IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

624 hedge funds and large institutions have $17.3B invested in iShares Core S&P Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 292 increasing their positions, 184 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+25
Holders Change %
+4.17%
% of All Funds
16.64%
Holding in Top 10
114
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.62%
% of All Funds
3.04%
New
63
Increased
292
Reduced
184
Closed
30
Calls
$9.18M
Puts
$6.82M
Net Calls
+$2.35M
Net Calls Change
-$930K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.32B
2
Morgan Stanley
Morgan Stanley
New York
$642M
3
AA
ALPS Advisors
Colorado
$73M
4
SMM
Stadion Money Management
Georgia
$71.7M
5
VF
Virtu Financial
New York
$57.1M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$294M
2
Deutsche Bank
Deutsche Bank
Germany
$0
3
EFS
Edelman Financial Services
Virginia
$562M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$291M
5
BFA
BlackRock Fund Advisors
California
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
176
Courier Capital
New York
$7.12M +$98.3K +3,235 +1%
FA
177
FDx Advisors
Illinois
$7.11M -$387K -12,725 -5%
NPC
178
National Planning Corporation
California
$7.1M -$2.54M -84,835 -26%
BIC
179
Bridges Investment Counsel
Nebraska
$7.07M -$15.2K -500 -0.2%
FAAS
180
First Allied Advisory Services
California
$6.86M -$2.91M -95,550 -30%
NEPWA
181
New England Private Wealth Advisors
Massachusetts
$6.79M +$26.7K +880 +0.4%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$6.76M +$119K +3,930 +2%
BPC
183
Banque Pictet & Cie
Switzerland
$6.76M +$83.6K +2,750 +1%
NCM
184
Neumann Capital Management
California
$6.71M +$183K +6,025 +3%
MCM
185
MAI Capital Management
Ohio
$6.68M +$2.15M +70,760 +48%
LA
186
Lynch & Associates
Indiana
$6.57M +$282K +9,275 +4%
LWM
187
LBA Wealth Management
Florida
$6.55M +$1.92M +63,115 +41%
AAS
188
Annex Advisory Services
Wisconsin
$6.53M +$118K +3,890 +2%
CAM
189
Capstone Asset Management
Texas
$6.52M -$80.7K -2,655 -1%
AG
190
Appleton Group
Wisconsin
$6.48M +$250K +8,235 +4%
CW
191
Cobiz Wealth
Colorado
$6.46M +$1.64M +53,880 +34%
Schroder Investment Management Group
192
Schroder Investment Management Group
United Kingdom
$6.41M +$5.61M +186,500 +704%
GIM
193
Goelzer Investment Management
Indiana
$6.32M +$97.4K +3,205 +2%
NCM
194
Novare Capital Management
North Carolina
$6.29M +$128K +4,225 +2%
CI
195
Conning Inc
Connecticut
$6.22M – – –
CCMG
196
Clark Capital Management Group
Pennsylvania
$6.13M +$2.58M +84,805 +73%
EWM
197
Evercore Wealth Management
New York
$6.12M +$753K +24,780 +14%
HC
198
Highmount Capital
New York
$6.08M +$535K +17,615 +10%
TCM
199
Towercrest Capital Management
Pennsylvania
$5.89M +$211K +7,055 +4%
CIM
200
CIM Investment Management
Pennsylvania
$5.87M +$802K +26,385 +16%
6 7
8
9 10