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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.

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
1
JPMorgan Chase & Co
New York
$3.33B
2
MIH
2
Madison Investment Holdings
Wisconsin
$118M
3
Bank of America
3
Bank of America
North Carolina
$892M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$28.9M
5
Jane Street
5
Jane Street
New York
$27.7M

Top Sellers

1
GHF
1
Good Harbor Financial
Illinois
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$74.8M
3
PI
3
Placemark Investments
Illinois
$4.91M
4
VAM
4
Visionary Asset Management
Texas
$296K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$10M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.33B 24,233,253 +1,128,376 +5%
Wells Fargo
2
Wells Fargo
California
$1.64B 11,931,059 -249,431 -2%
Bank of America
3
Bank of America
North Carolina
$892M 6,492,079 +303,268 +5%
EFS
4
Edelman Financial Services
Virginia
$614M 4,469,381 +83,368 +2%
Morgan Stanley
5
Morgan Stanley
New York
$498M 3,622,398 +136,928 +4%
VA
6
Valmark Advisers
Ohio
$387M 2,814,755 +129,861 +5%
KeyBank National Association
7
KeyBank National Association
Ohio
$362M 2,635,075 +94,903 +4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$228M 1,655,439 -49,313 -3%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$227M 1,653,598 +1,008 +0.1%
U
10
UBS
Switzerland
$194M 1,414,020 +192,424 +16%
USAA
11
United Services Automobile Association
Texas
$190M 1,383,740 – –
LPL Financial
12
LPL Financial
California
$175M 1,269,496 +6,554 +0.5%
RFC
13
Regions Financial Corp
Alabama
$140M 1,020,388 +11,953 +1%
BIT
14
BlackRock Institutional Trust
California
$126M 919,759 +34,615 +4%
AA
15
Alesco Advisors
New York
$119M 865,084 +503 +0.1%
MIH
16
Madison Investment Holdings
Wisconsin
$118M 856,156 +367,322 +75%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$105M 761,985 -28,594 -4%
Deutsche Bank
18
Deutsche Bank
Germany
$104M 756,458 +2,112 +0.3%
BFA
19
BlackRock Fund Advisors
California
$99.6M 724,189 -41,038 -5%
Northern Trust
20
Northern Trust
Illinois
$93.9M 683,026 +66,222 +11%
SIM
21
Sentry Investment Management
Wisconsin
$89.1M 648,000 -4,000 -0.6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$86.9M 632,166 -329,980 -34%
V
23
Veritable
Delaware
$84.5M 614,510 -3,046 -0.5%
Citigroup
24
Citigroup
New York
$81.9M 595,922 +6,115 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$74.8M 544,323 -1,614,743 -75%
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