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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 %
PP
376
Palladium Partners
Virginia
$2.92M -$99.2K -3,000 -3%
BAS
377
Brown Advisory Securities
Maryland
$2.91M +$904K +27,305 +45%
KWMG
378
King Wealth Management Group
Florida
$2.9M +$564K +17,045 +24%
SIAP
379
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.86M +$2.86M +49,410 New
TFCP
380
Twin Focus Capital Partners
Massachusetts
$2.85M +$50.6K +1,530 +2%
HH
381
Hilltop Holdings
Texas
$2.85M +$31.7K +960 +1%
CCM
382
Colorado Capital Management
Colorado
$2.84M -$27.1K -820 -0.9%
CS
383
Credit Suisse
Switzerland
$2.82M -$4.84M -146,445 -63%
William Blair & Company
384
William Blair & Company
Illinois
$2.79M +$177K +5,355 +7%
MCM
385
Mitchell Capital Management
Kansas
$2.78M +$269K +8,140 +11%
FLPIM
386
F.L. Putnam Investment Management
Massachusetts
$2.76M +$56.7K +1,715 +2%
PTC
387
Private Trust Company
Ohio
$2.74M +$182K +5,520 +7%
SAS
388
Stelac Advisory Services
New York
$2.73M +$1.22M +36,965 +81%
MJRIC
389
Mogy Joel R Investment Counsel
California
$2.72M +$141K +4,250 +5%
MC
390
Middleton & Co
Massachusetts
$2.72M +$1.13M +34,210 +71%
TCM
391
Telos Capital Management
California
$2.71M +$6.12K +185 +0.2%
KFS
392
Kissinger Financial Services
Maryland
$2.7M -$11.2K -340 -0.4%
HT
393
Hefren-Tillotson
Pennsylvania
$2.7M -$15K -455 -0.6%
SGK
394
Steigerwald Gordon & Koch
Virginia
$2.68M +$99.4K +3,025 +4%
Millennium Management
395
Millennium Management
New York
$2.68M +$533K +16,125 +25%
NFG
396
Nations Financial Group
Iowa
$2.65M +$585K +17,685 +28%
LNC
397
Lincoln National Corp
Pennsylvania
$2.65M +$481K +14,560 +22%
MA
398
Montag & Associates
Georgia
$2.64M -$57.9K -1,750 -2%
NDSI
399
Newman Dignan & Sheerar Inc
Rhode Island
$2.64M +$117K +3,525 +5%
PCM
400
Perritt Capital Management
Illinois
$2.59M -$725K -21,925 -22%
14 15
16
17 18