisors
South Carolina
$221K +$221K +6,660 New
BIAS
1109
Beacon Investment Advisory Services
New Jersey
$220K – – –
FAT
1110
First American Trust
California
$219K – – –
DG
1111
Delek Group
Israel
$218K -$250K -6,955 -53%
RW
1112
REDW Wealth
New Mexico
$217K – – –
AWM
1113
Affinity Wealth Management
Delaware
$215K +$215K +6,480 New
CA
1114
Cornerstone Advisory
Maryland
$213K -$82.9K -2,500 -28%
SWM
1115
Segment Wealth Management
Texas
$213K – – –
BAM
1116
Belpointe Asset Management
Nevada
$212K -$265K -7,960 -56%
MM
1117
Meridian Management
Arkansas
$212K – – –
IC
1118
InterOcean Capital
Illinois
$212K +$37.6K +1,135 +22%
SCM
1119
Stonehearth Capital Management
Massachusetts
$211K -$4.85M -145,870 -96%
BFG
1120
Barber Financial Group
Kansas
$210K -$47.4K -1,430 -18%
SL
1121
Salomon & Ludwin
Virginia
$210K +$210K +6,310 New
FHC
1122
First Heartland Consultants
Missouri
$209K -$120K -3,615 -36%
CBA
1123
Coastal Bridge Advisors
Connecticut
$207K – – –
EWM
1124
Empirical Wealth Management
Washington
$206K – – –
WIA
1125
Wealthstreet Investment Advisors
Texas
$206K – – –
43 44
45
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