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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 %
KFP
1126
KMG Fiduciary Partners
Ohio
$206K +$206K +6,195 New
TL
1127
TrueWealth LLC
Georgia
$205K -$249K – –
BCP
1128
Blue Chip Partners
Michigan
$204K +$1.17K +35 +0.6%
PCA
1129
Peddock Capital Advisors
Massachusetts
$204K +$2.83K +85 +1%
EFL
1130
ERn Financial LLC
Wisconsin
$203K +$203K +6,105 New
EHC
1131
Everett Harris & Co
California
$202K – – –
HA
1132
Harborview Advisors
Maine
$200K – – –
Toronto Dominion Bank
1133
Toronto Dominion Bank
Ontario, Canada
$199K – – –
PC
1134
Premise Capital
Illinois
$197K +$197K +5,925 New
HT
1135
Heritage Trust
Oklahoma
$195K -$24.6K -740 -11%
PFGIA
1136
Patriot Financial Group Insurance Agency
Massachusetts
$195K -$17.8K -535 -8%
PO
1137
Private Ocean
California
$192K +$331 +10 +0.2%
CCM
1138
Covington Capital Management
California
$191K -$23.4K -705 -11%
NPP
1139
New Potomac Partners
Maryland
$190K +$17.3K +520 +10%
BCA
1140
Bray Capital Advisors
Florida
$188K +$6.13K +185 +3%
SBL
1141
Sargent Bickham Lagudis
Colorado
$188K +$188K +5,660 New
PCM
1142
Princeton Capital Management
New Jersey
$188K +$188K +5,675 New
AssetMark Inc
1143
AssetMark Inc
California
$183K -$13.8K -415 -7%
SMFS
1144
Squar Milner Financial Services
California
$181K -$160K -4,795 -47%
BHWM
1145
Bay Harbor Wealth Management
Maryland
$174K +$174K +5,235 New
WANY
1146
Wealthspire Advisors (New York)
New York
$165K +$165K +4,955 New
SWP
1147
Strategic Wealth Partners
Ohio
$163K +$16.1K +455 +11%
MM
1148
Main Management
California
$160K -$115K -3,475 -42%
PWMG
1149
Prestige Wealth Management Group
New Jersey
$155K +$155K +4,665 New
FA
1150
Fortis Advisors
Pennsylvania
$154K +$498 +15 +0.3%
44 45
46
47 48