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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 %
WF
751
Welch & Forbes
Massachusetts
$259K – – –
GC
752
Gibson Capital
Pennsylvania
$258K – – –
HB
753
Homrich & Berg
Georgia
$256K +$256K +7,740 New
ZF
754
Zhang Financial
Michigan
$255K -$110K -3,305 -30%
IC
755
Investment Counsel
Michigan
$255K – – –
G
756
GenTrust
Florida
$255K +$255K +7,720 New
T. Rowe Price Associates
757
T. Rowe Price Associates
Maryland
$251K – – –
LDB
758
Lee, Danner & Bass
Tennessee
$251K – – –
AssetMark Inc
759
AssetMark Inc
California
$247K -$134K -4,065 -35%
IFB
760
iAB Financial Bank
Indiana
$244K -$21.5K -650 -8%
VHAM
761
Van Hulzen Asset Management
California
$240K +$240K +7,260 New
RW
762
REDW Wealth
New Mexico
$240K +$240K +7,265 New
AMCA
763
Arthur M. Cohen & Associates
Illinois
$239K +$239K +7,235 New
JPMIA
764
J.P. Marvel Investment Advisors
Massachusetts
$237K – – –
KP
765
Keel Point
Alabama
$236K +$9.1K +275 +4%
MM
766
Meridian Management
Arkansas
$235K -$16.5K -500 -7%
PO
767
Private Ocean
California
$233K +$661 +20 +0.3%
WIC
768
Woodmont Investment Counsel
Tennessee
$233K +$15.9K +480 +7%
SCM
769
Southport Capital Management
Tennessee
$232K – – –
BW
770
Bison Wealth
Georgia
$228K +$228K +6,900 New
HS
771
Huntington Steele
Pennsylvania
$227K -$10.3K -310 -4%
WPP
772
Whalerock Point Partners
Rhode Island
$227K -$661 -20 -0.3%
ESBC
773
E.S. Barr & Co
Kentucky
$227K +$227K +6,865 New
MWP
774
MYCIO Wealth Partners
Pennsylvania
$222K +$1.99K +60 +0.9%
EA
775
Elm Advisors
California
$221K +$221K +6,695 New
29 30
31
32 33