IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

868 hedge funds and large institutions have $22.6B invested in iShares Core S&P Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 394 increasing their positions, 223 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
+117
Holders Change %
+15.58%
% of All Funds
21.73%
Holding in Top 10
177
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+24.65%
% of All Funds
4.43%
New
152
Increased
394
Reduced
223
Closed
19
Calls
$23M
Puts
$5.22M
Net Calls
+$17.8M
Net Calls Change
+$10.8M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.66B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$482M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$766M
4
SIM
Scottrade Investment Management
Missouri
$106M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$121M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.27B
2
HI
Horizon Investments
North Carolina
$1.57M
3
Principal Financial Group
Principal Financial Group
Iowa
$23.3M
4
UCFA
United Capital Financial Advisors
Texas
$60.9M
5
VA
Valmark Advisers
Ohio
$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
226
NTV Asset Management
West Virginia
$8.52M +$1.29M +39,085 +18%
BIC
227
Bridges Investment Counsel
Nebraska
$8.43M -$1.24M -37,475 -13%
AAS
228
Annex Advisory Services
Wisconsin
$8.4M +$387K +11,700 +5%
CPA
229
Capital Planning Advisors
California
$8.39M +$1.29M +38,955 +18%
ACP
230
Arcus Capital Partners
Georgia
$8.33M -$1.97M -59,440 -19%
IF
231
Ironwood Financial
Arizona
$8.29M +$120K +3,615 +1%
BFM
232
Boston Financial Management
Massachusetts
$8.14M +$43K +1,300 +0.5%
AMG
233
Asset Management Group
Connecticut
$7.96M +$83.3K +2,520 +1%
NA
234
Neuburgh Advisers
California
$7.92M +$7.92M +239,530 New
WCM
235
Windsor Capital Management
Arizona
$7.92M +$196K +5,930 +3%
UBS AM
236
UBS AM
Illinois
$7.89M +$406K +12,270 +5%
LA
237
Lynch & Associates
Indiana
$7.61M -$127K -3,840 -2%
NCM
238
Novare Capital Management
North Carolina
$7.58M +$338K +10,230 +5%
TCM
239
Towercrest Capital Management
Pennsylvania
$7.58M -$90.6K -2,740 -1%
NCM
240
Neumann Capital Management
California
$7.54M -$85.8K -2,595 -1%
PMG
241
ProVise Management Group
Florida
$7.51M -$300K -9,080 -4%
RBCM
242
Raub Brock Capital Management
California
$7.46M +$106K +3,200 +1%
PWLP
243
Prio Wealth Limited Partnership
Massachusetts
$7.46M +$1.44M +43,555 +24%
FPFS
244
First Personal Financial Services
North Carolina
$7.35M +$35.4K +1,070 +0.5%
BPC
245
Banque Pictet & Cie
Switzerland
$7.3M -$90.9K -2,750 -1%
GT
246
Glenmede Trust
Pennsylvania
$7.22M -$41.7K -1,260 -0.6%
Fidelity Investments
247
Fidelity Investments
Massachusetts
$7.18M +$1.06M +31,800 +17%
TWM
248
Torch Wealth Management
Ohio
$7.15M – – –
JIC
249
Johnson Investment Counsel
Ohio
$7.08M -$22.6K -685 -0.3%
NC
250
NewSquare Capital
Pennsylvania
$7.03M +$673K +20,340 +11%
8 9
10
11 12