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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

721 hedge funds and large institutions have $18.3B invested in iShares Core S&P Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 324 increasing their positions, 251 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+13
Holders Change %
+1.84%
% of All Funds
19.27%
Holding in Top 10
146
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.04%
% of All Funds
3.9%
New
53
Increased
324
Reduced
251
Closed
37
Calls
$10.4M
Puts
$20.5M
Net Calls
-$10.1M
Net Calls Change
-$20.8M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$214M
2
Morgan Stanley
Morgan Stanley
New York
+$78.5M
3
SMM
Stadion Money Management
Georgia
+$77.6M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$59.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$58.5M

Top Sellers

1
LPL Financial
LPL Financial
California
-$422M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$191M
3
CS
Credit Suisse
Switzerland
-$133M
4
Bank of America
Bank of America
North Carolina
-$68M
5
Goldman Sachs
Goldman Sachs
New York
-$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
526
North Star Investment Management
Illinois
$486K – – –
MIM
527
Marco Investment Management
Georgia
$484K +$149 +5 +0%
BRF
528
B. Riley Financial
California
$480K – – –
YP
529
Yellowstone Partners
Idaho
$477K -$6.73K -225 -1%
CIC
530
Carnegie Investment Counsel
Ohio
$475K +$50.2K +1,620 +12%
SFM
531
Signature Financial Management
Virginia
$465K -$705K -23,605 -60%
BCM
532
Brookmont Capital Management
Texas
$465K +$149 +5 +0%
GCA
533
Greenwood Capital Associates
South Carolina
$464K -$56K -1,875 -11%
CHC
534
City Holding Co
West Virginia
$463K – – –
HPC
535
HM Payson & Co
Maine
$458K +$29.4K +985 +7%
BC
536
Bartlett & Co
Ohio
$453K +$52.8K +1,765 +13%
RA
537
RFG Advisory
Alabama
$452K – – –
SLT
538
St Louis Trust
Missouri
$452K – – –
OCG
539
Opus Capital Group
Ohio
$450K -$20.9K -700 -4%
OI
540
Oakbrook Investments
Illinois
$448K -$239K -8,000 -35%
AFS
541
Aft Forsyth & Sober
Florida
$444K -$119K -4,000 -21%
TIM
542
Tortoise Investment Management
New York
$442K – – –
BAAM
543
Baker Avenue Asset Management
California
$439K -$1.2K -40 -0.3%
FANJ
544
Financial Architects (New Jersey)
New Jersey
$437K +$26.4K +885 +6%
QAM
545
QCI Asset Management
New York
$434K -$37.4K -1,250 -8%
WTB
546
Washington Trust Bank
Washington
$433K +$25.8K +865 +6%
WP
547
WealthPLAN Partners
Nebraska
$425K +$425K +27,880 New
AA
548
Ancora Advisors
Ohio
$417K -$102K -3,410 -20%
CWM
549
Cranbrook Wealth Management
Michigan
$417K +$149 +5 +0%
CCA
550
Cobblestone Capital Advisors
New York
$412K +$412K +13,795 New
20 21
22
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