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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
$579M
2
CS
Credit Suisse
Switzerland
$130M
3
CC
Cedar Capital
Illinois
$99.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$271M
5
Goldman Sachs
Goldman Sachs
New York
$118M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.24B
2
Bank of America
Bank of America
North Carolina
$1.02B
3
Morgan Stanley
Morgan Stanley
New York
$527M
4
Citigroup
Citigroup
New York
$9.18M
5
Wells Fargo
Wells Fargo
California
$1.85B
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
276
Chevy Chase Trust
Maryland
$3.05M -$43.7K -1,515 -1%
SSWM
277
Sheets Smith Wealth Management
North Carolina
$3.05M – – –
PCM
278
Perritt Capital Management
Illinois
$3.04M +$275K +9,535 +10%
FWM
279
Frontier Wealth Management
Missouri
$3.03M +$52.5K +1,820 +2%
GC
280
Guggenheim Capital
Illinois
$3.02M – – –
GS
281
Girard Securities
California
$3.02M -$241K -8,365 -7%
AC
282
Alexandria Capital
Virginia
$2.99M -$36.8K -1,275 -1%
AIA
283
Allegis Investment Advisors
Idaho
$2.98M +$259K +8,980 +10%
Manulife (Manufacturers Life Insurance)
284
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.95M -$3.05M -105,880 -51%
FC
285
FCA Corp
Texas
$2.87M +$175K +6,070 +7%
PWAP
286
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.85M +$155K +5,360 +6%
SHCM
287
Stokes & Hubbell Capital Management
Louisiana
$2.8M +$596K +20,670 +27%
PPA
288
Parametric Portfolio Associates
Washington
$2.8M -$250K -8,655 -8%
CFB
289
Cullen/Frost Bankers
Texas
$2.76M +$172K +5,970 +7%
IP
290
Investment Partners
Ohio
$2.74M +$65.8K +2,360 +2%
AWM
291
Avior Wealth Management
Nebraska
$2.74M +$2.3M +79,580 +517%
HT
292
Hefren-Tillotson
Pennsylvania
$2.73M -$31.9M -1,107,650 -92%
WP
293
WealthSource Partners
California
$2.64M +$2.64M +91,615 New
AFG
294
Albion Financial Group
Utah
$2.59M +$249K +8,640 +11%
PP
295
Palladium Partners
Virginia
$2.59M +$264K +9,150 +11%
MIAN
296
Mariner Independent Advisor Network
Kansas
$2.59M +$896K +31,080 +53%
FWCM
297
Ferguson Wellman Capital Management
Oregon
$2.58M +$34.3K +1,190 +1%
William Blair & Company
298
William Blair & Company
Illinois
$2.45M +$355K +12,330 +17%
SG Americas Securities
299
SG Americas Securities
New York
$2.44M +$2.44M +84,545 New
FLPIM
300
F.L. Putnam Investment Management
Massachusetts
$2.41M -$151K -5,240 -6%
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