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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 %
RCAG
201
Rehmann Capital Advisory Group
Michigan
$5.12M +$109K +3,755 +2%
EWM
202
Evercore Wealth Management
New York
$5.11M -$677K -23,370 -12%
RSVP
203
Ramsay Stattman Vela & Price
Colorado
$5.1M +$148K +5,125 +3%
PMG
204
ProVise Management Group
Florida
$5.02M +$91.8K +3,170 +2%
SIC
205
Shoker Investment Counsel
Ohio
$4.99M -$46.2K -1,595 -0.9%
PVH
206
Psagot Value Holdings
Israel
$4.87M +$72.4K +2,500 +2%
CIM
207
CIM Investment Management
Pennsylvania
$4.83M +$133K +4,610 +3%
FPCM
208
Financial Partners Capital Management
New York
$4.69M +$724K +24,985 +18%
CW
209
Cobiz Wealth
Colorado
$4.6M +$878K +30,315 +24%
TWM
210
Torch Wealth Management
Ohio
$4.58M -$1.6M -55,265 -26%
DADC
211
D.A. Davidson & Co
Montana
$4.56M +$280K +9,660 +7%
CA
212
Cetera Advisors
Colorado
$4.56M -$157K -5,420 -3%
SHA
213
Smith Hayes Advisers
Nebraska
$4.48M +$219K +7,550 +5%
LWM
214
LBA Wealth Management
Florida
$4.41M +$1.67M +57,550 +61%
CCWA
215
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.32M -$639K -22,050 -13%
FPFS
216
First Personal Financial Services
North Carolina
$4.31M +$4.31M +148,985 New
MCM
217
MAI Capital Management
Ohio
$4.31M +$4.31M +148,840 New
PWW
218
Pettyjohn Wood & White
Virginia
$4.18M -$63.7K -2,200 -2%
JIP
219
Jaffetilchin Investment Partners
Florida
$4.09M +$4.09M +141,225 New
GG
220
Gofen & Glossberg
Illinois
$4.02M -$26.9K -930 -0.7%
GT
221
Greenleaf Trust
Michigan
$3.91M -$1.24M -42,910 -24%
ATC
222
Argent Trust Company
Louisiana
$3.89M -$11.9K -410 -0.3%
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$3.88M +$191K +6,595 +5%
HFS
224
HL Financial Services
Kentucky
$3.86M -$2.49M -86,005 -39%
NB
225
NBT Bank
New York
$3.84M +$12K +415 +0.3%
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