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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 %
BIM
351
Bridgecreek Investment Management
Oklahoma
$1.92M -$149K -4,975 -7%
PMFA
352
Plante Moran Financial Advisors
Michigan
$1.91M +$108K +3,600 +6%
DADC
353
D.A. Davidson & Co
Montana
$1.88M -$66K -2,210 -3%
FTS
354
Fifth Third Securities
Ohio
$1.87M +$219K +7,345 +13%
HSA
355
HBK Sorce Advisory
Pennsylvania
$1.87M -$93.8K -3,140 -5%
KTC
356
Kistler-Tiffany Companies
Pennsylvania
$1.87M +$1.65M +55,375 +772%
KWMG
357
King Wealth Management Group
Florida
$1.85M +$97.6K +3,265 +6%
SFA
358
Sequoia Financial Advisors
Ohio
$1.85M -$105K -3,510 -5%
BFG
359
Beacon Financial Group
Texas
$1.83M +$1.44M +49,250 +369%
CCM
360
Condor Capital Management
New Jersey
$1.83M -$9.11K -305 -0.5%
MCWS
361
McKinley Carter Wealth Services
West Virginia
$1.82M +$435K +14,560 +31%
CWM
362
Concert Wealth Management
California
$1.81M -$36K -1,210 -2%
NFG
363
Nations Financial Group
Iowa
$1.79M +$94.1K +3,150 +6%
TFF
364
The Family Firm
Maryland
$1.77M +$4.63K +155 +0.3%
MWP
365
Moller Wealth Partners
$1.76M – – –
VFA
366
Voya Financial Advisors
Connecticut
$1.74M +$223K +7,600 +15%
OWD
367
Osborn Williams & Donohoe
Ohio
$1.73M – – –
CTC
368
Central Trust Company
Missouri
$1.73M +$979K +32,775 +131%
AFP
369
Ausdal Financial Partners
Iowa
$1.72M -$19.7K -660 -1%
KPCM
370
Kings Point Capital Management
New York
$1.7M -$151K -5,070 -8%
BA
371
BlackRock Advisors
Delaware
$1.7M +$74.5K +2,495 +5%
WB
372
WesBanco Bank
West Virginia
$1.7M -$56.5K -1,890 -3%
CC
373
Cadinha & Co
Hawaii
$1.68M -$29.1K -975 -2%
CB
374
Chemical Bank
Michigan
$1.64M -$77.7K -2,600 -5%
LNC
375
Lincoln National Corp
Pennsylvania
$1.64M +$109K +3,640 +7%
13 14
15
16 17