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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 %
PA
426
Pinnacle Associates
New York
$900K +$7.78K +270 +0.9%
ASN
427
Advisory Services Network
Georgia
$874K -$170K -5,885 -16%
CFA
428
Carroll Financial Associates
North Carolina
$873K +$10.1K +350 +1%
DSC
429
Duncker Streett & Co
Missouri
$863K +$153K +5,310 +22%
AFWA
430
Ancora Family Wealth Advisors
Ohio
$860K – – –
BP
431
BBR Partners
New York
$856K -$34.6K -1,200 -4%
AIA
432
Alerus Investment Advisors
Minnesota
$839K -$44K -1,525 -5%
HCMT
433
Highland Capital Management (Tennessee)
Tennessee
$833K – – –
CAL
434
Capital Analysts LLC
Pennsylvania
$829K -$85.8K -2,975 -9%
PGFC
435
Peapack-Gladstone Financial Corp
New Jersey
$826K – – –
GP
436
Girard Partners
Pennsylvania
$825K +$205K +7,095 +33%
ST
437
Somerset Trust
Pennsylvania
$820K -$8.51K -295 -1%
CBU
438
CIBC Bank USA
Illinois
$807K -$6.49K -225 -0.8%
EWA
439
Exencial Wealth Advisors
Oklahoma
$801K -$25.8K -895 -3%
CAM
440
Concorde Asset Management
Michigan
$797K +$797K +27,645 New
SCM
441
Sterling Capital Management
North Carolina
$784K +$74K +2,565 +10%
LIA
442
LBMC Investment Advisors
Tennessee
$774K +$47.6K +1,650 +7%
AWA
443
Arete Wealth Advisors
Illinois
$769K +$445K +15,455 +138%
BUB
444
BBVA USA Bancshares
Texas
$767K -$41.8K -1,450 -5%
CIA
445
CCM Investment Advisers
South Carolina
$754K -$274K -9,500 -27%
DC
446
Davenport & Co
Virginia
$747K -$197K -6,820 -21%
JFGIW
447
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$741K +$22.9K +795 +3%
1SB
448
1ST Source Bank
Indiana
$726K +$57.7K +2,000 +9%
CTC
449
Central Trust Company
Missouri
$723K +$83.4K +2,895 +13%
SIA
450
Starfire Investment Advisers
Michigan
$719K -$34.2K -1,185 -5%
16 17
18
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