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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 %
Manulife (Manufacturers Life Insurance)
301
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.73M +$661K +19,980 +16%
GG
302
Gofen & Glossberg
Illinois
$4.69M -$6.45K -195 -0.1%
APSP
303
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.68M -$255K -7,700 -5%
CAM
304
Congress Asset Management
Massachusetts
$4.67M +$773K +23,365 +20%
SFS
305
Sowell Financial Services
Arkansas
$4.66M +$4.66M +134,665 New
QI
306
QS Investors
New York
$4.63M +$883K +26,715 +24%
CSA
307
Cottage Street Advisors
Massachusetts
$4.63M +$43K +1,300 +0.9%
HPWM
308
Highland Private Wealth Management
Washington
$4.6M -$127K -3,850 -3%
BA
309
Bristlecone Advisors
Washington
$4.57M -$160K -4,830 -3%
HSA
310
HBK Sorce Advisory
Pennsylvania
$4.56M +$2.07M +62,605 +83%
SHIM
311
Stone House Investment Management
Pennsylvania
$4.55M +$4.55M +137,575 New
NPF
312
Norris Perne & French
Michigan
$4.52M +$161K +4,855 +4%
MWM
313
Marietta Wealth Management
Georgia
$4.51M +$4.51M +136,275 New
ABC
314
Associated Banc-Corp
Wisconsin
$4.5M +$3.58M +108,285 +388%
FFWA
315
FRG Family Wealth Advisors
Washington
$4.42M +$489K +14,800 +12%
ONB
316
Old National Bancorp
Indiana
$4.39M -$85.8K -2,595 -2%
TWMH
317
Tiedemann Wealth Management Holdings
New York
$4.36M -$1.16M -35,135 -21%
PAMU
318
Pictet Asset Management (UK)
United Kingdom
$4.32M – – –
CAI
319
Capital Advisors Inc
Oklahoma
$4.29M +$4.29M +129,765 New
NB
320
NBT Bank
New York
$4.28M -$19K -575 -0.4%
SCA
321
Snowden Capital Advisors
New York
$4.27M +$1.32M +40,000 +45%
CB
322
Commerce Bank
Missouri
$4.25M +$1.32M +39,920 +45%
SCG
323
Sonata Capital Group
Washington
$4.22M -$165 -5 -0%
Chevy Chase Trust
324
Chevy Chase Trust
Maryland
$4.21M +$89.3K +2,700 +2%
MSAM
325
Moloney Securities Asset Management
Missouri
$4.15M +$4.15M +125,435 New
11 12
13
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