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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 %
KPW
1226
Kore Private Wealth
New York
$24K +$24K +730 New
NL
1227
NVWM LLC
Pennsylvania
$22K +$10.4K +315 +90%
LYV
1228
Live Your Vision
Pennsylvania
$20K – – –
LFG
1229
Larson Financial Group
Missouri
$20K +$20K +605 New
GWA
1230
Guidant Wealth Advisors
Illinois
$20K +$20K +625 New
RFM
1231
Royal Fund Management
Florida
$19K – – –
RPG
1232
Risk Paradigm Group
Texas
$18.1K – – –
SMG
1233
Spectrum Management Group
Indiana
$17K – – –
EAM
1234
Eukles Asset Management
Ohio
$16K +$16K +475 New
RE
1235
RBC Europe
United Kingdom
$15.1K – – –
ACS
1236
Archford Capital Strategies
Illinois
$13K – – –
NCM
1237
Northstar Capital Management
New York
$12K – – –
AP
1238
Atwood & Palmer
Missouri
$12K – – –
MSFP
1239
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
FCMT
1240
Founders Capital Management (Texas)
Texas
$12K – – –
TCM
1241
Tradewinds Capital Management
Washington
$12K – – –
NA
1242
NewEdge Advisors
Louisiana
$11K -$2.67K -80,465 -20%
ME
1243
McIlrath & Eck
Washington
$10K -$166K -5,140 -94%
CCM
1244
Cribstone Capital Management
Maine
$10K – – –
LPWM
1245
Lake Point Wealth Management
Texas
$9K +$9K +260 New
LWM
1246
Lenox Wealth Management
Ohio
$8K -$19.5K -560 -71%
GT
1247
Glenmede Trust
Pennsylvania
$7.76K +$1.31K +39,355 +20%
CIM
1248
Contravisory Investment Management
Massachusetts
$7K – – –
BC
1249
Barnett & Company
Tennessee
$7K – – –
EWM
1250
Edge Wealth Management
New York
$7K – – –
48 49
50
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