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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

632 hedge funds and large institutions have $17.9B invested in iShares Core S&P Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 304 increasing their positions, 188 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
17.04%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
3.24%
New
46
Increased
304
Reduced
188
Closed
30
Calls
$12.8M
Puts
$6.34M
Net Calls
+$6.48M
Net Calls Change
+$4.13M

Top Buyers

1
BIT
BlackRock Institutional Trust
California
$492M
2
GHF
Good Harbor Financial
Illinois
$425M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.38B
4
Citigroup
Citigroup
New York
$165M
5
Comerica Bank
Comerica Bank
Texas
$118M

Top Sellers

1
VF
Virtu Financial
New York
$0
2
HNB
Huntington National Bank
Ohio
$51.2M
3
JCM
Janney Capital Management
Pennsylvania
$0
4
SMM
Stadion Money Management
Georgia
$34M
5
MPWT
MassMutual Private Wealth & Trust
Connecticut
$9.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
576
Laird Norton Wetherby Wealth Management
California
$111K +$111K +3,690 New
CDIA
577
Capital Directions Investment Advisors
Georgia
$108K -$38.8K -1,300 -26%
CFA
578
CT Financial Advisors
Pennsylvania
$106K +$300 +10 +0.3%
PIA
579
Peachtree Investment Advisors
Georgia
$104K – – –
WIC
580
Woodmont Investment Counsel
Tennessee
$87K +$87K +2,915 New
AF
581
Arrow Financial
New York
$83K -$897 -30 -1%
S
582
SignatureFD
Georgia
$81K +$47.5K +1,575 +142%
AWM
583
Avior Wealth Management
Nebraska
$79K +$149 +5 +0.2%
DIA
584
Davidson Investment Advisors
Montana
$75K – – –
BBPWM
585
Blue Bell Private Wealth Management
Pennsylvania
$74K -$11.2K -375 -13%
RBC
586
Roble Belko & Company
Pennsylvania
$73K – – –
HHGA
587
Halbert Hargrove Global Advisors
California
$73K +$73K +2,435 New
LWCFA
588
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$71K – – –
WP
589
WealthPLAN Partners
Nebraska
$70K -$3.27M -109,095 -98%
TCM
590
TD Capital Management
Tennessee
$68K -$60.3K -2,000 -47%
FA
591
Financial Advantage
Maryland
$67K +$67K +2,220 New
VC
592
Vestor Capital
Illinois
$66K +$66K +2,190 New
DBT
593
Dubuque Bank & Trust
Iowa
$63K +$63K +2,090 New
AssetMark Inc
594
AssetMark Inc
California
$60K -$746 -25 -1%
PO
595
Private Ocean
California
$60K +$149 +5 +0.2%
GI
596
Gradient Investments
Minnesota
$57K – – –
W
597
Wealthfront
California
$56K +$18.3K +610 +48%
RFA
598
Reilly Financial Advisors
California
$54K -$66K -2,180 -55%
VNA
599
Valley National Advisers
Pennsylvania
$53K – – –
NSIM
600
North Star Investment Management
Illinois
$48K -$140K -4,725 -75%
22 23
24
25 26