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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 %
STMM
376
South Texas Money Management
Texas
$1.37M +$135K +4,685 +11%
BG
377
Bahl & Gaynor
Ohio
$1.35M -$69.3K -2,405 -5%
MCWS
378
McKinley Carter Wealth Services
West Virginia
$1.34M -$94K -3,260 -7%
CFA
379
Capstone Financial Advisors
Illinois
$1.32M – – –
WTC
380
WhitTier Trust Company
Nevada
$1.27M -$57.7K -2,000 -4%
WC
381
Whitnell & Co
Illinois
$1.27M – – –
MCM
382
Manchester Capital Management
Vermont
$1.26M +$610K +21,145 +93%
BHIA
383
Birch Hill Investment Advisors
Massachusetts
$1.24M -$30.3K -1,050 -2%
CIBC World Market
384
CIBC World Market
Ontario, Canada
$1.23M -$8.07K -280 -0.7%
FBA
385
Front Barnett Associates
Illinois
$1.22M -$1.44K -50 -0.1%
TC
386
Telemus Capital
Michigan
$1.22M +$49.3K +1,710 +4%
BHBT
387
Burke & Herbert Bank & Trust
Virginia
$1.21M -$27.3K -945 -2%
SWM
388
SVA Wealth Management
Wisconsin
$1.21M +$121K +4,195 +11%
Invesco
389
Invesco
Georgia
$1.19M -$53.1K -1,840 -4%
SHJ
390
Sharkey, Howes & Javer
Colorado
$1.19M -$160K -5,540 -12%
QI
391
QS Investors
New York
$1.17M +$1.17M +40,690 New
LWAC
392
Laurel Wealth Advisors (California)
California
$1.17M +$392K +13,580 +50%
DT
393
Diversified Trust
Tennessee
$1.16M -$124K -4,285 -10%
SS
394
Simplicity Solutions
Minnesota
$1.15M -$1.35M -46,930 -54%
WS
395
Wedbush Securities
California
$1.15M -$492K -17,065 -30%
1IA
396
1834 Investment Advisors
Wisconsin
$1.14M +$15.9K +550 +1%
SFM
397
Signature Financial Management
Virginia
$1.13M – – –
FA
398
FC Advisory
Pennsylvania
$1.13M +$267K +9,250 +31%
CT
399
Cambridge Trust
Massachusetts
$1.13M -$280K -9,705 -20%
WA
400
WealthTrust-Arizona
Arizona
$1.12M -$627K -21,745 -36%
14 15
16
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