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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

551 hedge funds and large institutions have $16.2B invested in iShares Core S&P Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+22
Holders Change %
+4.16%
% of All Funds
15.85%
Holding in Top 10
103
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.42%
% of All Funds
2.96%
New
46
Increased
240
Reduced
177
Closed
20
Calls
$37.7M
Puts
$11.9M
Net Calls
+$25.9M
Net Calls Change
+$11.2M

Top Buyers

1
GHF
1
Good Harbor Financial
Illinois
$1.19B
2
Citigroup
2
Citigroup
New York
$450M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$198M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.56B
5
U
5
UBS
Switzerland
$290M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$349M
2
CFG
2
CKW Financial Group
Hawaii
$24K
3
Jane Street
3
Jane Street
New York
$361K
4
HNB
4
Huntington National Bank
Ohio
$35.3M
5
LPT
5
Legacy Private Trust
Wisconsin
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHFS
201
Cobble Hill Financial Services
New Jersey
$4.01M – – –
NB
202
NBT Bank
New York
$3.92M -$21.2K -740 -0.5%
SC
203
Stratford Consulting
Texas
$3.86M -$81.7K -2,855 -2%
SMM
204
Stadion Money Management
Georgia
$3.85M +$450K +15,710 +13%
MCTIC
205
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.83M -$3.61M – –
ATC
206
Argent Trust Company
Louisiana
$3.82M +$3.82M +133,635 New
Barclays
207
Barclays
United Kingdom
$3.82M -$186K -6,520 -5%
AF
208
Arrow Financial
New York
$3.76M -$220K -7,685 -6%
PFG
209
Pacific Financial Group
Washington
$3.72M +$2.65M +92,760 +250%
FHC
210
First Heartland Consultants
Missouri
$3.65M -$117K -4,105 -3%
SWP
211
Stratos Wealth Partners
Ohio
$3.62M +$3.62M +126,365 New
Thrivent Financial for Lutherans
212
Thrivent Financial for Lutherans
Minnesota
$3.61M +$1.13M +39,535 +46%
BWP
213
BSW Wealth Partners
Colorado
$3.44M -$54.4K -1,900 -2%
Chevy Chase Trust
214
Chevy Chase Trust
Maryland
$3.42M +$372K +12,990 +12%
PFS
215
Prospera Financial Services
Texas
$3.37M +$2.9M +101,225 +608%
KFS
216
KMS Financial Services
Washington
$3.34M +$868K +30,335 +35%
GT
217
Glenmede Trust
Pennsylvania
$3.16M +$600K +20,975 +23%
Natixis Advisors
218
Natixis Advisors
Massachusetts
$3.05M +$2.46M +86,080 +424%
BRWA
219
B. Riley Wealth Advisors
Florida
$3.04M +$2.55M +173,610 +515%
SSWM
220
Sheets Smith Wealth Management
North Carolina
$3.03M – – –
SI
221
SII Investments
Wisconsin
$3M +$120K +4,215 +4%
MA
222
Montag & Associates
Georgia
$2.99M -$50.1K -1,750 -2%
EP
223
Edgestream Partners
New Jersey
$2.98M +$2.98M +104,070 New
NL
224
NWAM LLC
Washington
$2.92M -$61.7K -2,155 -2%
CAM
225
Congress Asset Management
Massachusetts
$2.84M -$1.94M -67,835 -41%
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