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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 %
RPGK
451
Retirement Planning Group (Kansas)
Kansas
$1.8M +$13.9K +420 +0.8%
TFF
452
The Family Firm
Maryland
$1.8M -$117K -3,525 -6%
CIBC World Market
453
CIBC World Market
Ontario, Canada
$1.8M +$89.3K +2,700 +5%
LFG
454
LifePlan Financial Group
Ohio
$1.79M +$1.54M +46,620 +623%
GA
455
GFS Advisors
Texas
$1.77M -$666K -20,135 -27%
FNBT
456
FineMark National Bank & Trust
Florida
$1.73M +$292K +8,825 +20%
HW
457
Hancock Whitney
Mississippi
$1.69M +$51.6K +1,560 +3%
SHJ
458
Sharkey, Howes & Javer
Colorado
$1.66M +$192K +5,805 +13%
EWM
459
Evercore Wealth Management
New York
$1.66M -$4.14M -125,125 -71%
VOYA Investment Management
460
VOYA Investment Management
Georgia
$1.63M +$810K +24,500 +99%
BG
461
Bahl & Gaynor
Ohio
$1.62M -$68.3K -2,065 -4%
GA
462
Geneva Advisors
Illinois
$1.6M +$1.3M +39,390 +437%
UBG
463
United Bank (Georgia)
Georgia
$1.6M +$1.6M +48,290 New
1IA
464
1834 Investment Advisors
Wisconsin
$1.59M -$54.9K -1,660 -3%
QA
465
Quantitative Advantage
Minnesota
$1.59M +$1.59M +48,115 New
EA
466
Edge Advisors
Georgia
$1.59M +$1.59M +48,130 New
STMM
467
South Texas Money Management
Texas
$1.59M +$40.5K +1,225 +3%
BCMO
468
Buckingham Capital Management (Ohio)
Ohio
$1.59M +$40.4K +1,220 +3%
SWM
469
SVA Wealth Management
Wisconsin
$1.58M +$183K +5,530 +13%
BHIA
470
Birch Hill Investment Advisors
Massachusetts
$1.57M +$82.2K +2,485 +6%
HI
471
Horizon Investments
North Carolina
$1.57M -$95.5M -2,887,400 -98%
FFS
472
Founders Financial Securities
Maryland
$1.57M -$9.18M -277,625 -85%
BFG
473
Beacon Financial Group
Texas
$1.57M +$571K +17,270 +57%
KIA
474
KCM Investment Advisors
California
$1.56M +$9.42K +285 +0.6%
MHS
475
M Holdings Securities
Oregon
$1.55M +$209K +6,335 +16%
17 18
19
20 21