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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

721 hedge funds and large institutions have $18.3B invested in iShares Core S&P Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 324 increasing their positions, 251 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+13
Holders Change %
+1.84%
% of All Funds
19.27%
Holding in Top 10
146
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.04%
% of All Funds
3.9%
New
53
Increased
324
Reduced
251
Closed
37
Calls
$10.4M
Puts
$20.5M
Net Calls
-$10.1M
Net Calls Change
-$20.8M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$214M
2
Morgan Stanley
Morgan Stanley
New York
+$78.5M
3
SMM
Stadion Money Management
Georgia
+$77.6M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$59.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$58.5M

Top Sellers

1
LPL Financial
LPL Financial
California
-$422M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$191M
3
CS
Credit Suisse
Switzerland
-$133M
4
Bank of America
Bank of America
North Carolina
-$68M
5
Goldman Sachs
Goldman Sachs
New York
-$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CONA
226
Capital One National Association
New York
$5.78M +$5.32M +177,950 +1,155%
CPA
227
Capital Planning Advisors
California
$5.75M -$7.62K -255 -0.1%
RWM
228
Rezny Wealth Management
Florida
$5.68M – – –
WI
229
WrapManager Inc
California
$5.66M -$114K -3,825 -2%
GWM
230
Geneos Wealth Management
Colorado
$5.62M +$3.9M +130,130 +226%
ICOA
231
Investment Centers of America
North Dakota
$5.61M -$102K -3,410 -2%
CAM
232
Capstone Asset Management
Texas
$5.58M -$163K -5,460 -3%
SFI
233
SPC Financial Inc
Maryland
$5.55M -$90.7K -3,035 -2%
PJSIMP
234
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.49M +$102K +3,405 +2%
Brown Advisory
235
Brown Advisory
Maryland
$5.45M -$1.32M -44,295 -20%
BTS
236
BB&T Securities
Virginia
$5.39M +$1.74M +58,105 +47%
NEPPG
237
New England Professional Planning Group
Rhode Island
$5.36M +$727K +23,425 +16%
RWG
238
Regal Wealth Group
California
$5.34M +$265K +8,855 +5%
FPCM
239
Financial Partners Capital Management
New York
$5.34M -$192K -6,420 -3%
VFP
240
Verus Financial Partners
Virginia
$5.26M -$37.5K -1,255 -0.7%
GT
241
Glenmede Trust
Pennsylvania
$5.2M -$27.2K -910 -0.5%
WCM
242
Weatherstone Capital Management
Colorado
$5.17M -$1.25M -41,950 -20%
RSVP
243
Ramsay Stattman Vela & Price
Colorado
$5.16M +$4.48K +150 +0.1%
PVH
244
Psagot Value Holdings
Israel
$5.14M – – –
DG
245
Davidson & Garrard
Virginia
$5.14M -$154K -5,160 -3%
SIAM
246
Sterling Investment Advisors (Missouri)
Missouri
$5.07M -$98.7K -3,305 -2%
SIC
247
Shoker Investment Counsel
Ohio
$5.05M +$8.37K +280 +0.2%
GIA
248
GHP Investment Advisors
Colorado
$5.03M -$23.5K -785 -0.5%
FAAS
249
First Allied Advisory Services
California
$4.99M -$529K -17,710 -10%
EWM
250
Evercore Wealth Management
New York
$4.7M – – –
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