IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

721 hedge funds and large institutions have $18.3B invested in iShares Core S&P Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 324 increasing their positions, 251 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+13
Holders Change %
+1.84%
% of All Funds
19.27%
Holding in Top 10
146
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.04%
% of All Funds
3.9%
New
53
Increased
324
Reduced
251
Closed
37
Calls
$10.4M
Puts
$20.5M
Net Calls
-$10.1M
Net Calls Change
-$20.8M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$214M
2
Morgan Stanley
Morgan Stanley
New York
+$78.5M
3
SMM
Stadion Money Management
Georgia
+$77.6M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$59.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$58.5M

Top Sellers

1
LPL Financial
LPL Financial
California
-$422M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$191M
3
CS
Credit Suisse
Switzerland
-$133M
4
Bank of America
Bank of America
North Carolina
-$68M
5
Goldman Sachs
Goldman Sachs
New York
-$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
451
Wooster Corthell Wealth Management
Connecticut
$911K -$21.8K -730 -2%
RWA
452
Ropes Wealth Advisors
Massachusetts
$906K -$68.3K -2,285 -7%
FCI
453
Financial Counselors Inc
Kansas
$901K -$196K -6,560 -18%
AFWA
454
Ancora Family Wealth Advisors
Ohio
$891K – – –
ASN
455
Advisory Services Network
Georgia
$890K -$15.4K -515 -2%
BP
456
BBR Partners
New York
$886K – – –
SCA
457
Snowden Capital Advisors
New York
$880K +$525K +17,570 +148%
BUB
458
BBVA USA Bancshares
Texas
$879K +$84.1K +2,815 +11%
ICAS
459
Investors Capital Advisory Services
Massachusetts
$878K -$180K -6,030 -17%
Cetera Investment Advisers
460
Cetera Investment Advisers
Illinois
$871K +$160K +5,375 +22%
PGFC
461
Peapack-Gladstone Financial Corp
New Jersey
$867K +$10.8K +360 +1%
HCMT
462
Highland Capital Management (Tennessee)
Tennessee
$856K -$7.47K -250 -0.9%
CPSAC
463
Chas P. Smith & Associates (CPS)
Florida
$853K +$404K +13,510 +90%
MC
464
Moors & Cabot
Massachusetts
$849K +$155K +5,220 +22%
CBU
465
CIBC Bank USA
Illinois
$825K -$10.9K -365 -1%
CFP
466
Cornerstone Financial Partners
North Carolina
$824K +$824K +27,365 New
BJL
467
Brighton Jones LLC
Washington
$812K +$117K +3,905 +17%
NGA
468
Naples Global Advisors
Florida
$804K +$201K +6,725 +33%
ABC
469
Associated Banc-Corp
Wisconsin
$798K +$76.8K +2,570 +11%
LIA
470
LBMC Investment Advisors
Tennessee
$797K -$4.03K -135 -0.5%
AF
471
Alerus Financial
North Dakota
$796K +$796K +26,620 New
SIA
472
Starfire Investment Advisers
Michigan
$781K +$35.9K +1,200 +5%
CWM
473
Calamos Wealth Management
Illinois
$771K +$201K +6,720 +35%
JFGIW
474
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$767K – – –
FC
475
Financial Consulate
Maryland
$756K +$116K +3,890 +18%
17 18
19
20 21