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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,264 hedge funds and large institutions have $29.1B invested in iShares Core S&P Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 494 increasing their positions, 420 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,264
Holders Change
+93
Holders Change %
+7.94%
% of All Funds
28.21%
Holding in Top 10
250
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.17%
% of All Funds
5.58%
New
200
Increased
494
Reduced
420
Closed
95
Calls
$22.5M
Puts
$11.1M
Net Calls
+$11.4M
Net Calls Change
-$27.6M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$696M
2
FCAS
First Command Advisory Services
Texas
$128M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.17B
4
HT
Hefren-Tillotson
Pennsylvania
$109M
5
Creative Planning
Creative Planning
Kansas
$355M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$655M
2
CWM
Cornerstone Wealth Management
Missouri
$6.3M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$0
4
HNB
Huntington National Bank
Ohio
$164M
5
USAA
United Services Automobile Association
Texas
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
201
Hudock Inc
Pennsylvania
$14.3M +$153K +4,645 +1%
AIA
202
Ally Invest Advisors
North Carolina
$14.1M +$14.1M +425,755 New
HFS
203
HL Financial Services
Kentucky
$14.1M +$2.29M +68,920 +19%
CA
204
Clearstead Advisors
Ohio
$14.1M +$1M +30,110 +8%
TCM
205
Traynor Capital Management
Pennsylvania
$13.9M +$38.4K +1,155 +0.3%
CA
206
Calton & Associates
Florida
$13.8M -$2.76M -82,955 -17%
PAM
207
Peninsula Asset Management
Florida
$13.7M +$106K +3,200 +0.8%
DADC
208
D.A. Davidson & Co
Montana
$13.7M -$451K -13,565 -3%
CC
209
Cedar Capital
Illinois
$13.3M -$1.31M -39,315 -9%
MIAN
210
Mariner Independent Advisor Network
Kansas
$13.3M -$6.4M -184,075 -33%
PFA
211
Pettinga Financial Advisors
Indiana
$13.1M +$13.1M +395,040 New
HCA
212
Horan Capital Advisors
Ohio
$13.1M +$560K +16,850 +4%
CTA
213
Chesley Taft & Associates
Illinois
$13.1M -$15.4K -465 -0.1%
Natixis Advisors
214
Natixis Advisors
Massachusetts
$13.1M +$9.51M +286,485 +269%
CA
215
Cetera Advisors
Colorado
$12.8M -$1.19M -36,075 -9%
SB
216
Simmons Bank
Arkansas
$12.7M -$111K -3,350 -0.9%
WTC
217
WhitTier Trust Company
Nevada
$12.7M -$1.72M -51,795 -12%
ACM
218
Armbruster Capital Management
New York
$12.6M -$1.03M -30,875 -8%
WAM
219
Watermark Asset Management
California
$12.5M -$103K -3,110 -0.8%
ATC
220
Argent Trust Co
Tennessee
$12.2M +$4.99M +150,235 +69%
SFG
221
StrategIQ Financial Group
Indiana
$12.2M +$345K +10,385 +3%
RMDI
222
R.M. Davis Inc
Maine
$12.2M +$429K +12,930 +4%
FWIA
223
Fort Washington Investment Advisors
Ohio
$11.9M +$262K +7,885 +2%
SHCM
224
Stokes & Hubbell Capital Management
Louisiana
$11.9M -$708K -21,325 -6%
KCM
225
Kanawha Capital Management
Virginia
$11.9M +$125K +3,765 +1%
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