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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 %
AWM
576
Affinity Wealth Management
Delaware
$350K +$24.4K +815 +7%
GWM
577
Greenwich Wealth Management
Connecticut
$346K – – –
WA
578
WBH Advisory
Maryland
$345K +$81.4K +2,730 +31%
HFS
579
Haverford Financial Services
Pennsylvania
$344K – – –
CMP
580
Courage Miller Partners
Virginia
$343K -$210K -7,050 -38%
PFS
581
Prospera Financial Services
Texas
$339K -$200K -6,705 -37%
DAS
582
Dynamic Advisor Solutions
Arizona
$339K +$12.4K +415 +4%
GWS
583
Glassman Wealth Services
Virginia
$337K – – –
SFG
584
SevenBridge Financial Group
Pennsylvania
$335K +$335K +11,220 New
RMC
585
Regis Management Company
California
$333K +$1.49K +50 +0.5%
TIA
586
Tiemann Investment Advisors
California
$332K -$10K -335 -3%
MCM
587
MV Capital Management
Maryland
$328K – – –
PAS
588
Partnervest Advisory Services
California
$326K -$11.9K -400 -4%
PCM
589
Parsons Capital Management
Rhode Island
$325K -$6.43K -215 -2%
VWA
590
V Wealth Advisors
Kansas
$325K +$92.8K +3,105 +40%
SWPG
591
Strategic Wealth Partners Group
Illinois
$324K +$324K +10,875 New
GKWIM
592
Gerber Kawasaki Wealth & Investment Management
California
$322K +$2.98K +100 +0.9%
TH
593
TCTC Holdings
Texas
$322K +$56.8K +1,900 +21%
OCM
594
One Capital Management
California
$321K -$117K -3,910 -27%
LIA
595
LS Investment Advisors
Michigan
$318K +$13.3K +445 +4%
VIA
596
Vantage Investment Advisors
Pennsylvania
$316K +$111K +4,110 +54%
CT
597
Coastline Trust
Rhode Island
$314K – – –
CCA
598
Clearwater Capital Advisors
Illinois
$312K +$312K +10,515 New
CIS
599
Connors Investor Services
Pennsylvania
$311K +$20.1K +675 +7%
IIM
600
Ipswich Investment Management
Massachusetts
$309K -$15.2K -510 -5%
22 23
24
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