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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

636 hedge funds and large institutions have $16.3B invested in iShares Core S&P Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 278 increasing their positions, 210 reducing their positions, and 36 closing their positions.

Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
17.78%
Holding in Top 10
115
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.17%
% of All Funds
3.21%
New
45
Increased
278
Reduced
210
Closed
36
Calls
$13M
Puts
$3.31M
Net Calls
+$9.67M
Net Calls Change
+$3.19M

Top Buyers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$419M
2
BlackRock
2
BlackRock
New York
$107M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.04B
4
Creative Planning
4
Creative Planning
Kansas
$136M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$287M

Top Sellers

1
GHF
1
Good Harbor Financial
Illinois
$216K
2
BIT
2
BlackRock Institutional Trust
California
$360M
3
Citigroup
3
Citigroup
New York
$81.8M
4
Comerica Bank
4
Comerica Bank
Texas
$52.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
51
Lenox Wealth Advisors
New York
$38M +$3.66M +133,960 +11%
WSFS
52
Wilmington Savings Fund Society
Delaware
$36.9M +$87.4K +3,200 +0.2%
SMM
53
Stadion Money Management
Georgia
$36.6M +$5.66M +207,080 +18%
SHGA
54
Sand Hill Global Advisors
California
$35.9M +$1.02M +37,360 +3%
CIA
55
Capital Investment Advisors
Georgia
$35.8M +$2.03M +74,175 +6%
JCM
56
Janney Capital Management
Pennsylvania
$35.3M +$35.3M +1,291,370 New
MWM
57
Modera Wealth Management
New Jersey
$34.2M -$630K -23,070 -2%
BPB
58
Badgley, Phelps & Bell
Washington
$34.1M +$392K +14,355 +1%
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$34M +$254K +9,315 +0.8%
HT
60
Hefren-Tillotson
Pennsylvania
$33.5M +$33.5M +1,227,750 New
PFM
61
Phillips Financial Management
Indiana
$33.3M -$61.1K -2,175 -0.2%
NMIS
62
Northwestern Mutual Investment Services
Wisconsin
$32.9M +$3.29M +120,415 +11%
BP
63
Ballentine Partners
Massachusetts
$32.4M +$26.1K +955 +0.1%
EB
64
Eastern Bank
Massachusetts
$32.4M -$521K -19,065 -2%
CNB
65
City National Bank
California
$32.3M +$49.9K +1,825 +0.2%
NG
66
NatWest Group
United Kingdom
$32.2M -$2.15M -78,795 -6%
BFA
67
BlackRock Fund Advisors
California
$32M +$2.55M +93,320 +9%
SIC
68
Sigma Investment Counselors
Michigan
$31.9M +$6.34M +232,110 +25%
Principal Financial Group
69
Principal Financial Group
Iowa
$31.8M +$464K +17,000 +1%
AFG
70
Arkansas Financial Group
Arkansas
$31.3M +$1.1M +40,145 +4%
DIP
71
DT Investment Partners
Pennsylvania
$31.2M -$130K -4,775 -0.4%
SWP
72
Stratos Wealth Partners
Ohio
$31M -$3.63M -132,695 -10%
SOMRS
73
State of Michigan Retirement System
Michigan
$30.2M – – –
DWM
74
Destination Wealth Management
California
$28.3M -$13.4M -491,085 -32%
US Bancorp
75
US Bancorp
Minnesota
$28.1M +$1.56M +57,005 +6%
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