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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

751 hedge funds and large institutions have $19.2B invested in iShares Core S&P Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 330 increasing their positions, 234 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
20.07%
Holding in Top 10
142
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.74%
% of All Funds
3.79%
New
68
Increased
330
Reduced
234
Closed
24
Calls
$18.3M
Puts
$11.3M
Net Calls
+$6.99M
Net Calls Change
+$17.1M

Top Buyers

1
CM
Churchill Management
California
+$158M
2
HI
Horizon Investments
North Carolina
+$89.4M
3
HNB
Huntington National Bank
Ohio
+$62M
4
UBS Group
UBS Group
Switzerland
+$48.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.2M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$255M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$119M
3
Wells Fargo
Wells Fargo
California
-$110M
4
BIT
BlackRock Institutional Trust
California
-$82.1M
5
CC
Cedar Capital
Illinois
-$52.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
601
MV Capital Management
Maryland
$340K – – –
ZF
602
Zhang Financial
Michigan
$339K +$62.2K +2,010 +22%
PFS
603
Prospera Financial Services
Texas
$338K -$13.5K -435 -4%
TIA
604
Tiemann Investment Advisors
California
$338K -$4.95K -160 -1%
DSAM
605
Dock Street Asset Management
Florida
$337K +$117K +3,795 +54%
SWPG
606
Strategic Wealth Partners Group
Illinois
$336K – – –
GKWIM
607
Gerber Kawasaki Wealth & Investment Management
California
$336K +$2.32K +75 +0.7%
Fisher Asset Management
608
Fisher Asset Management
Washington
$336K +$336K +10,850 New
OCM
609
One Capital Management
California
$333K – – –
LIA
610
LS Investment Advisors
Michigan
$329K – – –
PCA
611
Personal Capital Advisors
California
$329K +$329K +10,710 New
CIS
612
Connors Investor Services
Pennsylvania
$323K – – –
JWS
613
Juncture Wealth Strategies
Arizona
$323K +$34.4K +1,110 +12%
PCM
614
Parsons Capital Management
Rhode Island
$321K -$15.5K -500 -5%
M
615
MOTCO
Texas
$318K +$138K +4,460 +77%
PAMG
616
Patton Albertson Miller Group
Tennessee
$318K +$318K +10,265 New
AWM
617
Affinity Wealth Management
Delaware
$317K -$45K -1,455 -12%
ST
618
Smithfield Trust
Pennsylvania
$316K +$98.1K +3,170 +45%
CT
619
Coastline Trust
Rhode Island
$307K -$18.6K -600 -6%
EC
620
Estate Counselors
Wisconsin
$306K – – –
SFG
621
SevenBridge Financial Group
Pennsylvania
$303K -$37K -1,220 -11%
FPCG
622
Fort Pitt Capital Group
Pennsylvania
$303K – – –
EFSCE
623
Enterprise Financial Services Corp (EFSC)
Missouri
$303K +$170K +5,480 +127%
TH
624
TCTC Holdings
Texas
$300K -$33.6K -1,085 -10%
MC
625
Miles Capital
Iowa
$300K – – –
23 24
25
26 27