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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

529 hedge funds and large institutions have $13.4B invested in iShares Core S&P Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 183 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+17
Holders Change %
+3.32%
% of All Funds
15.29%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.75%
New
47
Increased
214
Reduced
183
Closed
27
Calls
$20.3M
Puts
$5.63M
Net Calls
+$14.6M
Net Calls Change
+$12.7M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.33B
2
MIH
Madison Investment Holdings
Wisconsin
$118M
3
Bank of America
Bank of America
North Carolina
$892M
4
Jane Street
Jane Street
New York
$27.7M
5
U
UBS
Switzerland
$194M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$74.8M
3
PI
Placemark Investments
Illinois
$4.91M
4
VAM
Visionary Asset Management
Texas
$296K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
126
1832 Asset Management
Ontario, Canada
$8.99M +$8.99M +331,650 New
CBB
127
Citizens Business Bank
California
$8.91M +$1.85M +67,325 +26%
MA
128
MUFG Americas
New York
$8.8M -$245K -8,925 -3%
HMC
129
Harvard Management Company
Massachusetts
$8.77M +$2.96M +107,675 +51%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$8.73M -$193K -7,035 -2%
BOK
131
Bank of Kentucky
Kentucky
$8.58M -$2.61K -95 -0%
CFS
132
Community Financial System
New York
$8.4M -$2.3M -83,725 -22%
CS
133
Comerica Securities
Michigan
$8.18M -$227K -8,250 -3%
HPBT
134
High Point Bank & Trust
North Carolina
$7.9M -$86.6K -3,150 -1%
SFI
135
SPC Financial Inc
Maryland
$7.87M +$2.25M +81,950 +40%
PA
136
Planning Alternatives
Michigan
$7.86M +$1.84M +66,795 +31%
UBS AM
137
UBS AM
Illinois
$7.86M -$542K -19,715 -6%
MC
138
Martin & Co
Tennessee
$7.71M +$55.7K +2,025 +0.7%
MSA
139
Mason Street Advisors
Wisconsin
$7.65M – – –
CAM
140
Capstone Asset Management
Texas
$7.61M +$1.07M +38,980 +16%
BFM
141
Boston Financial Management
Massachusetts
$7.4M +$63.9K +2,325 +0.9%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$7.37M -$2.43M -88,270 -25%
PAG
143
Private Advisor Group
New Jersey
$7.27M +$2.01M +73,265 +38%
BPBT
144
Boston Private Bank & Trust
Massachusetts
$7.27M -$6.13M -222,870 -46%
GT
145
Greenleaf Trust
Michigan
$7.16M +$3.73M +135,665 +109%
NAM
146
NTV Asset Management
West Virginia
$6.95M +$117K +4,265 +2%
AMG
147
Asset Management Group
Connecticut
$6.79M +$54K +1,965 +0.8%
HCA
148
Horan Capital Advisors
Ohio
$6.78M +$172K +6,240 +3%
Stifel Financial
149
Stifel Financial
Missouri
$6.77M +$6.77M +246,120 New
BIC
150
Bridges Investment Counsel
Nebraska
$6.68M -$217K -7,880 -3%
4 5
6
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