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 %
CCM
326
Coldstream Capital Management
Washington
$1.98M +$448K +15,550 +29%
VFS
327
VSR Financial Services
Kansas
$1.94M +$169K +5,845 +10%
WAM
328
Wealthspire Advisors (Maryland)
Maryland
$1.93M -$144K -4,985 -7%
SBH
329
Segall Bryant & Hamill
Illinois
$1.92M -$14.4K -500 -0.7%
SNT
330
Security National Trust
West Virginia
$1.9M -$15.1K -525 -0.8%
SFA
331
Sequoia Financial Advisors
Ohio
$1.88M +$831K +28,825 +79%
DADC
332
D.A. Davidson & Co
Montana
$1.88M -$2.37M -82,350 -56%
AIM
333
Advantage Investment Management
Iowa
$1.88M -$375K -13,005 -17%
CB
334
Commerce Bank
Missouri
$1.86M -$87.8K -3,045 -5%
PTC
335
Private Trust Company
Ohio
$1.86M +$18.2K +630 +1%
WA
336
WFG Advisors
Texas
$1.86M +$271K +9,385 +17%
FT
337
Fiduciary Trust
Massachusetts
$1.85M +$148K +5,115 +9%
Jane Street
338
Jane Street
New York
$1.84M +$1.3M +45,165 +241%
HSA
339
HBK Sorce Advisory
Pennsylvania
$1.83M +$1.51M +54,520 +484%
RCA
340
Rowland Carmichael Advisors
Arizona
$1.81M +$1.81M +62,725 New
DW
341
Domani Wealth
Pennsylvania
$1.8M +$187K +6,495 +12%
KPCM
342
Kings Point Capital Management
New York
$1.79M +$591K +20,505 +49%
CWM
343
Concert Wealth Management
California
$1.78M +$220K +7,645 +14%
CCM
344
Condor Capital Management
New Jersey
$1.77M +$39.5K +1,370 +2%
PMFA
345
Plante Moran Financial Advisors
Michigan
$1.74M -$276K -9,555 -14%
TFF
346
The Family Firm
Maryland
$1.71M -$75.8K -2,630 -4%
MWP
347
Moller Wealth Partners
$1.7M – – –
WB
348
WesBanco Bank
West Virginia
$1.69M +$461K +16,005 +38%
KWMG
349
King Wealth Management Group
Florida
$1.69M +$83.6K +2,900 +5%
RC
350
RegentAtlantic Capital
New Jersey
$1.68M +$4.33K +150 +0.3%
12 13
14
15 16