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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 %
GP
501
Girard Partners
Pennsylvania
$1.31M +$32.4K +980 +3%
HCA
502
Heck Capital Advisors
Wisconsin
$1.31M +$1.31M +39,470 New
CWM
503
Concert Wealth Management
California
$1.3M -$364K -10,965 -22%
BHBT
504
Burke & Herbert Bank & Trust
Virginia
$1.3M -$91.8K -2,775 -7%
CL
505
CIM LLC
New York
$1.3M +$495K +14,970 +62%
RPG
506
Risk Paradigm Group
Texas
$1.26M +$896K +27,095 +246%
AW
507
ACG Wealth
Georgia
$1.25M +$95.3K +2,880 +8%
Neuberger Berman Group
508
Neuberger Berman Group
New York
$1.24M +$68.3K +2,065 +6%
EFS
509
Essex Financial Services
Connecticut
$1.24M +$47.8K +1,445 +4%
KBFS
510
Kohmann Bosshard Financial Services
Ohio
$1.23M +$1.23M +36,305 New
WS
511
Wedbush Securities
California
$1.23M -$52.3K -1,580 -4%
CL
512
Choreo LLC
Illinois
$1.22M -$359K -10,845 -23%
TI
513
Truepoint Inc
Ohio
$1.22M +$48.8K +1,445 +4%
SHWM
514
Smith & Howard Wealth Management
Georgia
$1.22M – – –
ACM
515
Azimuth Capital Management
Michigan
$1.22M +$128K +3,880 +12%
CAL
516
Capital Analysts LLC
Pennsylvania
$1.21M +$323K +9,765 +36%
MC
517
Moors & Cabot
Massachusetts
$1.21M +$249K +7,530 +26%
FFSOTS
518
Fiduciary Financial Services of The Southwest
Texas
$1.21M +$20K +605 +2%
AAM
519
Aureus Asset Management
Massachusetts
$1.2M – – –
RCA
520
Rowland Carmichael Advisors
Arizona
$1.2M -$435K -13,160 -27%
LWAC
521
Laurel Wealth Advisors (California)
California
$1.18M +$108K +3,280 +10%
ST
522
Somerset Trust
Pennsylvania
$1.15M -$39.9K -1,205 -3%
AWA
523
Arete Wealth Advisors
Illinois
$1.13M +$389K +11,760 +53%
SCM
524
Stonehearth Capital Management
Massachusetts
$1.11M -$141K -4,260 -11%
Calamos Advisors
525
Calamos Advisors
Illinois
$1.09M +$153K +4,625 +16%
19 20
21
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