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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
+$121M
2
CS
Credit Suisse
Switzerland
+$115M
3
CC
Cedar Capital
Illinois
+$99.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$83.5M
5
Goldman Sachs
Goldman Sachs
New York
+$77.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.17B
2
Bank of America
Bank of America
North Carolina
-$142M
3
Morgan Stanley
Morgan Stanley
New York
-$115M
4
Citigroup
Citigroup
New York
-$78.8M
5
Wells Fargo
Wells Fargo
California
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSAC
526
Chas P. Smith & Associates (CPS)
Florida
$434K +$434K +15,040 New
EAM
527
Evanson Asset Management
California
$429K +$70.3K +2,435 +20%
TIM
528
Tortoise Investment Management
New York
$427K -$28.9K -1,000 -6%
FWP
529
FAS Wealth Partners
Kansas
$425K -$169K -5,870 -28%
BAAM
530
Baker Avenue Asset Management
California
$425K -$22.8K -790 -5%
CIC
531
Cutler Investment Counsel
Oregon
$424K +$424K +14,695 New
GA
532
Geneva Advisors
Illinois
$416K +$150K +5,185 +56%
HPC
533
HM Payson & Co
Maine
$414K +$414K +14,365 New
SC
534
Scotia Capital
Ontario, Canada
$410K -$36.8K -1,275 -8%
FWSM
535
First Wilshire Securities Management
California
$404K – – –
CWM
536
Cranbrook Wealth Management
Michigan
$402K +$144 +5 +0%
FANJ
537
Financial Architects (New Jersey)
New Jersey
$397K -$18.6K -645 -4%
WTB
538
Washington Trust Bank
Washington
$393K – – –
CIC
539
Carnegie Investment Counsel
Ohio
$391K -$36.5K -1,280 -9%
PSUF
540
People's United Financial
Connecticut
$388K – – –
JIC
541
Joel Isaacson & Co
New York
$387K – – –
BC
542
Bartlett & Co
Ohio
$386K -$28.8K -1,000 -7%
HCIA
543
Hochman Cole Investment Advisors
Illinois
$384K – – –
OC
544
Oakworth Capital
Alabama
$384K +$165K +5,740 +76%
SC
545
Savant Capital
Illinois
$379K -$22.7K -785 -6%
BSW
546
Buckingham Strategic Wealth
Missouri
$376K -$48.9K -1,695 -12%
CIM
547
Cetera Investment Management
California
$374K +$374K +12,970 New
WJA
548
Williams Jones & Associates
New York
$373K +$6.5K +225 +2%
WP
549
WMS Partners
Maryland
$370K -$19K -660 -5%
MPI
550
Mairs & Power Inc
Minnesota
$368K – – –
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