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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

868 hedge funds and large institutions have $22.6B invested in iShares Core S&P Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 394 increasing their positions, 223 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
+117
Holders Change %
+15.58%
% of All Funds
21.73%
Holding in Top 10
177
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+24.65%
% of All Funds
4.43%
New
152
Increased
394
Reduced
223
Closed
19
Calls
$23M
Puts
$5.22M
Net Calls
+$17.8M
Net Calls Change
+$10.8M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$415M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$378M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$149M
4
SIM
Scottrade Investment Management
Missouri
+$106M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$94.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$106M
2
HI
Horizon Investments
North Carolina
-$95.5M
3
Principal Financial Group
Principal Financial Group
Iowa
-$29.5M
4
UCFA
United Capital Financial Advisors
Texas
-$27.8M
5
VA
Valmark Advisers
Ohio
-$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
676
Courage Miller Partners
Virginia
$397K +$14.7K +445 +4%
LWM
677
Lyons Wealth Management
Florida
$397K +$157K +4,750 +65%
EFSCE
678
Enterprise Financial Services Corp (EFSC)
Missouri
$396K +$72.3K +2,185 +22%
MA
679
MCF Advisors
Kentucky
$393K -$373K -11,280 -49%
FPCG
680
Fort Pitt Capital Group
Pennsylvania
$392K +$68K +2,055 +21%
LBC
681
Lowe Brockenbrough & Co
Virginia
$391K – – –
KBC Group
682
KBC Group
Belgium
$389K -$10.3K -310 -3%
TSS
683
Two Sigma Securities
New York
$388K +$388K +11,730 New
MCM
684
MV Capital Management
Maryland
$384K +$20.7K +625 +6%
PP
685
PagnatoKarp Partners
Virginia
$384K +$384K +11,610 New
HFS
686
Haverford Financial Services
Pennsylvania
$380K – – –
SAM
687
Silvercrest Asset Management
New York
$378K +$159K +4,805 +73%
FDCC
688
Foster Dykema Cabot & Co
Massachusetts
$376K – – –
SWPG
689
Strategic Wealth Partners Group
Illinois
$375K +$15.4K +465 +4%
GWS
690
Glassman Wealth Services
Virginia
$373K – – –
RMC
691
Regis Management Company
California
$372K +$1.65K +50 +0.4%
TIA
692
Tiemann Investment Advisors
California
$371K +$9.42K +285 +3%
CLOS
693
Compagnie Lombard Odier SCmA
Switzerland
$368K -$414K -12,500 -53%
JSL
694
JT Stratford LLC
Georgia
$368K +$368K +11,115 New
VIA
695
Vantage Investment Advisors
Pennsylvania
$365K -$826 -25 -0.2%
GKWIM
696
Gerber Kawasaki Wealth & Investment Management
California
$365K +$5.79K +175 +2%
CL
697
CPWM LLC
Washington
$358K -$61.5K -1,860 -15%
CWM
698
Concentric Wealth Management
California
$358K +$358K +10,825 New
NHC
699
Nicholas Hoffman & Company
Georgia
$357K +$357K +10,745 New
OCM
700
One Capital Management
California
$356K – – –
26 27
28
29 30