IJH icon

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 %
CBT
301
Central Bank & Trust
Kentucky
$2.4M +$538K +18,665 +29%
CAM
302
Congress Asset Management
Massachusetts
$2.38M -$719K -24,940 -23%
MA
303
Montag & Associates
Georgia
$2.37M -$101K -3,500 -4%
SGK
304
Steigerwald Gordon & Koch
Virginia
$2.33M -$106K -3,690 -4%
Natixis Advisors
305
Natixis Advisors
Massachusetts
$2.3M -$1.66M -57,400 -42%
JWBC
306
J.W. Burns & Co
New York
$2.29M -$91.1K -3,160 -4%
OC
307
Oppenheimer & Co
New York
$2.27M -$3.65M -126,595 -62%
MJRIC
308
Mogy Joel R Investment Counsel
California
$2.25M +$2.02M +70,075 +891%
AC
309
Alley Company
Illinois
$2.25M +$37.1K +1,285 +2%
CFA
310
Cahill Financial Advisors
Minnesota
$2.25M +$34.2K +1,185 +2%
ACM
311
Argentus Capital Management
Texas
$2.23M +$1.98M +68,590 +772%
TCM
312
Telos Capital Management
California
$2.2M -$18.2K -630 -0.8%
NEPWA
313
New England Private Wealth Advisors
Massachusetts
$2.19M -$3.82M -132,430 -64%
NDSI
314
Newman Dignan & Sheerar Inc
Rhode Island
$2.16M -$475K -16,485 -18%
RJT
315
Raymond James Trust
Florida
$2.14M -$182K -6,305 -8%
RWA
316
River Wealth Advisors
Pennsylvania
$2.14M +$1.28M +44,410 +150%
RW
317
Rand Wealth
Maryland
$2.11M -$218K -7,560 -9%
GA
318
GFS Advisors
Texas
$2.1M +$112K +3,900 +6%
CCM
319
Colorado Capital Management
Colorado
$2.07M +$600K +20,815 +41%
TFCP
320
Twin Focus Capital Partners
Massachusetts
$2.06M +$159K +5,775 +8%
PGA
321
Portland Global Advisors
Maine
$2.06M – – –
CCT
322
Capital City Trust
Florida
$2.04M – – –
PG
323
Patten Group
Tennessee
$2.04M +$12.3K +425 +0.6%
HCC
324
Hirtle Callaghan & Co
Pennsylvania
$2.02M +$360K +12,500 +22%
BIM
325
Bridgecreek Investment Management
Oklahoma
$1.99M -$54.1K -1,875 -3%
11 12
13
14 15