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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

721 hedge funds and large institutions have $18.3B invested in iShares Core S&P Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 324 increasing their positions, 251 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+13
Holders Change %
+1.84%
% of All Funds
19.27%
Holding in Top 10
146
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.04%
% of All Funds
3.9%
New
53
Increased
324
Reduced
251
Closed
37
Calls
$10.4M
Puts
$20.5M
Net Calls
-$10.1M
Net Calls Change
-$20.8M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.14B
2
Morgan Stanley
Morgan Stanley
New York
$624M
3
SMM
Stadion Money Management
Georgia
$77.6M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$59.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$340M

Top Sellers

1
LPL Financial
LPL Financial
California
$6.44M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.16B
3
CS
Credit Suisse
Switzerland
$1.53M
4
Bank of America
Bank of America
North Carolina
$992M
5
Goldman Sachs
Goldman Sachs
New York
$54.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNB
676
Farmers National Bank
Kentucky
$100K +$100K +3,350 New
CCM
677
Cribstone Capital Management
Maine
$99K +$99K +3,300 New
Legal & General Group
678
Legal & General Group
United Kingdom
$87K +$11.3K +375 +15%
IIC
679
Integrated Investment Consultants
Michigan
$82K – – –
EWM
680
Endurance Wealth Management
Rhode Island
$81K -$232K -7,750 -74%
LWCFA
681
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79K +$8.91K +300 +13%
DIA
682
Davidson Investment Advisors
Montana
$75K – – –
RBC
683
Roble Belko & Company
Pennsylvania
$73K – – –
WAP
684
Wealthcare Advisory Partners
Pennsylvania
$72K +$72K +2,405 New
RFS
685
Rockefeller Financial Services
New York
$66K – – –
RCM
686
Rain Capital Management
Oregon
$61.2K – – –
WEC
687
Winslow Evans & Crocker
Massachusetts
$61.1K +$149 +5 +0.2%
BBPWM
688
Blue Bell Private Wealth Management
Pennsylvania
$61K – – –
BWP
689
Baldwin Wealth Partners
Massachusetts
$60K -$4.8K -160 -7%
BC
690
Barnett & Company
Tennessee
$59K -$22.4K -750 -28%
LJHT
691
Laurie J. Hall Trustee
$58K – – –
GI
692
Gradient Investments
Minnesota
$58K +$1.49K +50 +3%
VNA
693
Valley National Advisers
Pennsylvania
$53K – – –
BCI
694
Brinker Capital Investments
Pennsylvania
$51K -$289K -9,730 -85%
CFA
695
CT Financial Advisors
Pennsylvania
$50.2K -$56.9K -1,905 -53%
SIG
696
Stanford Investment Group
California
$43K +$29.5K +980 +218%
BBHC
697
Brown Brothers Harriman & Co
New York
$42K -$127K -4,225 -75%
RFA
698
Reilly Financial Advisors
California
$32K – – –
MFBTD
699
MB Financial Bank - Trust Department
Illinois
$31K -$23.2K -785 -43%
TCM
700
Tradewinds Capital Management
Washington
$30K +$19.4K +650 +183%
26 27
28
29 30