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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 %
TRCT
326
Tower Research Capital (TRC)
New York
$4.15M +$4.15M +125,420 New
RCM
327
Riverhead Capital Management
Delaware
$4.13M +$4.13M +124,825 New
EK
328
Evensky & Katz
Florida
$4.06M -$203K -6,140 -5%
SHCM
329
Stokes & Hubbell Capital Management
Louisiana
$4.01M +$255K +7,705 +7%
AA
330
Advisory Alpha
Michigan
$4.01M +$4.01M +116,505 New
OC
331
Oppenheimer & Co
New York
$3.96M +$328K +9,930 +9%
WCM
332
Weatherstone Capital Management
Colorado
$3.93M +$1.54M +46,665 +65%
FWM
333
Frontier Wealth Management
Missouri
$3.89M +$625K +18,905 +19%
SC
334
Stratford Consulting
Texas
$3.88M -$21.5K -650 -0.6%
PFP
335
Pinnacle Financial Partners
Tennessee
$3.85M +$19.5K +590 +0.5%
BAC
336
Boys Arnold & Co
North Carolina
$3.81M +$697K +21,065 +22%
CFA
337
Cahill Financial Advisors
Minnesota
$3.77M +$432K +13,060 +13%
LPT
338
Legacy Private Trust
Wisconsin
$3.77M -$3.41M -103,255 -48%
GHCM
339
Glen Harbor Capital Management
California
$3.73M +$3.73M +112,720 New
CCM
340
Canal Capital Management
Virginia
$3.73M -$71.3K -2,155 -2%
LFAS
341
Level Four Advisory Services
Texas
$3.7M +$3.7M +111,835 New
GS
342
Girard Securities
California
$3.68M +$359K +10,865 +11%
RIA
343
Regal Investment Advisors
Michigan
$3.68M +$2.2M +66,550 +149%
WDL
344
Well Done LLC
Michigan
$3.67M +$3.35M +101,365 +1,064%
NL
345
NWAM LLC
Washington
$3.63M +$68.9K +2,085 +2%
BCM
346
Boltwood Capital Management
California
$3.61M -$165K -5,000 -4%
Two Sigma Advisers
347
Two Sigma Advisers
New York
$3.59M +$3.01M +91,000 +520%
RBC
348
Ronald Blue & Co
Georgia
$3.55M +$1M +30,285 +39%
KTC
349
Kistler-Tiffany Companies
Pennsylvania
$3.53M +$509K +15,385 +17%
AWM
350
Avior Wealth Management
Nebraska
$3.5M +$97.7K +2,955 +3%
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