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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
+$214M
2
Morgan Stanley
Morgan Stanley
New York
+$78.5M
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
+$58.5M

Top Sellers

1
LPL Financial
LPL Financial
California
-$422M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$191M
3
CS
Credit Suisse
Switzerland
-$133M
4
Bank of America
Bank of America
North Carolina
-$68M
5
Goldman Sachs
Goldman Sachs
New York
-$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WOC
701
West Oak Capital
California
$29.9K – – –
AA
702
AlphaMark Advisors
Kentucky
$29K +$29K +955 New
MRCM
703
M&R Capital Management
New Jersey
$29K +$29K +1,000 New
BKA
704
Brick & Kyle Associates
Pennsylvania
$22K – – –
PAI
705
Pittenger & Anderson Inc
Nebraska
$19K – – –
VCM
706
Vigilant Capital Management
Maine
$16K +$16K +550 New
AOWM
707
Alpha Omega Wealth Management
Virginia
$15K – – –
AIM
708
Anchor Investment Management
South Carolina
$14.9K -$2.24K -75 -13%
MFW
709
Mosaic Family Wealth
Missouri
$13K – – –
PFO
710
Pathstone Family Office
New Jersey
$10K – – –
AF
711
Allworth Financial
California
$10K – – –
ADL
712
Asset Dedication LLC
California
$7K – – –
ATC
713
Adirondack Trust Company
New York
$6K – – –
EWM
714
Edge Wealth Management
New York
$6K – – –
AA
715
Apriem Advisors
California
$5K – – –
FMP
716
Financial Management Professionals
Texas
$4K – – –
CFN
717
Cordasco Financial Network
Florida
$4K – – –
SWA
718
Sutton Wealth Advisors
Florida
$1.64K – – –
TCM
719
TD Capital Management
Tennessee
$1K -$2.43K -85 -71%
LWA
720
Lowe Wealth Advisors
Maryland
$1K – – –
FHC
721
First Heartland Consultants
Missouri
$532 +$9 +295 +2%
ED
722
Exane Derivatives
France
$149 – – –
VF
723
Virtu Financial
New York
– -$28.7M -994,925 Closed
AIG
724
American International Group
New York
– -$14.2M -491,160 Closed
LI
725
LVZ Inc
Michigan
– -$10.8M -373,115 Closed
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