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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 %
ATC
701
Adirondack Trust Company
New York
$5K +$5K +185 New
FMP
702
Financial Management Professionals
Texas
$4K – – –
CFN
703
Cordasco Financial Network
Florida
$4K – – –
TCM
704
TD Capital Management
Tennessee
$3K -$18.9K -755 -86%
SWA
705
Sutton Wealth Advisors
Florida
$1.59K +$1.59K +55 New
HW
706
Hancock Whitney
Mississippi
$1.22K +$134 +4,650 +12%
LWA
707
Lowe Wealth Advisors
Maryland
$1K – – –
MIM
708
Marco Investment Management
Georgia
$467 +$1 +20 +0.1%
OCM
709
One Capital Management
California
$423 -$42 -1,470 -9%
EWM
710
Endurance Wealth Management
Rhode Island
$302 +$9 +305 +3%
ED
711
Exane Derivatives
France
$144 – – –
USAA
712
United Services Automobile Association
Texas
– -$49.1M -1,763,000 Closed
NMIS
713
Northwestern Mutual Investment Services
Wisconsin
– -$37.2M -1,334,075 Closed
IAM
714
ITS Asset Management
Pennsylvania
– -$28.7M -1,031,140 Closed
SMM
715
Stadion Money Management
Georgia
– -$27.8M -996,295 Closed
SIM
716
Sigma Investment Management
Oregon
– -$26.3M -943,400 Closed
LCOV
717
London Company of Virginia
Virginia
– -$15M -540,045 Closed
TSWM
718
Triangle Securities Wealth Management
North Carolina
– -$9.87M -487,740 Closed
Capital Fund Management (CFM)
719
Capital Fund Management (CFM)
France
– -$6.11M -219,000 Closed
FA
720
FDx Advisors
Illinois
– -$6.05M -217,225 Closed
JMFC
721
J.M. Forbes & Co
Massachusetts
– -$4.56M -163,685 Closed
TRCT
722
Tower Research Capital (TRC)
New York
– -$4.17M -149,535 Closed
FWCM
723
First Western Capital Management
California
– -$3.85M -137,995 Closed
SFA
724
Stewardship Financial Advisors
Georgia
– -$3.77M -135,280 Closed
Citadel Advisors
725
Citadel Advisors
Florida
– -$3.39M -121,700 Closed
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