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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 %
PI
176
Placemark Investments
Illinois
$4.91M -$107M -3,891,430 -96%
DG
177
Davidson & Garrard
Virginia
$4.9M -$189K -6,875 -4%
SIC
178
Shoker Investment Counsel
Ohio
$4.87M +$189K +6,870 +4%
WCM
179
Windsor Capital Management
Arizona
$4.85M +$632K +22,985 +15%
RJA
180
Raymond James & Associates
Florida
$4.84M -$8.32M -302,685 -63%
WI
181
WrapManager Inc
California
$4.82M -$6.37M -231,740 -57%
JIC
182
Johnson Investment Counsel
Ohio
$4.65M +$70.4K +2,560 +2%
CAM
183
Congress Asset Management
Massachusetts
$4.6M +$4.31M +156,735 +1,501%
BPC
184
Banque Pictet & Cie
Switzerland
$4.56M – – –
PMG
185
ProVise Management Group
Florida
$4.53M +$388K +14,125 +9%
AC
186
Alexandria Capital
Virginia
$4.51M -$1.02M -36,970 -18%
PVH
187
Psagot Value Holdings
Israel
$4.47M -$353K -12,850 -7%
HC
188
Highmount Capital
New York
$4.39M -$14.8K -540 -0.3%
SSB
189
Sandy Spring Bank
Maryland
$4.35M +$599K +21,770 +16%
SPL
190
Smart Portfolios LLC
Washington
$4.35M +$4.35M +158,275 New
DADC
191
D.A. Davidson & Co
Montana
$4.28M +$134K +4,880 +3%
CTA
192
Colonial Trust Advisors
South Carolina
$4.24M +$46.7K +1,700 +1%
SWM
193
Strategic Wealth Management
Washington
$4.12M +$4.12M +149,875 New
SHA
194
Smith Hayes Advisers
Nebraska
$4.1M +$506K +18,420 +14%
GCA
195
Greenwood Capital Associates
South Carolina
$4.08M +$138K +5,025 +4%
IH
196
IFC Holdings
Florida
$4.02M +$508K +18,725 +14%
PWW
197
Pettyjohn Wood & White
Virginia
$4.01M +$57.9K +2,105 +1%
GG
198
Gofen & Glossberg
Illinois
$3.97M +$29.8K +1,085 +0.8%
CHFS
199
Cobble Hill Financial Services
New Jersey
$3.85M – – –
CA
200
Cetera Advisors
Colorado
$3.84M +$304K +11,070 +9%
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8
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