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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 %
PWMAG
726
Pinnacle Wealth Management Advisory Group
New Jersey
$300K +$300K +9,075 New
BAM
727
Barrett Asset Management
New York
$298K +$16.6K +500 +6%
Lido Advisors
728
Lido Advisors
California
$298K +$298K +9,005 New
SFSIG
729
San Francisco Sentry Investment Group
California
$291K +$10.8K +325 +4%
ECM
730
EagleClaw Capital Management
Massachusetts
$290K – – –
GC
731
Garde Capital
Washington
$289K -$3.39M -102,595 -92%
FCB
732
First Command Bank
Texas
$286K +$286K +8,650 New
FCFS
733
First Command Financial Services
Texas
$286K +$286K +8,650 New
FG
734
Fiduciary Group
Georgia
$282K -$10.8K -325 -4%
PAM
735
Peak Asset Management
Colorado
$279K +$29.2K +885 +12%
MIC
736
Meridian Investment Counsel
California
$278K – – –
IWA
737
Intercontinental Wealth Advisors
Texas
$278K +$278K +8,400 New
WGCA
738
Wolf Group Capital Advisors
Virginia
$277K -$21.2K -640 -7%
PFGIA
739
Patriot Financial Group Insurance Agency
Massachusetts
$277K +$277K +8,310 New
RCM
740
Radnor Capital Management
Pennsylvania
$274K +$274K +8,300 New
PGIM
741
Pacific Global Investment Management
California
$273K – – –
SBSB
742
Sullivan, Bruyette, Speros & Blaney
Virginia
$273K +$662 +20 +0.2%
GT
743
Glenview Trust
Kentucky
$273K +$273K +8,250 New
SYBT
744
Stock Yards Bank & Trust
Kentucky
$270K -$5.95K -180 -2%
PCMK
745
Paragon Capital Management (Kansas)
Kansas
$270K +$270K +8,190 New
LAIC
746
Lederer & Associates Investment Counsel
California
$269K +$269K +8,125 New
DIA
747
Dana Investment Advisors
Wisconsin
$266K +$266K +8,040 New
NCM
748
Noesis Capital Mangement
Florida
$264K – – –
Verition Fund Management
749
Verition Fund Management
Connecticut
$264K +$264K +7,990 New
IFAM
750
Institutional & Family Asset Management
Colorado
$262K +$262K +7,915 New
28 29
30
31 32