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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,299 hedge funds and large institutions have $34.8B invested in iShares Core S&P Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 539 increasing their positions, 470 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+11
Holders Change %
+0.85%
% of All Funds
28.53%
Holding in Top 10
247
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.41%
% of All Funds
5.42%
New
77
Increased
539
Reduced
470
Closed
56
Calls
$242M
Puts
$20.5M
Net Calls
+$222M
Net Calls Change
+$55.4M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$380M
2
Wells Fargo
Wells Fargo
California
$3.72B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.54B
4
SW
SVB Wealth
Massachusetts
$67.4M
5
BlackRock
BlackRock
New York
$1.05B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$211M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.59M
3
LPL Financial
LPL Financial
California
$1.02B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$593M
5
Morgan Stanley
Morgan Stanley
New York
$1.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
AFM
1326
Andesa Financial Management
Pennsylvania
– -$278K -7,140 Closed
JA
1327
JOYN Advisors
Georgia
– -$260K -6,990 Closed
JCM
1328
Janney Capital Management
Pennsylvania
– -$264K -6,790 Closed
ANTB
1329
AMG National Trust Bank
Colorado
– -$256K -6,585 Closed
PWM
1330
Perigon Wealth Management
California
– -$254K -6,550 Closed
SG Americas Securities
1331
SG Americas Securities
New York
– -$239K -6,150 Closed
SBIA
1332
Sheaff Brock Investment Advisors
Indiana
– -$232K -5,970 Closed
SMH
1333
Sanders Morris Harris
Texas
– -$230K -5,920 Closed
JIC
1334
JRM Investment Counsel
Nebraska
– -$222K -5,705 Closed
CA
1335
Cornerstone Advisory
Maryland
– -$219K -5,625 Closed
Wealthfront Advisers
1336
Wealthfront Advisers
California
– -$217K -5,585 Closed
CPIA
1337
Cornell Pochily Investment Advisors
New York
– -$213K -5,490 Closed
CCM
1338
Carlson Capital Management
Minnesota
– -$210K -5,395 Closed
WCWM
1339
Willow Creek Wealth Management
California
– -$208K -5,340 Closed
DIA
1340
Dana Investment Advisors
Wisconsin
– -$206K -5,300 Closed
AIP
1341
Almanack Investment Partners
Pennsylvania
– -$202K -5,205 Closed
BBA
1342
Braun-Bostich & Associates
Pennsylvania
– -$123K -3,165 Closed
FMB
1343
Field & Main Bank
Kentucky
– -$97K -2,500 Closed
IWA
1344
IBEX Wealth Advisors
New Jersey
– -$86K -2,215 Closed
GAM
1345
Griffin Asset Management
New York
– -$63K -1,630 Closed
RWA
1346
Redhawk Wealth Advisors
Minnesota
– -$58K -1,500 Closed
CWA
1347
Clarus Wealth Advisors
Arizona
– -$56K -1,440 Closed
PCMK
1348
Paragon Capital Management (Kansas)
Kansas
– -$51K -1,325 Closed
WAM
1349
Wakefield Asset Management
Colorado
– -$45K -1,170 Closed
TFA
1350
Transamerica Financial Advisors
Florida
– -$42K -1,070 Closed
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