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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 %
CCWA
151
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.66M +$61.9K +2,250 +0.9%
CAN
152
Cetera Advisor Networks
California
$6.46M +$1.26M +45,645 +24%
DSAM
153
Dock Street Asset Management
Florida
$6.28M -$92.1K -3,350 -1%
NEPWA
154
New England Private Wealth Advisors
Massachusetts
$6.08M +$14.4K +525 +0.2%
CC
155
Courier Capital
New York
$6.07M +$14.8K +540 +0.2%
B
156
Baird
Wisconsin
$5.91M -$374K -13,590 -6%
AG
157
Appleton Group
Wisconsin
$5.9M -$382K -13,885 -6%
TWM
158
Torch Wealth Management
Ohio
$5.85M +$298K +10,850 +5%
HighTower Advisors
159
HighTower Advisors
Illinois
$5.75M +$1.19M +43,260 +26%
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$5.74M +$649K +23,610 +13%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$5.68M -$2.89K -105 -0.1%
AI
162
Atria Investments
North Carolina
$5.61M -$2.43M -88,345 -30%
CIM
163
CIM Investment Management
Pennsylvania
$5.54M – – –
NCM
164
Novare Capital Management
North Carolina
$5.4M +$335K +12,175 +7%
BC
165
Brookfield Corp
Ontario, Canada
$5.32M +$75.6K +2,750 +1%
CPO
166
Cerity Partners OCIO
New York
$5.22M -$725K -26,360 -12%
LC
167
Lilley & Co
Michigan
$5.19M +$307K +11,150 +6%
VFP
168
Verus Financial Partners
Virginia
$5.19M -$147K -5,330 -3%
GIA
169
GHP Investment Advisors
Colorado
$5.12M +$52.2K +1,900 +1%
EWM
170
Evercore Wealth Management
New York
$5.11M -$69.4K -2,525 -1%
GIM
171
Goelzer Investment Management
Indiana
$5.04M +$150K +5,450 +3%
LA
172
Lynch & Associates
Indiana
$5.02M +$187K +6,795 +4%
AAS
173
Annex Advisory Services
Wisconsin
$4.98M -$686K -24,935 -12%
HFS
174
HL Financial Services
Kentucky
$4.95M -$4.21M -153,060 -46%
RSVP
175
Ramsay Stattman Vela & Price
Colorado
$4.91M +$26.1K +950 +0.5%
5 6
7
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