IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,171 hedge funds and large institutions have $35.6B invested in iShares Core S&P Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 549 increasing their positions, 363 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+41
Holders Change %
+3.63%
% of All Funds
26.81%
Holding in Top 10
229
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.14%
% of All Funds
5.24%
New
78
Increased
549
Reduced
363
Closed
31
Calls
$50.5M
Puts
$11.5M
Net Calls
+$38.9M
Net Calls Change
-$19.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$911M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$172M
3
BlackRock
BlackRock
New York
+$172M
4
FCAS
First Command Advisory Services
Texas
+$152M
5
LPL Financial
LPL Financial
California
+$109M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$131M
2
State Street
State Street
Massachusetts
-$98.5M
3
JFA
JNBA Financial Advisors
Minnesota
-$45.8M
4
MSA
Mason Street Advisors
Wisconsin
-$28.8M
5
QIM
Quantitative Investment Management
Virginia
-$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1126
Lenox Wealth Management
Ohio
$32K – – –
VDFA
1127
Vickerman & Driscoll Financial Advisors
Washington
$31K +$810 +20 +3%
WAS
1128
WESPAC Advisors SoCal
California
$30K – – –
KJWM
1129
Kiley Juergens Wealth Management
Washington
$28K – – –
RBC
1130
Roble Belko & Company
Pennsylvania
$27K – – –
GIP
1131
Granite Investment Partners
California
$25K – – –
KC
1132
KHP Capital
Oklahoma
$24K – – –
RFM
1133
Royal Fund Management
Florida
$23K -$32K -815 -58%
LYV
1134
Live Your Vision
Pennsylvania
$23K -$9.68K -240 -30%
SFA
1135
Stewardship Financial Advisors
Georgia
$23K +$23K +565 New
RPG
1136
Risk Paradigm Group
Texas
$21.9K – – –
SMG
1137
Spectrum Management Group
Indiana
$20K – – –
OBWP
1138
O'Brien Wealth Partners
Massachusetts
$20K – – –
CJA
1139
C-J Advisory
California
$19K – – –
PSC
1140
Prentiss Smith & Co
Vermont
$19K – – –
RE
1141
RBC Europe
United Kingdom
$18.3K – – –
ACS
1142
Archford Capital Strategies
Illinois
$16K -$19K -475 -54%
BNP Paribas Financial Markets
1143
BNP Paribas Financial Markets
France
$15.5K – – –
MSFP
1144
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
NCM
1145
Northstar Capital Management
New York
$15K +$15K +375 New
FCMT
1146
Founders Capital Management (Texas)
Texas
$14K -$10K -250 -42%
AP
1147
Atwood & Palmer
Missouri
$14K -$4K -100 -22%
TCM
1148
Tradewinds Capital Management
Washington
$14K – – –
NL
1149
NVWM LLC
Pennsylvania
$14K – – –
ATC
1150
Adirondack Trust Company
New York
$13K +$13K +315 New
44 45
46
47 48