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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 %
Jane Street
651
Jane Street
New York
$239K -$1.1M -35,560 -82%
IC
652
Investment Counsel
Michigan
$238K – – –
LDB
653
Lee, Danner & Bass
Tennessee
$235K – – –
T. Rowe Price Associates
654
T. Rowe Price Associates
Maryland
$235K – – –
MM
655
Meridian Management
Arkansas
$235K +$235K +7,600 New
PAM
656
Peak Asset Management
Colorado
$234K +$234K +7,565 New
FB
657
Fulton Bank
Pennsylvania
$233K – – –
LC
658
Lourd Capital
California
$233K +$233K +7,530 New
LFG
659
LifePlan Financial Group
Ohio
$232K +$232K +7,485 New
PAS
660
Partnervest Advisory Services
California
$227K -$111K -3,590 -33%
LWM
661
Lyons Wealth Management
Florida
$224K -$282K -9,175 -56%
JPMIA
662
J.P. Marvel Investment Advisors
Massachusetts
$222K – – –
HS
663
Huntington Steele
Pennsylvania
$222K +$222K +7,165 New
PP
664
Patten & Patten
Tennessee
$220K – – –
SCM
665
Southport Capital Management
Tennessee
$218K +$69K +2,225 +46%
PO
666
Private Ocean
California
$217K +$60.1K +1,945 +38%
WRM
667
Westport Resources Management
Connecticut
$216K -$858K -27,700 -80%
JA
668
JOYN Advisors
Georgia
$216K +$216K +6,980 New
OIA
669
Optimum Investment Advisors
Illinois
$213K – – –
FI
670
FormulaFolio Investments
Michigan
$213K +$213K +6,895 New
KP
671
Keel Point
Alabama
$212K -$8.81K -285 -4%
WPP
672
Whalerock Point Partners
Rhode Island
$212K +$212K +6,890 New
WHG
673
Westwood Holdings Group
Texas
$208K +$208K +6,735 New
JCM
674
Jacobi Capital Management
Pennsylvania
$205K – – –
MWP
675
MYCIO Wealth Partners
Pennsylvania
$205K – – –
25 26
27
28 29