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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 %
EP
1301
Edgestream Partners
New Jersey
– -$449K -11,150 Closed
FFA
1302
First Foundation Advisors
California
– -$397K -9,870 Closed
RWA
1303
Redhawk Wealth Advisors
Minnesota
– -$343K -8,530 Closed
OFG
1304
OmniStar Financial Group
North Carolina
– -$343K -8,520 Closed
NHC
1305
Nicholas Hoffman & Company
Georgia
– -$325K -8,070 Closed
GD
1306
Grandfield & Dodd
New York
– -$324K -8,060 Closed
MS
1307
Marshall & Sullivan
Washington
– -$302K -7,490 Closed
KFC
1308
Klingenstein Fields & Co
New York
– -$282K -7,000 Closed
CAG
1309
Crestwood Advisors Group
Massachusetts
– -$264K -6,560 Closed
WIC
1310
Woodmont Investment Counsel
Tennessee
– -$244K -6,055 Closed
AEPG
1311
American Economic Planning Group
New Jersey
– -$243K -6,025 Closed
NFG
1312
NewFocus Financial Group
Washington
– -$241K -5,975 Closed
HCM
1313
Howland Capital Management
Massachusetts
– -$240K -5,965 Closed
JC
1314
Jentner Corp
Ohio
– -$238K -5,900 Closed
PD
1315
Planning Directions
Pennsylvania
– -$237K -5,875 Closed
DWA
1316
Douglass Winthrop Advisors
New York
– -$236K -5,850 Closed
FCIM
1317
Fairview Capital Investment Management
California
– -$234K -5,810 Closed
LFA
1318
Landmark Financial Advisors
Kentucky
– -$233K -5,795 Closed
NB
1319
Nicolet Bankshares
Wisconsin
– -$231K -5,750 Closed
HBT
1320
Hills Bank & Trust
Iowa
– -$231K -5,735 Closed
DJSG
1321
D.J. St. Germain
Massachusetts
– -$230K -5,720 Closed
LSAG
1322
Lake Street Advisors Group
New Hampshire
– -$228K -5,650 Closed
TFS
1323
TrustCore Financial Services
Tennessee
– -$226K -5,605 Closed
VBFG
1324
Vishria Bird Financial Group
Tennessee
– -$222K -5,515 Closed
SCM
1325
Schnieders Capital Management
California
– -$221K -5,495 Closed
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53
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