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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
$2.14B
2
Morgan Stanley
Morgan Stanley
New York
$624M
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
$340M

Top Sellers

1
LPL Financial
LPL Financial
California
$6.44M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.16B
3
CS
Credit Suisse
Switzerland
$1.53M
4
Bank of America
Bank of America
North Carolina
$992M
5
Goldman Sachs
Goldman Sachs
New York
$54.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
601
M Holdings Securities
Oregon
$306K +$306K +10,235 New
AWA
602
Arete Wealth Advisors
Illinois
$303K -$495K -16,555 -62%
LWA
603
Lebenthal Wealth Advisors
New York
$301K +$301K +10,080 New
LH
604
Lebenthal Holdings
New York
$301K +$301K +10,080 New
CL
605
CPWM LLC
Washington
$300K – – –
EC
606
Estate Counselors
Wisconsin
$295K +$29.9K +1,000 +11%
QC
607
QCM Cayman
Texas
$293K +$293K +9,820 New
FPCG
608
Fort Pitt Capital Group
Pennsylvania
$292K +$292K +9,785 New
MC
609
Miles Capital
Iowa
$290K – – –
BFA
610
Bragg Financial Advisors
North Carolina
$285K – – –
MML Investors Services
611
MML Investors Services
Massachusetts
$283K -$57.2K -1,915 -17%
BA
612
BKS Advisors
Michigan
$282K +$6.71K +225 +2%
KCPG
613
Kavar Capital Partners Group
Kansas
$281K -$9.84K -330 -3%
WGCA
614
Wolf Group Capital Advisors
Virginia
$279K +$39.6K +1,325 +17%
JWS
615
Juncture Wealth Strategies
Arizona
$278K +$63.4K +2,125 +30%
GIA
616
Guyasuta Investment Advisors
Pennsylvania
$276K -$2.24K -75 -0.8%
ZF
617
Zhang Financial
Michigan
$267K – – –
FG
618
Fiduciary Group
Georgia
$264K – – –
AssetMark Inc
619
AssetMark Inc
California
$263K +$748 +25 +0.3%
EWM
620
Empirical Wealth Management
Washington
$263K +$263K +8,790 New
BW
621
Bison Wealth
Georgia
$256K +$17.3K +580 +7%
BAM
622
Barrett Asset Management
New York
$254K +$3.74K +125 +1%
NCM
623
Noesis Capital Mangement
Florida
$254K +$15K +500 +6%
AMIM
624
Aull & Monroe Investment Management
Alabama
$251K – – –
MIC
625
Meridian Investment Counsel
California
$251K – – –
23 24
25
26 27