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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

751 hedge funds and large institutions have $19.2B invested in iShares Core S&P Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 330 increasing their positions, 234 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
20.07%
Holding in Top 10
142
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.74%
% of All Funds
3.79%
New
68
Increased
330
Reduced
234
Closed
24
Calls
$18.3M
Puts
$11.3M
Net Calls
+$6.99M
Net Calls Change
+$17.1M

Top Buyers

1
CM
Churchill Management
California
+$158M
2
HI
Horizon Investments
North Carolina
+$89.4M
3
HNB
Huntington National Bank
Ohio
+$62M
4
UBS Group
UBS Group
Switzerland
+$48.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.2M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$255M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$119M
3
Wells Fargo
Wells Fargo
California
-$110M
4
BIT
BlackRock Institutional Trust
California
-$82.1M
5
CC
Cedar Capital
Illinois
-$52.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
501
Arete Wealth Advisors
Illinois
$692K +$379K +12,235 +121%
WCM
502
Wealthcare Capital Management
Virginia
$684K -$1.86K -60 -0.3%
SC
503
Scotia Capital
Ontario, Canada
$679K +$136K +4,425 +25%
BFO
504
Boston Family Office
Massachusetts
$673K – – –
ANB
505
Amarillo National Bank
Texas
$657K – – –
EWA
506
EP Wealth Advisors
California
$655K -$33.4K -1,080 -5%
SI
507
Stephens Inc
Arkansas
$650K +$45.8K +1,480 +8%
RMCM
508
Reynders McVeigh Capital Management
Massachusetts
$641K -$25.5K -825 -4%
BFPW
509
BOK Financial Private Wealth
Colorado
$633K +$245K +7,915 +63%
EVM
510
Eaton Vance Management
Massachusetts
$624K +$16.2K +525 +3%
KL
511
KWMG LLC
Kansas
$608K -$46K -1,485 -7%
Axa
512
Axa
France
$596K – – –
DBT
513
Dubuque Bank & Trust
Iowa
$593K -$155K -5,000 -21%
CIA
514
Choate Investment Advisors
Massachusetts
$590K – – –
BWAM
515
Boyd Watterson Asset Management
Ohio
$590K – – –
IC
516
Intersect Capital
California
$590K +$66.5K +2,150 +13%
BB
517
Busey Bank
Illinois
$588K -$11.8K -380 -2%
ASC
518
Atalanta Sosnoff Capital
New York
$580K +$580K +18,760 New
MLL
519
Moody Lynn & Lieberson
Massachusetts
$573K – – –
DMS
520
Discretionary Management Services
Kansas
$570K -$130K -4,200 -19%
TCOT
521
Trust Company of Toledo
Ohio
$570K – – –
TNBTD
522
Trustmark National Bank Trust Department
Mississippi
$569K -$86.2K -2,785 -13%
FHC
523
First Heartland Consultants
Missouri
$566K +$15K +485 +3%
RWA
524
Ropes Wealth Advisors
Massachusetts
$563K -$375K -12,130 -40%
CAM
525
Concorde Asset Management
Michigan
$562K -$6.05M -195,465 -91%
19 20
21
22 23