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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
$579M
2
CS
Credit Suisse
Switzerland
$130M
3
CC
Cedar Capital
Illinois
$99.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$271M
5
Goldman Sachs
Goldman Sachs
New York
$118M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.24B
2
Bank of America
Bank of America
North Carolina
$1.02B
3
Morgan Stanley
Morgan Stanley
New York
$527M
4
Citigroup
Citigroup
New York
$9.18M
5
Wells Fargo
Wells Fargo
California
$1.85B
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
26
Madison Investment Holdings
Wisconsin
$107M -$21M -726,750 -16%
CC
27
Cedar Capital
Illinois
$99.3M +$99.3M +3,444,950 New
V
28
Veritable
Delaware
$98.2M +$3.34M +115,865 +4%
UB
29
UMB Bank
Missouri
$78.4M -$8.82M -305,785 -10%
AIM
30
Acropolis Investment Management
Missouri
$73.7M +$3.96M +137,350 +6%
HTC
31
Haverford Trust Company
Pennsylvania
$69.1M +$1.9M +65,760 +3%
BIM
32
BlackRock Investment Management
Delaware
$66M +$3.35M +116,150 +5%
LW
33
Linscomb Wealth
Texas
$65.5M +$578K +20,030 +0.9%
1832 Asset Management
34
1832 Asset Management
Ontario, Canada
$65.2M +$65.1M +1,344,350 +38,410%
M&T Bank
35
M&T Bank
New York
$63.6M -$8.35M -289,560 -12%
BF
36
BOK Financial
Oklahoma
$62.1M -$44.6K -1,545 -0.1%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$61.1M -$335K -11,605 -0.5%
LWMT
38
Legacy Wealth Management (Tennessee)
Tennessee
$59.6M +$7.16M +248,305 +14%
TCT
39
TIAA CREF Trust
Missouri
$59.3M +$4.51M +156,470 +8%
EMA
40
Efficient Market Advisors
California
$57.1M +$11.3M +390,775 +25%
GAIA
41
Global Atlantic Investment Advisors
Indiana
$57M +$1.56M +53,965 +3%
Comerica Bank
42
Comerica Bank
Texas
$55.2M +$384K +13,125 +0.7%
AA
43
ALPS Advisors
Colorado
$55.1M -$8.2M -279,495 -13%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$54.5M +$6.28M +217,940 +13%
TT
45
Tiedemann Trust
Delaware
$53.6M +$53.6M +1,859,635 New
UCFA
46
United Capital Financial Advisors
Texas
$52.6M -$370K -12,790 -0.7%
AQR Capital Management
47
AQR Capital Management
Connecticut
$46.1M -$20.8K -720 -0%
Principal Financial Group
48
Principal Financial Group
Iowa
$45.8M +$11.7M +405,250 +34%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$44.8M +$3.21M +111,370 +8%
APCM
50
Alaska Permanent Capital Management
Alaska
$44.7M -$510K -17,675 -1%
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