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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

707 hedge funds and large institutions have $18.1B invested in iShares Core S&P Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 299 increasing their positions, 204 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+71
Holders Change %
+11.16%
% of All Funds
18.57%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
3.47%
New
111
Increased
299
Reduced
204
Closed
29
Calls
$5.6M
Puts
$1.4M
Net Calls
+$4.2M
Net Calls Change
-$5.47M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$400M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$481M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.26B
4
UB
4
UMB Bank
Missouri
$84.3M
5
Wells Fargo
5
Wells Fargo
California
$1.86B

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$39.2M
2
HNB
2
Huntington National Bank
Ohio
$52.1M
3
USAA
3
United Services Automobile Association
Texas
$49.1M
4
NG
4
NatWest Group
United Kingdom
$0
5
VA
5
Valmark Advisers
Ohio
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
601
Stonehearth Capital Management
Massachusetts
$243K -$334K -11,985 -58%
DE
602
Day & Ennis
Georgia
$240K +$240K +8,605 New
MIC
603
Meridian Investment Counsel
California
$234K – – –
AMIM
604
Aull & Monroe Investment Management
Alabama
$233K – – –
BAM
605
Barrett Asset Management
New York
$233K – – –
CLOS
606
Compagnie Lombard Odier SCmA
Switzerland
$230K – – –
PGIM
607
Pacific Global Investment Management
California
$230K – – –
PWM
608
Perigon Wealth Management
California
$225K – – –
BFG
609
Beacon Financial Group
Texas
$225K – – –
BCP
610
Berkeley Capital Partners
Georgia
$224K +$224K +8,040 New
LC
611
Lourd Capital
California
$222K -$22.7K -815 -9%
TAM
612
Tocqueville Asset Management
New York
$222K +$222K +7,955 New
GWM
613
Gupta Wealth Management
California
$221K -$1.69M -60,895 -88%
FM
614
Foster & Motley
Ohio
$219K – – –
WF
615
Welch & Forbes
Massachusetts
$219K +$219K +7,865 New
SFG
616
Sage Financial Group
Pennsylvania
$216K +$216K +7,740 New
GA
617
Geller Advisors
New York
$215K +$215K +7,700 New
T. Rowe Price Associates
618
T. Rowe Price Associates
Maryland
$211K – – –
OC
619
Oakworth Capital
Alabama
$211K +$211K +7,590 New
LDB
620
Lee, Danner & Bass
Tennessee
$211K +$211K +7,590 New
GLRA
621
Gerald L. Ray & Associates
Texas
$210K – – –
SYBT
622
Stock Yards Bank & Trust
Kentucky
$210K +$210K +7,535 New
BCP
623
Blue Chip Partners
Michigan
$209K -$13.8K -495 -6%
ACM
624
Azimuth Capital Management
Michigan
$207K -$2.09K -75 -1%
PFA
625
Pure Financial Advisors
California
$207K +$207K +7,435 New
23 24
25
26 27