IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

551 hedge funds and large institutions have $16.2B invested in iShares Core S&P Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+22
Holders Change %
+4.16%
% of All Funds
15.85%
Holding in Top 10
103
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.42%
% of All Funds
2.96%
New
46
Increased
240
Reduced
177
Closed
20
Calls
$37.7M
Puts
$11.9M
Net Calls
+$25.9M
Net Calls Change
+$11.2M

Top Buyers

1
GHF
1
Good Harbor Financial
Illinois
$1.19B
2
Citigroup
2
Citigroup
New York
$450M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$198M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.56B
5
U
5
UBS
Switzerland
$290M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$349M
2
CFG
2
CKW Financial Group
Hawaii
$24K
3
Jane Street
3
Jane Street
New York
$361K
4
HNB
4
Huntington National Bank
Ohio
$35.3M
5
LPT
5
Legacy Private Trust
Wisconsin
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPBT
151
Boston Private Bank & Trust
Massachusetts
$7.14M -$426K -14,880 -6%
AMG
152
Asset Management Group
Connecticut
$7.12M +$46.9K +1,640 +0.7%
HCA
153
Horan Capital Advisors
Ohio
$7.09M +$36.2K +1,265 +0.5%
GT
154
Greenleaf Trust
Michigan
$7.04M -$415K -14,490 -6%
Credit Agricole
155
Credit Agricole
France
$6.81M -$13.5M -472,940 -67%
BIC
156
Bridges Investment Counsel
Nebraska
$6.66M -$293K -10,250 -4%
AI
157
Atria Investments
North Carolina
$6.54M +$707K +24,700 +12%
CC
158
Courier Capital
New York
$6.36M +$41.1K +1,435 +0.6%
NEPWA
159
New England Private Wealth Advisors
Massachusetts
$6.34M +$12.9K +450 +0.2%
CPO
160
Cerity Partners OCIO
New York
$6.25M +$820K +28,665 +15%
AG
161
Appleton Group
Wisconsin
$6.17M +$23.8K +830 +0.4%
TWM
162
Torch Wealth Management
Ohio
$6.16M +$75.1K +2,625 +1%
B
163
Baird
Wisconsin
$6.09M -$55.7K -1,945 -0.9%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$5.97M +$56.1K +1,960 +0.9%
CI
165
Conning Inc
Connecticut
$5.86M +$5.86M +204,665 New
EWM
166
Evercore Wealth Management
New York
$5.84M +$521K +18,210 +10%
AAS
167
Annex Advisory Services
Wisconsin
$5.84M +$653K +22,805 +13%
NCM
168
Novare Capital Management
North Carolina
$5.64M +$18.9K +660 +0.3%
LC
169
Lilley & Co
Michigan
$5.42M +$8.73K +305 +0.2%
GIM
170
Goelzer Investment Management
Indiana
$5.41M +$165K +5,750 +3%
RJA
171
Raymond James & Associates
Florida
$5.41M +$366K +12,775 +7%
GIA
172
GHP Investment Advisors
Colorado
$5.39M +$68.5K +2,395 +1%
LA
173
Lynch & Associates
Indiana
$5.38M +$157K +5,480 +3%
WCM
174
Windsor Capital Management
Arizona
$5.32M +$276K +9,635 +5%
DG
175
Davidson & Garrard
Virginia
$5.25M +$154K +5,390 +3%
5 6
7
8 9