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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

708 hedge funds and large institutions have $17.7B invested in iShares Core S&P Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 276 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
18.9%
Holding in Top 10
139
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.3%
% of All Funds
3.71%
New
61
Increased
276
Reduced
266
Closed
53
Calls
$15.5M
Puts
$4.86M
Net Calls
+$10.6M
Net Calls Change
+$6.45M

Top Buyers

1
BIT
BlackRock Institutional Trust
California
+$121M
2
CS
Credit Suisse
Switzerland
+$115M
3
CC
Cedar Capital
Illinois
+$99.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$83.5M
5
Goldman Sachs
Goldman Sachs
New York
+$77.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.17B
2
Bank of America
Bank of America
North Carolina
-$142M
3
Morgan Stanley
Morgan Stanley
New York
-$115M
4
Citigroup
Citigroup
New York
-$78.8M
5
Wells Fargo
Wells Fargo
California
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
251
Fidelity Investments
Massachusetts
$4.02M -$1.27M -44,180 -24%
Franklin Resources
252
Franklin Resources
California
$4.02M -$60.7K -2,105 -1%
FCBT
253
First Citizens Bank & Trust
North Carolina
$4M +$143K +4,950 +4%
MCTIC
254
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.97M -$3.83M – –
CA
255
Cetera Advisors
Colorado
$3.95M -$708K -24,510 -15%
NPF
256
Norris Perne & French
Michigan
$3.87M +$1.02M +35,395 +36%
NB
257
NBT Bank
New York
$3.76M -$8.94K -310 -0.2%
EB
258
Eastern Bank
Massachusetts
$3.69M -$30.2M -1,048,470 -89%
PWLP
259
Prio Wealth Limited Partnership
Massachusetts
$3.64M +$563K +19,525 +18%
WT
260
Whittier Trust
California
$3.61M +$136K +4,700 +4%
SCG
261
Sonata Capital Group
Washington
$3.58M -$15.4K -535 -0.4%
SC
262
Stratford Consulting
Texas
$3.56M +$6.92K +240 +0.2%
BTS
263
BB&T Securities
Virginia
$3.53M +$43.4K +1,505 +1%
HighTower Advisors
264
HighTower Advisors
Illinois
$3.48M -$540K -18,745 -13%
BOTW
265
Bank of the West
California
$3.46M -$386K -13,385 -10%
FFWA
266
FRG Family Wealth Advisors
Washington
$3.45M – – –
SMH
267
Sanders Morris Harris
Texas
$3.39M +$3.39M +117,535 New
PFP
268
Pinnacle Financial Partners
Tennessee
$3.38M +$141K +4,900 +4%
PAMU
269
Pictet Asset Management (UK)
United Kingdom
$3.27M – – –
MC
270
Martin & Co
Tennessee
$3.26M -$3.93M -136,250 -55%
CCM
271
Canal Capital Management
Virginia
$3.22M +$1.49M +51,610 +86%
TC
272
Trust Company
Kansas
$3.19M +$2.07M +71,950 +186%
NL
273
NWAM LLC
Washington
$3.12M -$129K -4,460 -4%
BCM
274
Boltwood Capital Management
California
$3.1M – – –
FTIOP
275
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.09M -$107K -3,725 -3%
9 10
11
12 13