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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 %
CWA
1201
Clarus Wealth Advisors
Arizona
$47K +$330 +10 +0.7%
YWP
1202
YorkBridge Wealth Partners
New York
$46K +$993 +30 +2%
WEC
1203
Winslow Evans & Crocker
Massachusetts
$44K – – –
NSB
1204
Norway Savings Bank
Maine
$42K – – –
JHCP
1205
Jackson Hole Capital Partners
Oklahoma
$42K +$42K +1,275 New
DAM
1206
Delta Asset Management
Tennessee
$41K – – –
DPA
1207
Delphi Private Advisors
California
$40K -$13.8K -415 -26%
SFSG
1208
Stearns Financial Services Group
North Carolina
$39K – – –
SFA
1209
Stewardship Financial Advisors
Georgia
$37K +$18.2K +545 +96%
LJHT
1210
Laurie J. Hall Trustee
$34K -$114K -3,005 -77%
WIM
1211
Westside Investment Management
California
$33.7K +$33.7K +1,010 New
WOC
1212
West Oak Capital
California
$33.2K – – –
MRCM
1213
M&R Capital Management
New Jersey
$33K – – –
ADL
1214
Asset Dedication LLC
California
$32K -$650 -20 -2%
TFA
1215
Transamerica Financial Advisors
Florida
$30K – – –
PFC
1216
Phocas Financial Corp
California
$29K – – –
AOWM
1217
Alpha Omega Wealth Management
Virginia
$29K – – –
RBC
1218
Roble Belko & Company
Pennsylvania
$28K -$6.06K -185 -18%
BBHC
1219
Brown Brothers Harriman & Co
New York
$28K +$28K +845 New
VCM
1220
Versant Capital Management
Arizona
$27K -$3.79K -115 -12%
PK
1221
Pflug Koory
Nebraska
$27K – – –
HR
1222
Howe & Rusling
New York
$27K – – –
IBOK
1223
Independence Bank of Kentucky
Kentucky
$26K -$37K -1,095 -59%
RMC
1224
Resources Management Corp
Connecticut
$26K +$26K +790 New
WAS
1225
WESPAC Advisors SoCal
California
$24K -$30K – –
47 48
49
50 51