IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

707 hedge funds and large institutions have $18.1B invested in iShares Core S&P Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 299 increasing their positions, 204 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+71
Holders Change %
+11.16%
% of All Funds
18.57%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
3.47%
New
111
Increased
299
Reduced
204
Closed
29
Calls
$5.6M
Puts
$1.4M
Net Calls
+$4.2M
Net Calls Change
-$5.47M

Top Buyers

1
LPL Financial
LPL Financial
California
$400M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$481M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.26B
4
UB
UMB Bank
Missouri
$84.3M
5
Wells Fargo
Wells Fargo
California
$1.86B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$39.2M
2
HNB
Huntington National Bank
Ohio
$52.1M
3
USAA
United Services Automobile Association
Texas
$49.1M
4
NG
NatWest Group
United Kingdom
$0
5
VA
Valmark Advisers
Ohio
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPWM
301
Highland Private Wealth Management
Washington
$2.43M +$2.43M +87,230 New
SS
302
Simplicity Solutions
Minnesota
$2.42M +$2.42M +86,950 New
MA
303
Montag & Associates
Georgia
$2.39M -$281K -10,100 -11%
SGK
304
Steigerwald Gordon & Koch
Virginia
$2.36M -$83.8K -3,025 -3%
NEPPG
305
New England Professional Planning Group
Rhode Island
$2.35M +$224K +8,070 +11%
JWBC
306
J.W. Burns & Co
New York
$2.3M +$579K +20,770 +34%
AFG
307
Albion Financial Group
Utah
$2.27M -$59.8K -2,145 -3%
RJT
308
Raymond James Trust
Florida
$2.25M +$509K +18,265 +29%
RW
309
Rand Wealth
Maryland
$2.25M +$153K +5,480 +7%
PP
310
Palladium Partners
Virginia
$2.25M +$416K +14,925 +23%
AIM
311
Advantage Investment Management
Iowa
$2.17M +$2.12M +76,120 +4,006%
TCM
312
Telos Capital Management
California
$2.14M +$69.5K +2,495 +3%
CFA
313
Cahill Financial Advisors
Minnesota
$2.14M +$144K +5,150 +7%
AC
314
Alley Company
Illinois
$2.13M +$26.9K +965 +1%
SHCM
315
Stokes & Hubbell Capital Management
Louisiana
$2.13M +$552K +19,875 +35%
Thrivent Financial for Lutherans
316
Thrivent Financial for Lutherans
Minnesota
$2.11M -$752K -26,995 -26%
William Blair & Company
317
William Blair & Company
Illinois
$2.02M +$77.6K +2,785 +4%
WAM
318
Wealthspire Advisors (Maryland)
Maryland
$2.01M +$2.01M +71,970 New
PGA
319
Portland Global Advisors
Maine
$1.99M -$9.89K -355 -0.5%
BIM
320
Bridgecreek Investment Management
Oklahoma
$1.98M -$1.53M -54,875 -44%
CCT
321
Capital City Trust
Florida
$1.97M – – –
PG
322
Patten Group
Tennessee
$1.96M +$7.66K +275 +0.4%
PMFA
323
Plante Moran Financial Advisors
Michigan
$1.94M +$78.6K +2,820 +4%
TFCP
324
Twin Focus Capital Partners
Massachusetts
$1.93M +$490K +17,580 +34%
GA
325
GFS Advisors
Texas
$1.93M -$102K -3,655 -5%
11 12
13
14 15