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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 %
BSW
551
Buckingham Strategic Wealth
Missouri
$406K +$17.2K +575 +4%
SLG
552
Stanley-Laman Group
Pennsylvania
$402K +$156K +5,220 +63%
DY
553
Dowling & Yahnke
California
$400K -$50K -1,675 -11%
HCIA
554
Hochman Cole Investment Advisors
Illinois
$398K – – –
EDRIA
555
Edmonds Duncan Registered Investment Advisors
Kansas
$395K +$53.9K +1,725 +16%
SC
556
Savant Capital
Illinois
$392K – – –
GA
557
Geneva Advisors
Illinois
$389K -$41.3K -1,385 -10%
MPI
558
Mairs & Power Inc
Minnesota
$382K – – –
ANBT
559
American National Bank & Trust
Texas
$381K -$173K -5,780 -31%
WP
560
WMS Partners
Maryland
$380K -$3.14K -105 -0.8%
PSUF
561
People's United Financial
Connecticut
$378K -$24.7K -825 -6%
JIC
562
Joel Isaacson & Co
New York
$378K -$22.4K -750 -6%
OC
563
Oakworth Capital
Alabama
$377K -$20.9K -700 -5%
BFPW
564
BOK Financial Private Wealth
Colorado
$375K +$375K +12,545 New
HL
565
HeadInvest LLC
Maine
$371K – – –
WT
566
Washington Trust
Rhode Island
$369K -$204K -6,840 -36%
GIA
567
Granite Investment Advisors
New Hampshire
$367K +$37.4K +1,250 +11%
FA
568
FDx Advisors
Illinois
$367K +$367K +12,295 New
EDRS
569
Edmond de Rothschild (Suisse)
Switzerland
$366K +$328K +10,995 +869%
Toronto Dominion Bank
570
Toronto Dominion Bank
Ontario, Canada
$365K – – –
FBNAT
571
FirstMerit Bank N.A. Trustee
Ohio
$359K -$102K -3,400 -22%
RPG
572
Risk Paradigm Group
Texas
$358K +$75K +2,510 +27%
WWM
573
Willingdon Wealth Management
North Carolina
$356K +$1.94K +65 +0.5%
FA
574
FCG Advisors
New Jersey
$355K +$355K +11,865 New
MAS
575
Madden Advisory Services
Florida
$351K – – –
21 22
23
24 25