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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
+$89.4M
3
HNB
Huntington National Bank
Ohio
+$62M
4
UBS Group
UBS Group
Switzerland
+$48.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.2M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$255M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$119M
3
Wells Fargo
Wells Fargo
California
-$110M
4
BIT
BlackRock Institutional Trust
California
-$82.1M
5
CC
Cedar Capital
Illinois
-$52.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
701
Lebenthal Asset Management
New York
$83K +$83K +2,690 New
LWCFA
702
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$82K – – –
CCM
703
Cribstone Capital Management
Maine
$80K -$19.6K -650 -20%
WEC
704
Winslow Evans & Crocker
Massachusetts
$78.7K +$15.4K +500 +24%
ACS
705
Archford Capital Strategies
Illinois
$78K -$29.1K -950 -27%
DIA
706
Davidson Investment Advisors
Montana
$77K – – –
Legal & General Group
707
Legal & General Group
United Kingdom
$76K -$14K -450 -16%
WAP
708
Wealthcare Advisory Partners
Pennsylvania
$74K – – –
RFS
709
Rockefeller Financial Services
New York
$69K – – –
BBHC
710
Brown Brothers Harriman & Co
New York
$66K +$22.5K +725 +52%
CFA
711
CT Financial Advisors
Pennsylvania
$63.8K +$11.8K +380 +23%
RCM
712
Rain Capital Management
Oregon
$63.4K – – –
BWP
713
Baldwin Wealth Partners
Massachusetts
$62K – – –
BC
714
Barnett & Company
Tennessee
$60K -$769 -25 -1%
BWP
715
BSW Wealth Partners
Colorado
$59.9K -$371K -286,925 -86%
GI
716
Gradient Investments
Minnesota
$59K -$1.55K -50 -3%
BCI
717
Brinker Capital Investments
Pennsylvania
$58K +$4.94K +160 +9%
HIIFS
718
Harel Insurance Investments & Financial Services
Israel
$54K – – –
MRCM
719
M&R Capital Management
New Jersey
$52K +$21.4K +700 +70%
BBPWM
720
Blue Bell Private Wealth Management
Pennsylvania
$48K -$15.7K -500 -25%
HDIM
721
Hanson & Doremus Investment Management
Vermont
$48K +$48K +1,555 New
SIG
722
Stanford Investment Group
California
$44K – – –
RBC
723
Roble Belko & Company
Pennsylvania
$43K -$32.6K -1,055 -43%
MFBTD
724
MB Financial Bank - Trust Department
Illinois
$41K +$8.75K +285 +27%
AFIA
725
America First Investment Advisors
Nebraska
$40K +$40K +1,500 New
27 28
29
30 31