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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 %
PVH
251
Psagot Value Holdings
Israel
$5.33M – – –
FPCM
252
Financial Partners Capital Management
New York
$5.21M -$224K -7,365 -4%
SIC
253
Shoker Investment Counsel
Ohio
$5.2M -$22.4K -725 -0.4%
TWMH
254
Tiedemann Wealth Management Holdings
New York
$5.17M +$5.17M +166,945 New
RMDI
255
R.M. Davis Inc
Maine
$5.11M +$390K +12,590 +8%
GIA
256
GHP Investment Advisors
Colorado
$5.11M -$101K -3,280 -2%
Franklin Resources
257
Franklin Resources
California
$5.07M +$447K +14,435 +10%
MIAN
258
Mariner Independent Advisor Network
Kansas
$4.94M +$1.15M +37,165 +30%
AIA
259
Allegis Investment Advisors
Idaho
$4.92M +$894K +28,880 +22%
MI
260
Moneywise Inc
Virginia
$4.85M +$4.85M +156,690 New
MCTIC
261
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$4.64M -$6.03M – –
APSP
262
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.62M -$126K -4,075 -3%
CTA
263
Colonial Trust Advisors
South Carolina
$4.54M -$12.7K -410 -0.3%
FTIOP
264
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.46M +$1.19M +38,310 +36%
HPWM
265
Highland Private Wealth Management
Washington
$4.43M +$144K +4,650 +3%
BA
266
Bristlecone Advisors
Washington
$4.42M +$11.6K +375 +0.3%
GG
267
Gofen & Glossberg
Illinois
$4.4M -$149K -4,800 -3%
HighTower Advisors
268
HighTower Advisors
Illinois
$4.33M +$593K +19,135 +16%
CSA
269
Cottage Street Advisors
Massachusetts
$4.29M -$31.2K -1,010 -0.7%
PWAP
270
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.25M +$107K +3,465 +3%
PWW
271
Pettyjohn Wood & White
Virginia
$4.2M -$44.3K -1,430 -1%
ONB
272
Old National Bancorp
Indiana
$4.19M -$281K -9,090 -6%
NPF
273
Norris Perne & French
Michigan
$4.08M +$34.7K +1,120 +0.9%
PAMU
274
Pictet Asset Management (UK)
United Kingdom
$4.04M – – –
NB
275
NBT Bank
New York
$4.03M +$1.7K +55 +0%
9 10
11
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