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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
$579M
2
CS
Credit Suisse
Switzerland
$130M
3
CC
Cedar Capital
Illinois
$99.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$271M
5
Goldman Sachs
Goldman Sachs
New York
$118M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.24B
2
Bank of America
Bank of America
North Carolina
$1.02B
3
Morgan Stanley
Morgan Stanley
New York
$527M
4
Citigroup
Citigroup
New York
$9.18M
5
Wells Fargo
Wells Fargo
California
$1.85B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
51
Lenox Wealth Advisors
New York
$44.6M +$3.63M +125,770 +9%
HNB
52
Huntington National Bank
Ohio
$44.4M -$52.1M – –
GHA
53
GW Henssler & Associates
Georgia
$42.1M -$1.22M -42,335 -3%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$42M -$339K -11,770 -0.8%
MPWT
55
MassMutual Private Wealth & Trust
Connecticut
$42M +$38.1K +1,320 +0.1%
BFA
56
BlackRock Fund Advisors
California
$41.3M -$14.5M -501,605 -26%
SHGA
57
Sand Hill Global Advisors
California
$40.8M +$2.19M +76,080 +6%
DIP
58
DT Investment Partners
Pennsylvania
$40.1M +$7.3M +253,270 +22%
SIC
59
Sigma Investment Counselors
Michigan
$39.5M +$3.63M +125,865 +10%
BPB
60
Badgley, Phelps & Bell
Washington
$39M +$3.06M +106,070 +9%
WSFS
61
Wilmington Savings Fund Society
Delaware
$38M -$1.11M -38,510 -3%
CIA
62
Capital Investment Advisors
Georgia
$37.8M -$584K -20,255 -2%
BP
63
Ballentine Partners
Massachusetts
$36.8M -$1.53M -53,015 -4%
PFM
64
Phillips Financial Management
Indiana
$36.4M +$1.18M +40,795 +3%
AFG
65
Arkansas Financial Group
Arkansas
$36M +$1.47M +50,810 +4%
MWM
66
Modera Wealth Management
New Jersey
$35.8M +$350K +12,130 +1%
JCM
67
Janney Capital Management
Pennsylvania
$35M -$1.48M -51,400 -4%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$34.1M +$317K +11,005 +0.9%
CPO
69
Cerity Partners OCIO
New York
$32.8M +$24.3M +842,710 +285%
Lazard Asset Management
70
Lazard Asset Management
New York
$32.8M -$13.7M -476,575 -30%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$32.8M +$497K +17,235 +2%
SSB
72
Sandy Spring Bank
Maryland
$32.2M +$1.48M +51,265 +5%
SOMRS
73
State of Michigan Retirement System
Michigan
$31.2M – – –
SWP
74
Stratos Wealth Partners
Ohio
$30.9M -$9.43M -327,070 -23%
US Bancorp
75
US Bancorp
Minnesota
$30.6M +$532K +18,450 +2%
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3
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