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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 %
PFM
626
Parsec Financial Management
North Carolina
$524K +$309K +9,340 +144%
QAM
627
QCI Asset Management
New York
$517K +$37.2K +1,125 +8%
BWAM
628
Boyd Watterson Asset Management
Ohio
$516K -$114K -3,460 -18%
CHC
629
City Holding Co
West Virginia
$516K +$3.14K +95 +0.6%
SFM
630
Signature Financial Management
Virginia
$514K – – –
AFS
631
Aft Forsyth & Sober
Florida
$513K – – –
WT
632
Washington Trust
Rhode Island
$507K +$189K +5,710 +59%
OMC
633
Old Mission Capital
Illinois
$506K +$506K +15,290 New
SCA
634
Salient Capital Advisors
Texas
$501K +$1.16K +35 +0.2%
SLT
635
St Louis Trust
Missouri
$500K – – –
IIM
636
Ipswich Investment Management
Massachusetts
$483K +$183K +5,550 +61%
LCM
637
LVM Capital Management
Michigan
$482K +$482K +14,570 New
PCM
638
Parsons Capital Management
Rhode Island
$481K +$138K +4,185 +40%
OCG
639
Opus Capital Group
Ohio
$477K -$20.7K -625 -4%
CCA
640
Cobblestone Capital Advisors
New York
$477K +$25.6K +775 +6%
PAMG
641
Patton Albertson Miller Group
Tennessee
$476K +$136K +4,125 +40%
APP
642
Avantax Planning Partners
Iowa
$474K +$474K +14,335 New
CG
643
Colony Group
Massachusetts
$470K -$3.31K -100 -0.7%
PG
644
Proffitt & Goodson
Tennessee
$470K – – –
EDRIA
645
Edmonds Duncan Registered Investment Advisors
Kansas
$469K +$37.3K +1,130 +9%
BCM
646
Brookmont Capital Management
Texas
$467K -$2.15K -65 -0.5%
GCA
647
Greenwood Capital Associates
South Carolina
$464K -$47.1K -1,425 -9%
RA
648
RFG Advisory
Alabama
$462K – – –
BC
649
Bartlett & Co
Ohio
$461K – – –
CCA
650
Clearwater Capital Advisors
Illinois
$461K +$77.3K +2,325 +20%
24 25
26
27 28