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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

708 hedge funds and large institutions have $17.7B invested in iShares Core S&P Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 276 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
18.9%
Holding in Top 10
139
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.3%
% of All Funds
3.71%
New
61
Increased
276
Reduced
266
Closed
53
Calls
$15.5M
Puts
$4.86M
Net Calls
+$10.6M
Net Calls Change
+$6.45M

Top Buyers

1
BIT
BlackRock Institutional Trust
California
+$121M
2
CS
Credit Suisse
Switzerland
+$115M
3
CC
Cedar Capital
Illinois
+$99.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$83.5M
5
Goldman Sachs
Goldman Sachs
New York
+$77.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.17B
2
Bank of America
Bank of America
North Carolina
-$142M
3
Morgan Stanley
Morgan Stanley
New York
-$115M
4
Citigroup
Citigroup
New York
-$78.8M
5
Wells Fargo
Wells Fargo
California
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
651
Synovus Financial
Georgia
$89K -$79.5K -2,765 -47%
WIC
652
Woodmont Investment Counsel
Tennessee
$84K – – –
AF
653
Arrow Financial
New York
$80K -$431 -15 -0.5%
BC
654
Barnett & Company
Tennessee
$79K +$79K +2,725 New
IIC
655
Integrated Investment Consultants
Michigan
$79K +$79K +2,760 New
SEI Investments
656
SEI Investments
Pennsylvania
$77K +$23K +800 +43%
Legal & General Group
657
Legal & General Group
United Kingdom
$73K -$88.9K -3,075 -55%
DIA
658
Davidson Investment Advisors
Montana
$72K – – –
RBC
659
Roble Belko & Company
Pennsylvania
$70K – – –
LWCFA
660
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$68K – – –
RFS
661
Rockefeller Financial Services
New York
$64K – – –
BWP
662
Baldwin Wealth Partners
Massachusetts
$62K +$62K +2,160 New
RCM
663
Rain Capital Management
Oregon
$59.1K +$59.1K +2,050 New
WEC
664
Winslow Evans & Crocker
Massachusetts
$59K -$10.5K -365 -15%
BBPWM
665
Blue Bell Private Wealth Management
Pennsylvania
$58K – – –
LJHT
666
Laurie J. Hall Trustee
$56K – – –
GI
667
Gradient Investments
Minnesota
$55K – – –
MFBTD
668
MB Financial Bank - Trust Department
Illinois
$53K – – –
TFA
669
Transamerica Financial Advisors
Florida
$53K +$34.9K +1,195 +193%
VNA
670
Valley National Advisers
Pennsylvania
$51K – – –
MBT
671
Monroe Bank & Trust
Michigan
$50K +$50K +1,750 New
Simplex Trading
672
Simplex Trading
Illinois
$44K -$110K -3,845 -71%
FCCM
673
First City Capital Management
Georgia
$44K – – –
CGT
674
Capital Guardian Trust
California
$41K +$41K +1,435 New
BAM
675
Bruderman Asset Management
New York
$37K +$37K +1,285 New
25 26
27
28 29