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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 %
PGIM
601
Pacific Global Investment Management
California
$238K – – –
SLG
602
Stanley-Laman Group
Pennsylvania
$237K +$237K +8,230 New
BW
603
Bison Wealth
Georgia
$231K -$39K -1,350 -14%
WGCA
604
Wolf Group Capital Advisors
Virginia
$231K -$32.6K -1,130 -12%
NCM
605
Noesis Capital Mangement
Florida
$231K +$19.5K +675 +9%
LC
606
Lourd Capital
California
$230K – – –
WF
607
Welch & Forbes
Massachusetts
$227K – – –
FM
608
Foster & Motley
Ohio
$227K – – –
VWA
609
V Wealth Advisors
Kansas
$225K +$225K +7,775 New
DCM
610
Driehaus Capital Management
Illinois
$225K +$225K +7,785 New
LDB
611
Lee, Danner & Bass
Tennessee
$224K – – –
GWM
612
Gupta Wealth Management
California
$223K -$6.05K -210 -3%
F
613
Filament
Washington
$222K +$222K +7,700 New
T. Rowe Price Associates
614
T. Rowe Price Associates
Maryland
$219K – – –
VIA
615
Vantage Investment Advisors
Pennsylvania
$218K +$17.2K +595 +9%
DE
616
Day & Ennis
Georgia
$212K -$36.2K -1,255 -15%
DBT
617
Dubuque Bank & Trust
Iowa
$211K -$124K -4,285 -37%
CSIC
618
Clifford Swan Investment Counsel
California
$210K -$2.89K -100 -1%
MWM
619
MinichMacGregor Wealth Management
New York
$209K -$3.16M -109,865 -94%
OIA
620
Optimum Investment Advisors
Illinois
$209K – – –
DWT
621
Dorsey & Whitney Trust
South Dakota
$208K -$51.8K -1,800 -20%
IWA
622
Intercontinental Wealth Advisors
Texas
$208K – – –
JPMIA
623
J.P. Marvel Investment Advisors
Massachusetts
$207K – – –
KTC
624
Kistler-Tiffany Companies
Pennsylvania
$207K +$14.1K +490 +7%
PP
625
Patten & Patten
Tennessee
$207K +$207K +7,175 New
23 24
25
26 27