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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
$90.8M
3
HNB
Huntington National Bank
Ohio
$62M
4
UBS Group
UBS Group
Switzerland
$585M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$354M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$97.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.16B
3
Wells Fargo
Wells Fargo
California
$2.1B
4
BIT
BlackRock Institutional Trust
California
$544M
5
CC
Cedar Capital
Illinois
$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
676
Silvercrest Asset Management
New York
$205K +$205K +6,615 New
WIC
677
Woodmont Investment Counsel
Tennessee
$203K -$547K -17,700 -73%
PFM
678
Parsec Financial Management
North Carolina
$201K +$201K +6,495 New
BCP
679
Blue Chip Partners
Michigan
$184K -$2.17K -70 -1%
PCA
680
Peddock Capital Advisors
Massachusetts
$172K +$172K +5,570 New
FFC
681
First Financial Corp
Indiana
$171K – – –
SEI Investments
682
SEI Investments
Pennsylvania
$165K +$40.5K +1,305 +33%
EDRS
683
Edmond de Rothschild (Suisse)
Switzerland
$155K -$225K -7,260 -59%
CDIA
684
Capital Directions Investment Advisors
Georgia
$152K – – –
PFBT
685
Parkside Financial Bank & Trust
Missouri
$150K – – –
SF
686
Synovus Financial
Georgia
$149K -$31.5K -1,020 -17%
BFEC
687
Benjamin F. Edwards & Company
Missouri
$139K – – –
FTUS
688
Flow Traders U.S.
New York
$133K +$133K +4,290 New
TSW
689
Thompson Siegel & Walmsley
Virginia
$131K -$11.6K -375 -8%
WA
690
Winfield Associates
Ohio
$124K – – –
VCM
691
Vigilant Capital Management
Maine
$124K +$107K +3,450 +627%
JFA
692
JNBA Financial Advisors
Minnesota
$123K -$39.9M -1,284,020 -100%
S
693
SignatureFD
Georgia
$123K +$14.6K +470 +13%
GBT
694
Grove Bank & Trust
Florida
$115K – – –
GBBWRPM
695
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$115K +$115K +3,745 New
KF
696
Krilogy Financial
Missouri
$111K -$15.2K -490 -12%
PIM
697
Parasol Investment Management
Illinois
$108K – – –
MWM
698
MinichMacGregor Wealth Management
New York
$103K -$120K -3,930 -54%
EWM
699
Endurance Wealth Management
Rhode Island
$84K – – –
IIC
700
Integrated Investment Consultants
Michigan
$84K – – –
26 27
28
29 30