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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.

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
1
Wells Fargo
California
$2.66B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$482M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$766M
4
SIM
4
Scottrade Investment Management
Missouri
$106M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$121M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.27B
2
HI
2
Horizon Investments
North Carolina
$1.57M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$23.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$60.9M
5
VA
5
Valmark Advisers
Ohio
$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$60.9M -$27.8M -839,460 -31%
BA
52
BlackRock Advisors
Delaware
$58.6M +$33.5M +1,012,925 +134%
MPWT
53
MassMutual Private Wealth & Trust
Connecticut
$54.1M +$54.1M +1,636,280 New
AQR Capital Management
54
AQR Capital Management
Connecticut
$53.4M +$1.11M +33,530 +2%
SOMRS
55
State of Michigan Retirement System
Michigan
$52.2M -$198K -6,000 -0.4%
APCM
56
Alaska Permanent Capital Management
Alaska
$50.2M +$1.19M +35,850 +2%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$49.9M +$3.59M +108,615 +8%
SHGA
58
Sand Hill Global Advisors
California
$49.6M +$816K +24,680 +2%
DIP
59
DT Investment Partners
Pennsylvania
$49.5M +$882K +26,670 +2%
SIC
60
Sigma Investment Counselors
Michigan
$49.4M +$1.47M +44,315 +3%
AAM
61
Aberdeen Asset Management
United Kingdom
$48.9M +$4.55M +137,500 +10%
GHA
62
GW Henssler & Associates
Georgia
$47M +$63.3K +1,915 +0.1%
JFA
63
JNBA Financial Advisors
Minnesota
$46.7M +$46.5M +1,407,345 +35,539%
EMA
64
Efficient Market Advisors
California
$45.3M -$14M -423,085 -24%
AA
65
ALPS Advisors
Colorado
$44.8M -$2.05M -62,055 -4%
AFG
66
Arkansas Financial Group
Arkansas
$44.3M +$1.21M +36,730 +3%
SSB
67
Sandy Spring Bank
Maryland
$43.5M +$1.77M +53,565 +4%
BP
68
Ballentine Partners
Massachusetts
$43M +$97.3K +2,945 +0.2%
PAG
69
Private Advisor Group
New Jersey
$42.9M +$13.5M +400,780 +46%
LWA
70
Lenox Wealth Advisors
New York
$42.7M -$5.06M -152,875 -11%
LF
71
Lee Financial
Texas
$42.4M +$42.4M +1,283,175 New
CIA
72
Capital Investment Advisors
Georgia
$41.9M +$136K +4,105 +0.3%
PFM
73
Phillips Financial Management
Indiana
$41.7M +$1.35K +40 +0%
BPB
74
Badgley, Phelps & Bell
Washington
$41.3M +$194K +5,855 +0.5%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$40.9M -$1.69M -51,130 -4%
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