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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 %
JWM
551
Jacobus Wealth Management
Wisconsin
$363K -$432K -15,000 -54%
HL
552
HeadInvest LLC
Maine
$358K +$16.6K +575 +5%
Toronto Dominion Bank
553
Toronto Dominion Bank
Ontario, Canada
$349K – – –
SCA
554
Snowden Capital Advisors
New York
$343K +$343K +11,885 New
WWM
555
Willingdon Wealth Management
North Carolina
$342K +$40.1K +1,390 +13%
MAS
556
Madden Advisory Services
Florida
$339K – – –
GWM
557
Greenwich Wealth Management
Connecticut
$334K – – –
IIC
558
Ironwood Investment Counsel
Arizona
$334K +$334K +11,600 New
HFS
559
Haverford Financial Services
Pennsylvania
$332K – – –
TIA
560
Tiemann Investment Advisors
California
$330K +$47.2K +1,635 +17%
BCI
561
Brinker Capital Investments
Pennsylvania
$330K +$59.9K +2,080 +22%
MML Investors Services
562
MML Investors Services
Massachusetts
$329K -$223K -7,740 -40%
PAS
563
Partnervest Advisory Services
California
$327K -$49.5K -1,715 -13%
GWS
564
Glassman Wealth Services
Virginia
$325K – – –
PCM
565
Parsons Capital Management
Rhode Island
$320K – – –
RMC
566
Regis Management Company
California
$320K +$1.15K +40 +0.4%
GIA
567
Granite Investment Advisors
New Hampshire
$318K +$34.6K +1,200 +12%
MCM
568
MV Capital Management
Maryland
$316K -$50K -1,735 -14%
DLCIG
569
D.L. Carlson Investment Group
New Hampshire
$315K -$388K -13,475 -55%
DAS
570
Dynamic Advisor Solutions
Arizona
$315K -$129K -4,465 -29%
EDRIA
571
Edmonds Duncan Registered Investment Advisors
Kansas
$315K +$41.2K +1,430 +15%
IIM
572
Ipswich Investment Management
Massachusetts
$315K +$45.3K +1,560 +17%
AWM
573
Affinity Wealth Management
Delaware
$314K +$6.49K +225 +2%
GKWIM
574
Gerber Kawasaki Wealth & Investment Management
California
$308K -$77.1K -2,675 -20%
CT
575
Coastline Trust
Rhode Island
$304K -$125K -4,325 -29%
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