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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 %
CAPTRUST Financial Advisors
726
CAPTRUST Financial Advisors
North Carolina
$39K -$6.6M -220,090 -99%
RFA
727
Reilly Financial Advisors
California
$33K – – –
TCM
728
Tradewinds Capital Management
Washington
$31K – – –
ADL
729
Asset Dedication LLC
California
$31K +$23.3K +755 +302%
LCM
730
Liberty Capital Management
Michigan
$31K +$31K +1,005 New
WOC
731
West Oak Capital
California
$30.9K – – –
AA
732
AlphaMark Advisors
Kentucky
$30K – – –
PAI
733
Pittenger & Anderson Inc
Nebraska
$26K +$6.3K +200 +32%
BKA
734
Brick & Kyle Associates
Pennsylvania
$23K – – –
AA
735
Apriem Advisors
California
$23K +$17.8K +565 +342%
GWA
736
Guidant Wealth Advisors
Illinois
$19K +$19K +625 New
AIM
737
Anchor Investment Management
South Carolina
$15.5K – – –
MFW
738
Mosaic Family Wealth
Missouri
$14K – – –
AF
739
Allworth Financial
California
$10K – – –
NHFG
740
New Harbor Financial Group
Massachusetts
$7K +$7K +230 New
EWM
741
Edge Wealth Management
New York
$6K – – –
FMP
742
Financial Management Professionals
Texas
$4K – – –
CFN
743
Cordasco Financial Network
Florida
$4K – – –
WDL
744
Well Done LLC
Michigan
$2.71K +$2.71K +9,530 New
CAW
745
Cornerstone Advisors (Washington)
Washington
$2K +$2K +80 New
SWA
746
Sutton Wealth Advisors
Florida
$1.7K – – –
TCM
747
TD Capital Management
Tennessee
$1K – – –
LWA
748
Lowe Wealth Advisors
Maryland
$1K – – –
VOYA Investment Management
749
VOYA Investment Management
Georgia
$769 -$191 -6,155 -20%
SBL
750
Sargent Bickham Lagudis
Colorado
$164 -$50 -1,610 -23%
28 29
30
31 32