IJH icon

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 %
FMW
551
Farr Miller & Washington
District of Columbia
$932K +$92.4K +2,795 +11%
LIA
552
LBMC Investment Advisors
Tennessee
$929K +$24.6K +745 +3%
GLA
553
Great Lakes Advisors
Illinois
$926K -$12.4K -375 -1%
MBTD
554
Mechanics Bank - Trust Department
California
$922K +$37.4K +1,130 +4%
ST
555
Smithfield Trust
Pennsylvania
$908K +$570K +17,230 +169%
PGFC
556
Peapack-Gladstone Financial Corp
New Jersey
$903K -$39.7K -1,200 -4%
HWA
557
Heritage Way Advisors
Illinois
$900K +$900K +27,225 New
SLG
558
Stanley-Laman Group
Pennsylvania
$887K +$422K +12,765 +91%
SAM
559
Solaris Asset Management
New York
$861K +$861K +26,040 New
HCMT
560
Highland Capital Management (Tennessee)
Tennessee
$859K -$87.6K -2,650 -9%
CBU
561
CIBC Bank USA
Illinois
$856K -$61.8K -1,870 -7%
Wolverine Trading
562
Wolverine Trading
Illinois
$832K -$155K -4,700 -16%
BB
563
Busey Bank
Illinois
$824K +$196K +5,940 +31%
PL
564
Plancorp LLC
Missouri
$823K +$823K +24,870 New
RG
565
Rathbones Group
United Kingdom
$820K +$44.6K +1,350 +6%
FC
566
Financial Consulate
Maryland
$815K – – –
WCWM
567
Wooster Corthell Wealth Management
Connecticut
$804K -$96.7K -2,925 -11%
AllianceBernstein
568
AllianceBernstein
Tennessee
$803K +$4.63K +140 +0.6%
AF
569
Alerus Financial
North Dakota
$800K -$93.6K -2,830 -10%
B
570
Bridgeworth
Alabama
$799K +$799K +23,785 New
GJIC
571
Gamble Jones Investment Counsel
California
$775K +$826 +25 +0.1%
SI
572
Stephens Inc
Arkansas
$767K +$71.8K +2,170 +10%
SC
573
Scotia Capital
Ontario, Canada
$752K +$23K +695 +3%
CAM
574
Concorde Asset Management
Michigan
$748K +$147K +4,450 +24%
BCM
575
BTC Capital Management
Iowa
$745K – – –
21 22
23
24 25