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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
$1.17B
4
HT
Hefren-Tillotson
Pennsylvania
$109M
5
Creative Planning
Creative Planning
Kansas
$355M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$655M
2
CWM
Cornerstone Wealth Management
Missouri
$6.3M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$0
4
HNB
Huntington National Bank
Ohio
$164M
5
USAA
United Services Automobile Association
Texas
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERSOT
151
Employees Retirement System of Texas
Texas
$23.1M +$19M +571,525 +457%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$23M -$21.4M -644,485 -48%
GLA
153
Good Life Advisors
Pennsylvania
$22.9M +$511K +15,380 +2%
AWM
154
Altium Wealth Management
New York
$22M -$2.48M -74,625 -10%
CPIG
155
Chicago Partners Investment Group
Illinois
$21.9M +$1.86M +52,855 +9%
TC
156
Trilogy Capital
California
$21.6M -$1.78M -53,610 -8%
MFG
157
Magnus Financial Group
New York
$21.5M +$21.5M +647,935 New
Mariner
158
Mariner
Kansas
$21.4M +$1.15M +34,480 +6%
TA
159
Tiedemann Advisors
New York
$21.4M +$3.4M +102,490 +19%
MA
160
MCF Advisors
Kentucky
$21.3M +$1.28M +38,505 +6%
AWA
161
Alaska Wealth Advisors
Alaska
$20.9M +$1.14M +34,375 +6%
FNT
162
First National Trust
Pennsylvania
$20.7M -$1.8M -54,340 -8%
PA
163
Planning Alternatives
Michigan
$20.6M -$400K -12,050 -2%
AWC
164
Abundance Wealth Counselors
Pennsylvania
$20.4M +$20.4M +615,655 New
WT
165
Whittier Trust
California
$20.3M +$5.13M +154,340 +34%
RRC
166
Relaxing Retirement Coach
Massachusetts
$20.3M -$181K -5,460 -0.9%
TCOV
167
Trust Company of Vermont
Vermont
$19.8M -$3.82K -115 -0%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$19.4M -$128K -3,865 -0.7%
WIP
169
Wellesley Investment Partners
Massachusetts
$19.2M +$521K +15,675 +3%
AF
170
Ally Financial
Michigan
$19.1M +$14.9M +450,000 +360%
FBFS
171
First Business Financial Services
Wisconsin
$19M +$19M +570,665 New
CAM
172
Chandler Asset Management
California
$18.6M – – –
Fiera Capital (Canada)
173
Fiera Capital (Canada)
Quebec, Canada
$17.8M -$7.01M -210,995 -28%
W
174
Wealthquest
Ohio
$17.8M +$17.8M +534,940 New
SFS
175
Summit Financial Strategies
Ohio
$17.3M +$680K +20,490 +4%
5 6
7
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