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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 %
PMFA
426
Plante Moran Financial Advisors
Michigan
$2.21M -$10.6K -320 -0.5%
SNT
427
Security National Trust
West Virginia
$2.21M +$43.6K +1,320 +2%
WA
428
WFG Advisors
Texas
$2.19M -$105K -3,180 -5%
BIM
429
Bridgecreek Investment Management
Oklahoma
$2.12M -$1.65K -50 -0.1%
WA
430
WealthTrust-Arizona
Arizona
$2.1M +$986K +29,820 +88%
SS
431
Simplicity Solutions
Minnesota
$2.1M +$1.13M +34,255 +118%
SCM
432
SOL Capital Management
Maryland
$2.06M +$1M +30,300 +95%
KPCM
433
Kings Point Capital Management
New York
$2.05M +$160K +4,845 +9%
CCM
434
Condor Capital Management
New Jersey
$2.01M -$56.6K -1,710 -3%
AIP
435
Almanack Investment Partners
Pennsylvania
$2.01M +$2.01M +60,815 New
CB
436
Chemical Bank
Michigan
$1.99M +$181K +5,475 +10%
HCC
437
Hirtle Callaghan & Co
Pennsylvania
$1.99M -$413K -12,500 -17%
GC
438
Gilbert & Cook
Iowa
$1.97M +$1.97M +59,630 New
MWP
439
Moller Wealth Partners
$1.94M – – –
WB
440
WesBanco Bank
West Virginia
$1.94M +$46.3K +1,400 +2%
OWD
441
Osborn Williams & Donohoe
Ohio
$1.92M +$5.79K +175 +0.3%
FBA
442
Front Barnett Associates
Illinois
$1.92M +$401K +12,125 +26%
CTC
443
Central Trust Company
Missouri
$1.92M -$64K -1,935 -3%
AIS
444
Accurate Investment Solutions
Pennsylvania
$1.9M -$4.15M -125,580 -69%
CG
445
Cutler Group
California
$1.88M +$1.33M +40,160 +243%
BUB
446
BBVA USA Bancshares
Texas
$1.85M +$218K +6,595 +13%
SFA
447
Sequoia Financial Advisors
Ohio
$1.83M +$194K +5,865 +12%
BRWA
448
B. Riley Wealth Advisors
Florida
$1.83M -$124K -3,760 -6%
FTUS
449
Flow Traders U.S.
New York
$1.82M +$1.68M +50,670 +1,181%
LNB
450
Ledyard National Bank
$1.81M +$327K +9,900 +22%
16 17
18
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