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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.

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
UBS Group
1
UBS Group
Switzerland
$265M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.97B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$412M
4
BIT
4
BlackRock Institutional Trust
California
$249M
5
Deutsche Bank
5
Deutsche Bank
Germany
$197M

Top Sellers

1
GHF
1
Good Harbor Financial
Illinois
$560M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.68M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$150M
4
PI
4
Placemark Investments
Illinois
$40.1M
5
USAA
5
United Services Automobile Association
Texas
$172M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.97B 27,388,094 +1,432,215 +6%
Wells Fargo
2
Wells Fargo
California
$1.79B 12,373,179 +240,200 +2%
Bank of America
3
Bank of America
North Carolina
$1.13B 7,771,823 +426,353 +6%
EFS
4
Edelman Financial Services
Virginia
$691M 4,774,366 +72,333 +2%
GHF
5
Good Harbor Financial
Illinois
$560M 3,869,764 -7,749,786 -67%
Morgan Stanley
6
Morgan Stanley
New York
$538M 3,714,000 +19,750 +0.5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$412M 2,842,405 +1,192,600 +72%
KeyBank National Association
8
KeyBank National Association
Ohio
$402M 2,776,493 +22,574 +0.8%
VA
9
Valmark Advisers
Ohio
$357M 2,466,128 -58,564 -2%
UBS Group
10
UBS Group
Switzerland
$265M 1,830,126 +1,830,126 New
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$264M 1,822,867 +40,014 +2%
BIT
12
BlackRock Institutional Trust
California
$249M 1,720,262 +791,236 +85%
Deutsche Bank
13
Deutsche Bank
Germany
$197M 1,360,599 +602,041 +79%
LPL Financial
14
LPL Financial
California
$179M 1,233,053 +91,826 +8%
USAA
15
United Services Automobile Association
Texas
$172M 1,184,797 -420,800 -26%
RFC
16
Regions Financial Corp
Alabama
$160M 1,103,671 +32,133 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$151M 1,044,382 +20,240 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$150M 1,034,441 -682,357 -40%
Goldman Sachs
19
Goldman Sachs
New York
$140M 966,628 +253,667 +36%
MIH
20
Madison Investment Holdings
Wisconsin
$133M 919,384 +143,061 +18%
AA
21
Alesco Advisors
New York
$127M 877,609 +471 +0.1%
Northern Trust
22
Northern Trust
Illinois
$119M 822,154 +38,636 +5%
BFA
23
BlackRock Fund Advisors
California
$118M 814,882 -23,623 -3%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$104M 719,691 +1,806 +0.3%
SIM
25
Sentry Investment Management
Wisconsin
$102M 707,000 +20,900 +3%
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