IJH icon

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 %
EDRS
676
Edmond de Rothschild (Suisse)
Switzerland
$36K – – –
SMG
677
Spectrum Management Group
Indiana
$35K – – –
HR
678
Howe & Rusling
New York
$34K +$34K +1,170 New
RFA
679
Reilly Financial Advisors
California
$31K – – –
KT
680
Kanaly Trust
Texas
$29K – – –
GBT
681
Grove Bank & Trust
Florida
$29K – – –
WOC
682
West Oak Capital
California
$28.8K – – –
BKA
683
Brick & Kyle Associates
Pennsylvania
$22K – – –
GBBWRPM
684
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K – – –
PAI
685
Pittenger & Anderson Inc
Nebraska
$18K +$7.2K +250 +67%
FAM
686
Formidable Asset Management
Ohio
$17K – – –
AIM
687
Anchor Investment Management
South Carolina
$16.6K +$16.6K +575 New
AOWM
688
Alpha Omega Wealth Management
Virginia
$14K – – –
SIG
689
Stanford Investment Group
California
$13K – – –
MFW
690
Mosaic Family Wealth
Missouri
$12K – – –
TCM
691
Tradewinds Capital Management
Washington
$10K -$6.34K -225 -39%
AF
692
Allworth Financial
California
$10K +$10K +335 New
PFO
693
Pathstone Family Office
New Jersey
$10K +$10K +350 New
SAM
694
Solaris Asset Management
New York
$8K -$20.7K -685 -72%
ADL
695
Asset Dedication LLC
California
$7K -$51.2K -1,830 -88%
HDIM
696
Hanson & Doremus Investment Management
Vermont
$7K -$5.6K -200 -44%
CG
697
Cutler Group
California
$6K -$12.7K -485 -68%
EWM
698
Edge Wealth Management
New York
$6K – – –
AA
699
Apriem Advisors
California
$5K +$5K +165 New
Parallax Volatility Advisers
700
Parallax Volatility Advisers
California
$5K +$4.86K +175 +3,500%
26 27
28
29 30