IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

751 hedge funds and large institutions have $19.2B invested in iShares Core S&P Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 330 increasing their positions, 234 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
20.07%
Holding in Top 10
142
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.74%
% of All Funds
3.79%
New
68
Increased
330
Reduced
234
Closed
24
Calls
$18.3M
Puts
$11.3M
Net Calls
+$6.99M
Net Calls Change
+$17.1M

Top Buyers

1
CM
Churchill Management
California
+$158M
2
HI
Horizon Investments
North Carolina
+$89.4M
3
HNB
Huntington National Bank
Ohio
+$62M
4
UBS Group
UBS Group
Switzerland
+$48.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.2M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$255M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$119M
3
Wells Fargo
Wells Fargo
California
-$110M
4
BIT
BlackRock Institutional Trust
California
-$82.1M
5
CC
Cedar Capital
Illinois
-$52.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
326
Natixis Advisors
Massachusetts
$2.58M +$235K +7,600 +10%
JWBC
327
J.W. Burns & Co
New York
$2.55M +$19.3K +625 +0.8%
HT
328
Hefren-Tillotson
Pennsylvania
$2.54M -$6.81K -220 -0.3%
KFS
329
Kissinger Financial Services
Maryland
$2.54M +$2.54M +82,005 New
TCM
330
Telos Capital Management
California
$2.53M +$96.1K +3,105 +4%
FLPIM
331
F.L. Putnam Investment Management
Massachusetts
$2.53M -$41.6K -1,345 -2%
MA
332
Montag & Associates
Georgia
$2.53M – – –
WP
333
WealthSource Partners
California
$2.5M -$246K -7,955 -9%
AC
334
Alley Company
Illinois
$2.46M +$25.2K +815 +1%
William Blair & Company
335
William Blair & Company
Illinois
$2.44M -$269K -8,685 -10%
SGK
336
Steigerwald Gordon & Koch
Virginia
$2.42M -$33.1K -1,075 -1%
MJRIC
337
Mogy Joel R Investment Counsel
California
$2.41M – – –
PTC
338
Private Trust Company
Ohio
$2.4M +$251K +8,130 +12%
RJT
339
Raymond James Trust
Florida
$2.39M +$137K +4,420 +6%
RBC
340
Ronald Blue & Co
Georgia
$2.39M +$1.28M +41,390 +116%
NDSI
341
Newman Dignan & Sheerar Inc
Rhode Island
$2.36M +$6.19K +200 +0.3%
MCM
342
Mitchell Capital Management
Kansas
$2.35M +$2.35M +75,985 New
HSA
343
HBK Sorce Advisory
Pennsylvania
$2.33M +$388K +12,530 +20%
CBT
344
Central Bank & Trust
Kentucky
$2.29M -$23.1K -745 -1%
GA
345
GFS Advisors
Texas
$2.28M +$53.4K +1,725 +2%
VFA
346
Voya Financial Advisors
Connecticut
$2.28M +$460K +15,000 +25%
FAM
347
Foothills Asset Management
Arizona
$2.27M +$2.27M +73,310 New
CFA
348
Carroll Financial Associates
North Carolina
$2.27M +$891K +28,815 +65%
HCC
349
Hirtle Callaghan & Co
Pennsylvania
$2.24M +$75.5K +2,440 +3%
MCWS
350
McKinley Carter Wealth Services
West Virginia
$2.24M +$350K +11,305 +19%
12 13
14
15 16