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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 %
NC
576
NewSquare Capital
Pennsylvania
$301K -$614K -21,295 -67%
LIA
577
LS Investment Advisors
Michigan
$294K – – –
CL
578
CPWM LLC
Washington
$290K – – –
CAS
579
Cue Advisory Services
Arizona
$287K +$4.91K +170 +2%
CLOS
580
Compagnie Lombard Odier SCmA
Switzerland
$282K +$44.6K +1,545 +19%
KCPG
581
Kavar Capital Partners Group
Kansas
$281K -$28K -970 -9%
CIS
582
Connors Investor Services
Pennsylvania
$281K +$281K +9,750 New
MC
583
Miles Capital
Iowa
$280K – – –
BFA
584
Bragg Financial Advisors
North Carolina
$275K – – –
RPG
585
Risk Paradigm Group
Texas
$273K -$448K -15,525 -62%
GIA
586
Guyasuta Investment Advisors
Pennsylvania
$268K – – –
BA
587
BKS Advisors
Michigan
$266K – – –
IC
588
Investment Counsel
Michigan
$265K +$265K +9,200 New
DMS
589
Discretionary Management Services
Kansas
$263K -$382K -13,250 -59%
ZF
590
Zhang Financial
Michigan
$258K – – –
EC
591
Estate Counselors
Wisconsin
$256K -$187K -6,500 -42%
TH
592
TCTC Holdings
Texas
$256K – – –
FG
593
Fiduciary Group
Georgia
$255K -$3.6K -125 -1%
WA
594
WBH Advisory
Maryland
$254K – – –
AssetMark Inc
595
AssetMark Inc
California
$253K -$114K -3,965 -31%
BFG
596
Beacon Financial Group
Texas
$249K +$99.6K +5,330 +67%
AMIM
597
Aull & Monroe Investment Management
Alabama
$242K – – –
MIC
598
Meridian Investment Counsel
California
$242K – – –
BAM
599
Barrett Asset Management
New York
$242K – – –
SI
600
Stephens Inc
Arkansas
$240K -$357K -12,375 -60%
22 23
24
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