IJH icon

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 %
Barclays
201
Barclays
United Kingdom
$3.83M -$612K -22,325 -14%
AF
202
Arrow Financial
New York
$3.82M +$3.82M +138,905 New
SC
203
Stratford Consulting
Texas
$3.78M -$96.5K -3,510 -2%
NB
204
NBT Bank
New York
$3.78M +$33.4K +1,215 +0.9%
FHC
205
First Heartland Consultants
Missouri
$3.62M +$250K +9,080 +7%
MCTIC
206
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.61M -$2.88M – –
QA
207
Quantitative Advantage
Minnesota
$3.55M -$712K -25,890 -17%
Fidelity Investments
208
Fidelity Investments
Massachusetts
$3.54M +$18.8K +695 +0.5%
RCAG
209
Rehmann Capital Advisory Group
Michigan
$3.5M +$426K +15,480 +14%
Two Sigma Investments
210
Two Sigma Investments
New York
$3.44M +$3.44M +125,005 New
BWP
211
BSW Wealth Partners
Colorado
$3.36M -$8.64M -314,220 -72%
SMM
212
Stadion Money Management
Georgia
$3.26M -$377K -13,720 -10%
GC
213
Guggenheim Capital
Illinois
$3.22M -$310K -18,815 -9%
OC
214
Oppenheimer & Co
New York
$3.18M +$178K +6,475 +6%
Chevy Chase Trust
215
Chevy Chase Trust
Maryland
$2.93M -$173K -6,300 -6%
MA
216
Montag & Associates
Georgia
$2.92M -$24.7K -900 -0.8%
SSWM
217
Sheets Smith Wealth Management
North Carolina
$2.91M – – –
NL
218
NWAM LLC
Washington
$2.87M +$2.43M +88,260 +550%
WT
219
Whittier Trust
California
$2.83M -$43.7K -1,590 -2%
RPGK
220
Retirement Planning Group (Kansas)
Kansas
$2.79M -$117K -4,255 -4%
FTIOP
221
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.79M -$10.4K -380 -0.4%
SGK
222
Steigerwald Gordon & Koch
Virginia
$2.64M -$31.9K -1,160 -1%
SI
223
SII Investments
Wisconsin
$2.62M +$240K +9,250 +10%
BCM
224
Boltwood Capital Management
California
$2.62M -$13.7K -500 -0.5%
NC
225
NewSquare Capital
Pennsylvania
$2.59M -$1.48M -53,915 -36%
7 8
9
10 11