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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 %
LIA
701
LS Investment Advisors
Michigan
$352K – – –
CFD
702
Creative Financial Designs
Indiana
$348K +$348K +10,520 New
PFO
703
Pathstone Family Office
New Jersey
$347K +$347K +10,500 New
DE
704
Day & Ennis
Georgia
$345K +$48.3K +1,460 +16%
CIAS
705
Capital Investment Advisory Services
North Carolina
$343K +$343K +10,375 New
M
706
MOTCO
Texas
$341K +$1.16K +35 +0.3%
CPA
707
Clear Perspective Advisors
Illinois
$339K +$339K +10,260 New
OLA
708
Oliver Luxxe Assets
New Jersey
$334K +$334K +10,115 New
PCFFS
709
Pacific Center for Financial Services
California
$333K +$333K +10,075 New
CIS
710
Connors Investor Services
Pennsylvania
$331K -$14.1K -425 -4%
EWM
711
Empirical Wealth Management
Washington
$330K +$42.6K +1,290 +15%
PFS
712
Prospera Financial Services
Texas
$327K -$36.5K -1,095 -10%
EC
713
Estate Counselors
Wisconsin
$327K – – –
OA
714
Opes Advisors
California
$325K +$325K +9,835 New
AI
715
Accredited Investors
Minnesota
$321K +$321K +9,700 New
JG
716
Jefferies Group
New York
$320K +$320K +9,670 New
AWM
717
Affinity Wealth Management
Delaware
$319K -$20.2K -610 -6%
JFGIW
718
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$316K -$538K -16,275 -63%
BFA
719
Bragg Financial Advisors
North Carolina
$315K – – –
TH
720
TCTC Holdings
Texas
$308K -$12.4K -375 -4%
KCPG
721
Kavar Capital Partners Group
Kansas
$306K -$5.12K -155 -2%
GIA
722
Guyasuta Investment Advisors
Pennsylvania
$306K – – –
SQA
723
Simon Quick Advisors
New Jersey
$304K +$304K +9,190 New
SFG
724
SevenBridge Financial Group
Pennsylvania
$303K – – –
HWM
725
Highwater Wealth Management
Colorado
$302K +$12.4K +375 +4%
27 28
29
30 31