IJH icon

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.27B
2
HI
Horizon Investments
North Carolina
$1.57M
3
Principal Financial Group
Principal Financial Group
Iowa
$23.3M
4
UCFA
United Capital Financial Advisors
Texas
$60.9M
5
VA
Valmark Advisers
Ohio
$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
776
Patten & Patten
Tennessee
$219K -$16.5K -500 -7%
PCA
777
Peddock Capital Advisors
Massachusetts
$214K +$29.8K +900 +16%
JFG
778
JMG Financial Group
Illinois
$210K +$210K +6,350 New
CDIA
779
Capital Directions Investment Advisors
Georgia
$209K +$46.6K +1,410 +29%
SF
780
Synovus Financial
Georgia
$209K +$49.1K +1,480 +31%
CBTWT
781
Community Bank & Trust (Waco, Texas)
Texas
$207K +$207K +6,255 New
IT
782
Independence Trust
Tennessee
$206K +$206K +6,225 New
CANC
783
Culbertson A N & Co
Virginia
$204K +$204K +6,155 New
KFC
784
Klingenstein Fields & Co
New York
$202K +$202K +6,105 New
WHG
785
Westwood Holdings Group
Texas
$201K -$22.2K -670 -10%
JCM
786
Jacobi Capital Management
Pennsylvania
$200K -$25.2K -750 -11%
PCTC
787
Perkins Coie Trust Company
Washington
$199K +$199K +6,030 New
BCP
788
Blue Chip Partners
Michigan
$197K +$826 +25 +0.4%
SG Americas Securities
789
SG Americas Securities
New York
$193K -$1.75M -52,755 -90%
TWA
790
TCI Wealth Advisors
Arizona
$184K +$184K +5,570 New
FFC
791
First Financial Corp
Indiana
$172K -$9.9K -300 -5%
WPA
792
West Paces Advisors
Georgia
$171K +$171K +5,175 New
RFWA
793
RPg Family Wealth Advisory
Massachusetts
$158K +$158K +4,785 New
SBL
794
Sargent Bickham Lagudis
Colorado
$157K -$17.5K -530 -10%
BFEC
795
Benjamin F. Edwards & Company
Missouri
$149K – – –
GBT
796
Grove Bank & Trust
Florida
$146K +$23.4K +705 +19%
IWM
797
IHT Wealth Management
Illinois
$143K +$143K +4,315 New
TSW
798
Thompson Siegel & Walmsley
Virginia
$140K – – –
CAW
799
Cornerstone Advisors (Washington)
Washington
$138K +$135K +4,090 +5,113%
PFBT
800
Parkside Financial Bank & Trust
Missouri
$133K -$28.2K -850 -17%
30 31
32
33 34