IJH icon

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 %
SYBT
626
Stock Yards Bank & Trust
Kentucky
$249K +$249K +8,345 New
PGIM
627
Pacific Global Investment Management
California
$246K – – –
CM
628
CS McKee
Pennsylvania
$244K +$244K +8,160 New
PWM
629
Perigon Wealth Management
California
$241K +$241K +8,060 New
CDH
630
Charles D. Hyman
$241K +$241K +8,070 New
SBSB
631
Sullivan, Bruyette, Speros & Blaney
Virginia
$241K +$241K +8,075 New
IFB
632
iAB Financial Bank
Indiana
$240K +$240K +8,025 New
ECM
633
EagleClaw Capital Management
Massachusetts
$236K +$236K +7,900 New
WF
634
Welch & Forbes
Massachusetts
$234K -$746 -25 -0.3%
IC
635
Investment Counsel
Michigan
$230K -$44.8K -1,500 -16%
LDB
636
Lee, Danner & Bass
Tennessee
$227K – – –
VC
637
Vicus Capital
Pennsylvania
$226K -$301K -10,070 -57%
T. Rowe Price Associates
638
T. Rowe Price Associates
Maryland
$226K – – –
FB
639
Fulton Bank
Pennsylvania
$225K +$225K +7,540 New
DE
640
Day & Ennis
Georgia
$220K – – –
CSIC
641
Clifford Swan Investment Counsel
California
$220K +$2.98K +100 +1%
MWM
642
MinichMacGregor Wealth Management
New York
$217K +$447 +15 +0.2%
JPMIA
643
J.P. Marvel Investment Advisors
Massachusetts
$215K – – –
PP
644
Patten & Patten
Tennessee
$213K -$1.5K -50 -0.7%
KP
645
Keel Point
Alabama
$213K +$213K +7,145 New
DSAM
646
Dock Street Asset Management
Florida
$212K – – –
ST
647
Smithfield Trust
Pennsylvania
$210K -$3.13K -105 -1%
CD
648
Carl Domino
Florida
$209K -$2.39K -80 -1%
AL
649
Aspiriant LLC
California
$209K +$209K +6,995 New
SBL
650
Sargent Bickham Lagudis
Colorado
$206K +$48.1K +1,610 +30%
24 25
26
27 28