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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 %
I
401
IberiaBank
Louisiana
$1.11M +$43.4K +1,505 +4%
SCM
402
Stonehearth Capital Management
Massachusetts
$1.1M +$849K +29,435 +337%
FNBT
403
FineMark National Bank & Trust
Florida
$1.08M -$43.8K -1,520 -4%
EFS
404
Essex Financial Services
Connecticut
$1.07M +$2.88K +100 +0.3%
SHWM
405
Smith & Howard Wealth Management
Georgia
$1.06M – – –
FCI
406
Financial Counselors Inc
Kansas
$1.06M -$192K -6,645 -15%
FFSOTS
407
Fiduciary Financial Services of The Southwest
Texas
$1.04M -$60.3K -2,090 -5%
WRM
408
Westport Resources Management
Connecticut
$1.04M -$45K -1,560 -4%
RIA
409
Regal Investment Advisors
Michigan
$1.03M -$14K -485 -1%
AW
410
ACG Wealth
Georgia
$1.03M +$771K +26,740 +295%
CCG
411
Cypress Capital Group
Florida
$1.03M +$79.3K +2,750 +8%
IWM
412
Integrated Wealth Management
California
$1.02M -$7.79K -270 -0.8%
ICAS
413
Investors Capital Advisory Services
Massachusetts
$1.02M -$36.8K -1,275 -3%
TCOT
414
Trust Company of Toledo
Ohio
$993K – – –
TI
415
Truepoint Inc
Ohio
$985K +$222K +7,695 +29%
WAM
416
Weatherly Asset Management
California
$974K -$34.6K -1,200 -3%
MFT
417
Moisand Fitzgerald Tamayo
Florida
$964K -$85K -2,945 -8%
BCM
418
Brookstone Capital Management
Illinois
$954K +$954K +33,095 New
RG
419
Rathbones Group
United Kingdom
$946K +$53.2K +1,845 +6%
RWA
420
Ropes Wealth Advisors
Massachusetts
$940K – – –
HCA
421
Harbour Capital Advisors
Virginia
$932K – – –
AllianceBernstein
422
AllianceBernstein
Tennessee
$923K +$218K +7,560 +31%
HFS
423
HL Financial Services
Kentucky
$912K +$110K +3,810 +14%
WCWM
424
Wooster Corthell Wealth Management
Connecticut
$901K -$139K -4,815 -13%
OMC
425
Overbrook Management Corp
New York
$900K – – –
15 16
17
18 19