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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

599 hedge funds and large institutions have $16.5B invested in iShares Core S&P Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 262 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+39
Holders Change %
+6.96%
% of All Funds
15.99%
Holding in Top 10
104
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.96%
% of All Funds
2.78%
New
90
Increased
262
Reduced
167
Closed
42
Calls
$20M
Puts
$16.7M
Net Calls
+$3.28M
Net Calls Change
-$15.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.97B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$412M
3
BIT
BlackRock Institutional Trust
California
$249M
4
Deutsche Bank
Deutsche Bank
Germany
$197M
5
Bank of America
Bank of America
North Carolina
$1.13B

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$560M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.68M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$150M
4
PI
Placemark Investments
Illinois
$40.1M
5
USAA
United Services Automobile Association
Texas
$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
176
Neumann Capital Management
California
$6.22M +$6.22M +214,675 New
AAS
177
Annex Advisory Services
Wisconsin
$6.11M -$83.4K -2,880 -1%
CPIG
178
Chicago Partners Investment Group
Illinois
$6.07M +$6.07M +209,695 New
LA
179
Lynch & Associates
Indiana
$5.99M +$109K +3,770 +2%
WCM
180
Windsor Capital Management
Arizona
$5.95M +$362K +12,510 +6%
AG
181
Appleton Group
Wisconsin
$5.94M -$279K -9,630 -4%
GIM
182
Goelzer Investment Management
Indiana
$5.93M +$177K +6,105 +3%
CI
183
Conning Inc
Connecticut
$5.93M – – –
NCM
184
Novare Capital Management
North Carolina
$5.87M +$54.6K +1,885 +0.9%
BFG
185
Beacon Financial Group
Texas
$5.68M -$10.7M -364,285 -65%
VFP
186
Verus Financial Partners
Virginia
$5.58M +$417K +14,400 +8%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$5.55M +$571K +19,520 +11%
DG
188
Davidson & Garrard
Virginia
$5.52M +$34K +1,175 +0.6%
TCM
189
Towercrest Capital Management
Pennsylvania
$5.49M +$5.49M +189,620 New
DSAM
190
Dock Street Asset Management
Florida
$5.42M +$952K +32,885 +21%
MAA
191
Managed Account Advisors
New Jersey
$5.31M -$1.17M -40,520 -18%
HC
192
Highmount Capital
New York
$5.29M +$1.07M +37,035 +25%
SIAM
193
Sterling Investment Advisors (Missouri)
Missouri
$5.27M +$5.27M +181,955 New
CA
194
Cambridge Advisors
Nebraska
$5.21M +$5.21M +179,740 New
OC
195
Oppenheimer & Co
New York
$5.2M +$372K +12,840 +8%
GIA
196
GHP Investment Advisors
Colorado
$5.18M -$279K -9,645 -5%
Credit Agricole
197
Credit Agricole
France
$5.17M +$638K +22,360 +14%
ACM
198
Argentus Capital Management
Texas
$5.16M -$11.1M -382,565 -68%
JIC
199
Johnson Investment Counsel
Ohio
$5.13M +$132K +4,575 +3%
BCM
200
BTC Capital Management
Iowa
$5.13M +$4.26M +147,100 +492%
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