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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

721 hedge funds and large institutions have $18.3B invested in iShares Core S&P Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 324 increasing their positions, 251 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+13
Holders Change %
+1.84%
% of All Funds
19.27%
Holding in Top 10
146
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.04%
% of All Funds
3.9%
New
53
Increased
324
Reduced
251
Closed
37
Calls
$10.4M
Puts
$20.5M
Net Calls
-$10.1M
Net Calls Change
-$20.8M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$214M
2
Morgan Stanley
Morgan Stanley
New York
+$78.5M
3
SMM
Stadion Money Management
Georgia
+$77.6M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$59.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$58.5M

Top Sellers

1
LPL Financial
LPL Financial
California
-$422M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$191M
3
CS
Credit Suisse
Switzerland
-$133M
4
Bank of America
Bank of America
North Carolina
-$68M
5
Goldman Sachs
Goldman Sachs
New York
-$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOTW
301
Bank of the West
California
$2.97M -$609K -20,365 -17%
AWM
302
Avior Wealth Management
Nebraska
$2.94M +$103K +3,450 +4%
IP
303
Investment Partners
Ohio
$2.88M -$54.7K -1,830 -2%
BAC
304
Boys Arnold & Co
North Carolina
$2.73M +$1.04M +34,725 +61%
CFA
305
Cahill Financial Advisors
Minnesota
$2.71M +$387K +12,955 +17%
AFG
306
Albion Financial Group
Utah
$2.71M +$20.3K +680 +0.8%
PP
307
Palladium Partners
Virginia
$2.7M +$14.2K +475 +0.5%
WP
308
WealthSource Partners
California
$2.66M -$82.5K -2,760 -3%
RWA
309
River Wealth Advisors
Pennsylvania
$2.62M +$411K +13,755 +19%
William Blair & Company
310
William Blair & Company
Illinois
$2.62M +$84.7K +2,835 +3%
CAM
311
Congress Asset Management
Massachusetts
$2.61M +$143K +4,795 +6%
OC
312
Oppenheimer & Co
New York
$2.61M +$257K +8,605 +11%
SMH
313
Sanders Morris Harris
Texas
$2.55M -$962K -32,195 -27%
TFCP
314
Twin Focus Capital Partners
Massachusetts
$2.54M +$300K +10,040 +13%
CCM
315
Colorado Capital Management
Colorado
$2.51M +$361K +12,095 +17%
FLPIM
316
F.L. Putnam Investment Management
Massachusetts
$2.48M -$13K -435 -0.5%
HT
317
Hefren-Tillotson
Pennsylvania
$2.46M -$366K -12,250 -13%
JWBC
318
J.W. Burns & Co
New York
$2.45M +$73.8K +2,470 +3%
MA
319
Montag & Associates
Georgia
$2.44M -$19.4K -650 -0.8%
WAM
320
Wealthspire Advisors (Maryland)
Maryland
$2.37M +$371K +12,410 +19%
SGK
321
Steigerwald Gordon & Koch
Virginia
$2.36M -$50.5K -1,700 -2%
AC
322
Alley Company
Illinois
$2.35M +$24.2K +810 +1%
TCM
323
Telos Capital Management
California
$2.35M +$76.6K +2,565 +3%
MJRIC
324
Mogy Joel R Investment Counsel
California
$2.33M – – –
CB
325
Commerce Bank
Missouri
$2.32M +$391K +13,090 +20%
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