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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 %
RSA
401
Robertson Stephens Advisors
California
$2.59M +$2.59M +78,245 New
AC
402
Alley Company
Illinois
$2.56M -$74.7K -2,260 -3%
Geode Capital Management
403
Geode Capital Management
Massachusetts
$2.55M -$1.47M – –
FAM
404
Foothills Asset Management
Arizona
$2.5M +$71.1K +2,150 +3%
SCM
405
Sterling Capital Management
North Carolina
$2.5M +$1.71M +51,820 +219%
AFP
406
Ausdal Financial Partners
Iowa
$2.49M +$864K +26,130 +53%
AIM
407
Advantage Investment Management
Iowa
$2.47M -$1.21M -36,685 -33%
NFG
408
Next Financial Group
Texas
$2.42M -$738K -22,305 -23%
SBH
409
Segall Bryant & Hamill
Illinois
$2.41M +$221K +6,675 +10%
FI
410
FormulaFolio Investments
Michigan
$2.4M +$2.17M +65,750 +954%
CCG
411
Cypress Capital Group
Florida
$2.39M +$1.18M +35,600 +97%
FT
412
Fiduciary Trust
Massachusetts
$2.39M – – –
FTS
413
Fifth Third Securities
Ohio
$2.38M +$288K +8,705 +14%
RW
414
Rand Wealth
Maryland
$2.35M +$14.2K +430 +0.6%
WWM
415
Willingdon Wealth Management
North Carolina
$2.34M +$1.91M +57,655 +436%
MAS
416
Madden Advisory Services
Florida
$2.34M +$1.95M +58,940 +501%
PGA
417
Portland Global Advisors
Maine
$2.33M -$24.3K -735 -1%
Natixis Advisors
418
Natixis Advisors
Massachusetts
$2.33M -$430K -13,015 -16%
PG
419
Patten Group
Tennessee
$2.3M -$57.6K -1,705 -2%
CCT
420
Capital City Trust
Florida
$2.27M – – –
CBT
421
Central Bank & Trust
Kentucky
$2.26M -$184K -5,555 -8%
ALIONA
422
Allianz Life Insurance of North America
Minnesota
$2.25M +$2.25M +68,020 New
ACM
423
AUA Capital Management
Pennsylvania
$2.24M +$2.24M +67,835 New
LMIM
424
Lockheed Martin Investment Management
Maryland
$2.22M -$1.11M -33,580 -33%
CCM
425
Coldstream Capital Management
Washington
$2.22M +$1.16K +35 +0.1%
15 16
17
18 19