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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
+$415M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$378M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$149M
4
SIM
Scottrade Investment Management
Missouri
+$106M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$94.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$106M
2
HI
Horizon Investments
North Carolina
-$95.5M
3
Principal Financial Group
Principal Financial Group
Iowa
-$29.5M
4
UCFA
United Capital Financial Advisors
Texas
-$27.8M
5
VA
Valmark Advisers
Ohio
-$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
251
Clark Capital Management Group
Pennsylvania
$6.96M -$4.51M -136,265 -39%
FHA
252
First Horizon Advisors
Tennessee
$6.94M – – –
VAM
253
Visionary Asset Management
Texas
$6.9M +$3.25M +98,200 +89%
PJSIMP
254
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.89M +$776K +23,470 +13%
BTS
255
BB&T Securities
Virginia
$6.87M – – –
MCTIC
256
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$6.87M -$4.64M – –
BTNA
257
Bremer Trust National Association
Minnesota
$6.8M +$730K +22,065 +12%
CFGF
258
Compass Financial Group (Florida)
Florida
$6.61M +$6.61M +199,875 New
LPL Financial
259
LPL Financial
California
$6.6M -$138K -4,140 -2%
WI
260
WrapManager Inc
California
$6.59M +$4.46K +135 +0.1%
FCM
261
Flinton Capital Management
Pennsylvania
$6.52M +$6.52M +197,260 New
FWCM
262
Ferguson Wellman Capital Management
Oregon
$6.5M +$4.14M +125,135 +175%
HPBT
263
High Point Bank & Trust
North Carolina
$6.41M -$3.61M -109,050 -36%
GWM
264
Geneos Wealth Management
Colorado
$6.39M -$3.02M -91,365 -32%
CW
265
Cobiz Wealth
Colorado
$6.31M +$160K +4,830 +3%
VIM
266
VCU Investment Management
Virginia
$6.2M +$6.2M +187,545 New
Brown Advisory
267
Brown Advisory
Maryland
$6.18M -$16.5K -500 -0.3%
ACM
268
Aviance Capital Management
Florida
$6.13M -$506K -15,315 -8%
PP
269
Pegasus Partners
Wisconsin
$6.12M +$6.12M +185,115 New
SCA
270
Stuart Chaussee & Associates
California
$6.05M +$6.05M +182,875 New
SFI
271
SPC Financial Inc
Maryland
$6.02M -$54.6K -1,650 -0.9%
BCM
272
Brookstone Capital Management
Illinois
$5.97M +$1.8M +54,495 +43%
Schroder Investment Management Group
273
Schroder Investment Management Group
United Kingdom
$5.89M -$804K -24,325 -12%
RMDI
274
R.M. Davis Inc
Maine
$5.79M +$321K +9,715 +6%
DG
275
Davidson & Garrard
Virginia
$5.75M +$18.8K +570 +0.3%
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