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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 %
TG
576
Threshold Group
Washington
$744K +$744K +22,500 New
WJA
577
Williams Jones & Associates
New York
$740K -$68.4K -2,070 -8%
EVM
578
Eaton Vance Management
Massachusetts
$739K +$71.5K +2,160 +11%
ATC
579
Argent Trust Co
Tennessee
$737K -$105K -3,165 -12%
VKH
580
Virtu KCG Holdings
New York
$734K +$734K +22,190 New
WCM
581
Wealthcare Capital Management
Virginia
$728K -$2.65K -80 -0.4%
AIA
582
Allegis Investment Advisors
Idaho
$725K -$4.53M -137,150 -86%
BFO
583
Boston Family Office
Massachusetts
$719K – – –
FFW
584
Fusion Family Wealth
New York
$713K +$713K +21,330 New
FWSM
585
First Wilshire Securities Management
California
$711K +$157K +4,750 +28%
ANB
586
Amarillo National Bank
Texas
$702K – – –
RMCM
587
Reynders McVeigh Capital Management
Massachusetts
$685K – – –
CIC
588
Carnegie Investment Counsel
Ohio
$680K +$159K +4,760 +31%
RWA
589
Ropes Wealth Advisors
Massachusetts
$670K +$68.6K +2,075 +11%
ASC
590
Atalanta Sosnoff Capital
New York
$665K +$45.1K +1,365 +7%
KL
591
KWMG LLC
Kansas
$647K -$2.31K -70 -0.4%
Barclays
592
Barclays
United Kingdom
$644K -$422K -12,760 -40%
Axa
593
Axa
France
$637K – – –
DBT
594
Dubuque Bank & Trust
Iowa
$633K – – –
IC
595
Intersect Capital
California
$632K +$1.32K +40 +0.2%
PWM
596
Perigon Wealth Management
California
$631K +$631K +18,175 New
CIA
597
Choate Investment Advisors
Massachusetts
$624K -$6.61K -200 -1%
FBC
598
Fairfield, Bush & Co
Connecticut
$623K +$623K +18,850 New
MLL
599
Moody Lynn & Lieberson
Massachusetts
$612K – – –
BFPW
600
BOK Financial Private Wealth
Colorado
$611K -$66K -1,995 -10%
22 23
24
25 26