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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

751 hedge funds and large institutions have $19.2B invested in iShares Core S&P Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 330 increasing their positions, 234 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
20.07%
Holding in Top 10
142
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.74%
% of All Funds
3.79%
New
68
Increased
330
Reduced
234
Closed
24
Calls
$18.3M
Puts
$11.3M
Net Calls
+$6.99M
Net Calls Change
+$17.1M

Top Buyers

1
CM
Churchill Management
California
$158M
2
HI
Horizon Investments
North Carolina
$90.8M
3
HNB
Huntington National Bank
Ohio
$62M
4
UBS Group
UBS Group
Switzerland
$585M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$354M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$97.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.16B
3
Wells Fargo
Wells Fargo
California
$2.1B
4
BIT
BlackRock Institutional Trust
California
$544M
5
CC
Cedar Capital
Illinois
$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
226
Johnson Investment Counsel
Ohio
$6.65M +$15.8K +510 +0.2%
CPA
227
Capital Planning Advisors
California
$6.64M +$691K +22,325 +12%
TH
228
Timber Hill
Connecticut
$6.49M -$910K -29,410 -12%
ICOA
229
Investment Centers of America
North Dakota
$6.44M +$628K +20,250 +11%
Schroder Investment Management Group
230
Schroder Investment Management Group
United Kingdom
$6.26M +$96.7K +3,125 +2%
ACM
231
Aviance Capital Management
Florida
$6.21M +$2.44M +78,845 +65%
LPL Financial
232
LPL Financial
California
$6.2M -$428K -14,005 -6%
WI
233
WrapManager Inc
California
$6.16M +$297K +9,610 +5%
NC
234
NewSquare Capital
Pennsylvania
$5.94M +$1.54M +49,640 +35%
NPC
235
National Planning Corporation
California
$5.82M +$36.1K +1,200 +0.6%
Brown Advisory
236
Brown Advisory
Maryland
$5.8M +$148K +4,785 +3%
CW
237
Cobiz Wealth
Colorado
$5.75M -$278K -8,980 -5%
PJSIMP
238
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.72M +$38.4K +1,240 +0.7%
BTNA
239
Bremer Trust National Association
Minnesota
$5.68M +$892K +28,815 +19%
SFI
240
SPC Financial Inc
Maryland
$5.68M -$64.2K -2,075 -1%
AIS
241
Accurate Investment Solutions
Pennsylvania
$5.67M +$5.67M +183,095 New
Fidelity Investments
242
Fidelity Investments
Massachusetts
$5.66M +$1.65M +53,770 +41%
PWLP
243
Prio Wealth Limited Partnership
Massachusetts
$5.63M +$846K +27,350 +18%
RWG
244
Regal Wealth Group
California
$5.6M +$70.1K +2,265 +1%
CAM
245
Capstone Asset Management
Texas
$5.56M -$219K -7,085 -4%
EWM
246
Evercore Wealth Management
New York
$5.42M +$559K +18,060 +11%
DG
247
Davidson & Garrard
Virginia
$5.36M +$45.3K +1,465 +0.9%
SIAM
248
Sterling Investment Advisors (Missouri)
Missouri
$5.36M +$118K +3,825 +2%
VFP
249
Verus Financial Partners
Virginia
$5.36M -$89.6K -2,895 -2%
RSVP
250
Ramsay Stattman Vela & Price
Colorado
$5.33M -$8.51K -275 -0.2%
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