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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 %
MFS
201
MSI Financial Services
Massachusetts
$5.85M +$3.03M +99,700 +108%
DG
202
Davidson & Garrard
Virginia
$5.74M -$46.4K -1,525 -0.8%
JIC
203
Johnson Investment Counsel
Ohio
$5.62M +$232K +7,635 +4%
OC
204
Oppenheimer & Co
New York
$5.61M +$159K +5,230 +3%
Franklin Resources
205
Franklin Resources
California
$5.54M +$1.84M +60,665 +50%
CASB
206
Cape Ann Savings Bank
Massachusetts
$5.51M +$1.66M +54,705 +43%
Credit Agricole
207
Credit Agricole
France
$5.51M – – –
SPL
208
Smart Portfolios LLC
Washington
$5.48M -$3.24M -109,925 -37%
VFP
209
Verus Financial Partners
Virginia
$5.47M -$379K -12,480 -6%
WCM
210
Windsor Capital Management
Arizona
$5.45M -$793K -26,085 -13%
RSVP
211
Ramsay Stattman Vela & Price
Colorado
$5.44M +$88.9K +2,925 +2%
SIAM
212
Sterling Investment Advisors (Missouri)
Missouri
$5.4M -$136K -4,480 -2%
GIA
213
GHP Investment Advisors
Colorado
$5.39M -$43K -1,415 -0.8%
RIA
214
Regal Investment Advisors
Michigan
$5.39M +$4.29M +141,225 +391%
RCAG
215
Rehmann Capital Advisory Group
Michigan
$5.38M +$10.6K +350 +0.2%
FPCM
216
Financial Partners Capital Management
New York
$5.36M +$437K +14,390 +9%
PMG
217
ProVise Management Group
Florida
$5.3M +$36.6K +1,205 +0.7%
Fidelity Investments
218
Fidelity Investments
Massachusetts
$5.28M -$502K -16,465 -9%
SAS
219
Stelac Advisory Services
New York
$5.17M +$4.18M +139,410 +422%
PVH
220
Psagot Value Holdings
Israel
$5.11M +$1.98K +65 +0%
TWM
221
Torch Wealth Management
Ohio
$5.1M +$287K +9,450 +6%
SIC
222
Shoker Investment Counsel
Ohio
$4.96M -$278K -9,135 -5%
SHA
223
Smith Hayes Advisers
Nebraska
$4.92M +$222K +7,315 +5%
CA
224
Cetera Advisors
Colorado
$4.88M +$105K +3,450 +2%
Citadel Advisors
225
Citadel Advisors
Florida
$4.76M +$4.76M +156,670 New
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