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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 %
WT
626
Washington Trust
Rhode Island
$298K -$84.3K -2,725 -22%
BFA
627
Bragg Financial Advisors
North Carolina
$295K – – –
PAG
628
Pinnacle Advisory Group
Maryland
$295K +$295K +9,705 New
KCPG
629
Kavar Capital Partners Group
Kansas
$291K – – –
BA
630
BKS Advisors
Michigan
$290K -$2.63K -85 -0.9%
GIA
631
Guyasuta Investment Advisors
Pennsylvania
$286K – – –
IIM
632
Ipswich Investment Management
Massachusetts
$280K -$39.4K -1,275 -12%
GA
633
Geneva Advisors
Illinois
$279K -$124K -4,010 -31%
WGCA
634
Wolf Group Capital Advisors
Virginia
$279K -$10.1K -325 -3%
DE
635
Day & Ennis
Georgia
$277K +$49.8K +1,610 +22%
FG
636
Fiduciary Group
Georgia
$274K – – –
ECM
637
EagleClaw Capital Management
Massachusetts
$272K +$27.8K +900 +11%
HWM
638
Highwater Wealth Management
Colorado
$271K +$271K +8,745 New
EWM
639
Empirical Wealth Management
Washington
$269K -$2.94K -95 -1%
BAM
640
Barrett Asset Management
New York
$263K – – –
SFSIG
641
San Francisco Sentry Investment Group
California
$262K -$282K -9,100 -52%
MIC
642
Meridian Investment Counsel
California
$260K – – –
AMIM
643
Aull & Monroe Investment Management
Alabama
$259K – – –
SYBT
644
Stock Yards Bank & Trust
Kentucky
$258K – – –
PGIM
645
Pacific Global Investment Management
California
$255K – – –
SBSB
646
Sullivan, Bruyette, Speros & Blaney
Virginia
$255K +$4.65K +150 +2%
IFB
647
iAB Financial Bank
Indiana
$248K – – –
NCM
648
Noesis Capital Mangement
Florida
$247K -$15.4K -500 -6%
WF
649
Welch & Forbes
Massachusetts
$242K – – –
GC
650
Gibson Capital
Pennsylvania
$242K +$242K +7,825 New
24 25
26
27 28