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 %
FT
351
Fiduciary Trust
Massachusetts
$2.23M +$243K +7,865 +12%
WCM
352
Weatherstone Capital Management
Colorado
$2.23M -$3.13M -101,070 -58%
FWCM
353
Ferguson Wellman Capital Management
Oregon
$2.21M -$20.9K -675 -0.9%
PGA
354
Portland Global Advisors
Maine
$2.21M – – –
Susquehanna International Group
355
Susquehanna International Group
Pennsylvania
$2.21M -$9.96M -321,820 -82%
DT
356
Diversified Trust
Tennessee
$2.2M +$958K +30,950 +77%
KWMG
357
King Wealth Management Group
Florida
$2.19M +$276K +8,905 +14%
RW
358
Rand Wealth
Maryland
$2.19M -$91.1K -2,945 -4%
CWM
359
Calamos Wealth Management
Illinois
$2.19M +$1.39M +44,815 +174%
WA
360
WFG Advisors
Texas
$2.15M +$89.1K +2,880 +4%
CCT
361
Capital City Trust
Florida
$2.12M – – –
PG
362
Patten Group
Tennessee
$2.11M -$65.5K -2,160 -3%
RC
363
RegentAtlantic Capital
New Jersey
$2.1M +$4.95K +160 +0.2%
PMFA
364
Plante Moran Financial Advisors
Michigan
$2.08M +$104K +3,355 +5%
CCM
365
Coldstream Capital Management
Washington
$2.08M +$75.2K +2,430 +4%
SBH
366
Segall Bryant & Hamill
Illinois
$2.05M – – –
SNT
367
Security National Trust
West Virginia
$2.03M +$13.2K +425 +0.7%
LNC
368
Lincoln National Corp
Pennsylvania
$2.02M +$330K +10,675 +19%
Millennium Management
369
Millennium Management
New York
$2.01M +$454K +14,660 +29%
CFP
370
Cornerstone Financial Partners
North Carolina
$1.99M +$1.14M +36,680 +134%
BIM
371
Bridgecreek Investment Management
Oklahoma
$1.99M – – –
FTS
372
Fifth Third Securities
Ohio
$1.95M +$13.6K +440 +0.7%
CCM
373
Condor Capital Management
New Jersey
$1.94M +$41.9K +1,355 +2%
NFG
374
Nations Financial Group
Iowa
$1.93M +$80.4K +2,600 +4%
BAS
375
Brown Advisory Securities
Maryland
$1.87M +$481K +15,535 +35%
13 14
15
16 17