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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 %
TCOT
601
Trust Company of Toledo
Ohio
$610K – – –
WIC
602
Whitegate Investment Counselors
New Hampshire
$593K +$214K +6,460 +56%
PFA
603
Pure Financial Advisors
California
$590K -$6.45K -195 -1%
TNBTD
604
Trustmark National Bank Trust Department
Mississippi
$581K -$26.1K -790 -4%
B
605
Bellecapital
Switzerland
$581K +$581K +17,575 New
BFS
606
Bradley Foster & Sargent
Connecticut
$578K +$578K +17,470 New
ST
607
Spinnaker Trust
Maine
$573K +$14.9K +450 +3%
Legal & General Group
608
Legal & General Group
United Kingdom
$573K +$492K +14,825 +605%
WA
609
WBH Advisory
Maryland
$572K +$33K +1,000 +6%
DAS
610
Dynamic Advisor Solutions
Arizona
$571K +$120K +3,625 +27%
VWM
611
Venturi Wealth Management
Texas
$567K +$567K +17,155 New
TIM
612
Tortoise Investment Management
New York
$557K -$2.15K -65 -0.4%
BSW
613
Buckingham Strategic Wealth
Missouri
$557K +$104K +3,140 +23%
AC
614
Abbrea Capital
California
$555K +$555K +16,770 New
FHC
615
First Heartland Consultants
Missouri
$553K -$51.9K -1,570 -9%
SCA
616
STALEY CAPITAL ADVISERS
Pennsylvania
$552K – – –
ZB
617
Zions Bancorporation
Utah
$549K -$1.82K -55 -0.3%
FIB
618
First Interstate Bank
Montana
$547K – – –
HCIA
619
Hochman Cole Investment Advisors
Illinois
$539K – – –
NSIM
620
North Star Investment Management
Illinois
$538K – – –
FANJ
621
Financial Architects (New Jersey)
New Jersey
$538K +$69.9K +2,115 +15%
MIM
622
Marco Investment Management
Georgia
$537K +$28.8K +920 +6%
MAM
623
Marquette Asset Management
Minnesota
$534K -$13.4K -405 -2%
BRF
624
B. Riley Financial
California
$532K – – –
CAL
625
Capital Advisors Ltd
Ohio
$524K -$2.48K -75 -0.5%
23 24
25
26 27