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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 %
PAG
526
Pinnacle Advisory Group
Maryland
$1.08M +$756K +22,865 +236%
IWM
527
Integrated Wealth Management
California
$1.07M -$6.29K -190 -0.6%
LC
528
LCNB Corp
Ohio
$1.06M +$1.06M +32,175 New
WAM
529
Weatherly Asset Management
California
$1.06M -$19K -575 -2%
RG
530
Rikoon Group
New Mexico
$1.06M +$1.71K +50 +0.2%
FHA
531
Flagship Harbor Advisors
Massachusetts
$1.06M +$1.06M +31,565 New
RAM
532
Riggs Asset Management
Pennsylvania
$1.05M +$468K +14,160 +80%
HFS
533
HL Financial Services
Kentucky
$1.05M -$129K -3,905 -11%
FWP
534
FAS Wealth Partners
Kansas
$1.05M +$64K +1,935 +7%
CI
535
Cigna Investments
Connecticut
$1.04M +$1.04M +31,500 New
RWMH
536
Riverpoint Wealth Management Holdings
Illinois
$1.04M +$1.04M +31,130 New
FCI
537
Financial Counselors Inc
Kansas
$1.03M +$1.03M +31,265 New
OMC
538
Overbrook Management Corp
New York
$1.03M – – –
UWPG
539
Ullmann Wealth Partners Group
Florida
$1.02M +$1.02M +29,985 New
CAMG
540
CWA Asset Management Group
Florida
$1.01M +$1.01M +30,510 New
Thrivent Financial for Lutherans
541
Thrivent Financial for Lutherans
Minnesota
$1.01M -$231K -6,890 -19%
SIA
542
Starfire Investment Advisers
Michigan
$998K +$49.6K +1,500 +5%
PCM
543
Pointe Capital Management
Michigan
$998K +$998K +30,170 New
EWA
544
Exencial Wealth Advisors
Oklahoma
$994K +$11.2K +340 +1%
TC
545
Trust Company
Kansas
$972K +$99.7K +3,015 +11%
BP
546
BBR Partners
New York
$956K -$25K -755 -3%
EWA
547
EP Wealth Advisors
California
$954K +$254K +7,690 +36%
HPC
548
HM Payson & Co
Maine
$952K +$442K +13,355 +86%
MFT
549
Moisand Fitzgerald Tamayo
Florida
$951K -$36.2K -1,095 -4%
DW
550
Domani Wealth
Pennsylvania
$947K -$310K -9,365 -25%
20 21
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