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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
$1.17B
4
HT
Hefren-Tillotson
Pennsylvania
$109M
5
Creative Planning
Creative Planning
Kansas
$355M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$655M
2
CWM
Cornerstone Wealth Management
Missouri
$6.3M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$0
4
HNB
Huntington National Bank
Ohio
$164M
5
USAA
United Services Automobile Association
Texas
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFCSB
101
Cape Cod Five Cents Savings Bank
Massachusetts
$39.1M +$1.3M +39,085 +3%
UBS AM
102
UBS AM
Illinois
$38.2M +$795K +23,930 +2%
KA
103
Klingman & Associates
New York
$37.6M +$2.07M +62,355 +6%
1832 Asset Management
104
1832 Asset Management
Ontario, Canada
$37.2M -$3.67M -110,550 -9%
CFIA
105
Cantor Fitzgerald Investment Advisors
New York
$36.9M -$14.3M -431,935 -28%
MWM
106
Modera Wealth Management
New Jersey
$36.9M +$137K +4,110 +0.4%
BPB
107
Badgley, Phelps & Bell
Washington
$36.4M +$426K +12,825 +1%
SPC
108
Sigma Planning Corp
Michigan
$36.3M -$2.16M -65,080 -6%
FWM
109
FFT Wealth Management
Pennsylvania
$35.5M +$11.1M +333,265 +45%
BTS
110
BB&T Securities
Virginia
$35.2M +$706K +21,265 +2%
PFG
111
Pacific Financial Group
Washington
$35.1M +$35.1M +1,057,550 New
NA
112
Nottingham Advisors
New York
$34.6M +$121K +2,990 +0.4%
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$33.9M -$50.1K -1,510 -0.1%
CFG
114
CKW Financial Group
Hawaii
$33.9M -$400K -12,030 -1%
CFG
115
Citizens Financial Group
Rhode Island
$33.4M +$931K +28,030 +3%
EWM
116
Evermay Wealth Management
Virginia
$33.4M -$2.67M -80,260 -7%
AQR Capital Management
117
AQR Capital Management
Connecticut
$33M -$6.52M -196,325 -17%
LFS
118
Lutz Financial Services
Nebraska
$32.7M -$956K -28,795 -3%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$32.7M -$2.19M -66,075 -6%
JFA
120
JNBA Financial Advisors
Minnesota
$32.7M +$32.7M +983,410 +112,390%
Lazard Asset Management
121
Lazard Asset Management
New York
$32.1M +$3.02M +90,900 +10%
SWM
122
SigFig Wealth Management
California
$31.4M +$3.86M +117,390 +14%
HW
123
Hancock Whitney
Mississippi
$31.1M +$8.67M +261,020 +39%
US Bancorp
124
US Bancorp
Minnesota
$31M -$5.42M -163,120 -15%
DWM
125
Destination Wealth Management
California
$30.7M +$313K +9,430 +1%
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5
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