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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 %
VCM
801
Vigilant Capital Management
Maine
$132K – – –
WA
802
Winfield Associates
Ohio
$132K – – –
DSN
803
D. Scott Neal
Kentucky
$132K +$132K +4,000 New
SEI Investments
804
SEI Investments
Pennsylvania
$125K -$51.4K -1,550 -29%
GBBWRPM
805
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$124K – – –
JWM
806
Jacobus Wealth Management
Wisconsin
$123K +$123K +3,720 New
KF
807
Krilogy Financial
Missouri
$119K +$1.15K +35 +1%
FNB
808
Farmers National Bank
Kentucky
$119K +$8.26K +250 +7%
PIM
809
Parasol Investment Management
Illinois
$116K – – –
MWM
810
MinichMacGregor Wealth Management
New York
$111K – – –
IWA
811
IBEX Wealth Advisors
New Jersey
$111K +$111K +3,320 New
BCI
812
Brinker Capital Investments
Pennsylvania
$100K +$37.7K +1,140 +61%
WB
813
Webster Bank
Connecticut
$100K +$100K +3,030 New
IIC
814
Integrated Investment Consultants
Michigan
$91K – – –
EWM
815
Endurance Wealth Management
Rhode Island
$90K – – –
LWCFA
816
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88K – – –
NCM
817
New Capital Management
Texas
$87K +$87K +2,630 New
RFA
818
Reilly Financial Advisors
California
$85K +$49.9K +1,505 +142%
ACS
819
Archford Capital Strategies
Illinois
$84K – – –
DIA
820
Davidson Investment Advisors
Montana
$83K – – –
WAP
821
Wealthcare Advisory Partners
Pennsylvania
$80K – – –
RFS
822
Rockefeller Financial Services
New York
$79K +$5.94K +180 +8%
HR
823
Howe & Rusling
New York
$77K +$77K +2,330 New
WEC
824
Winslow Evans & Crocker
Massachusetts
$72.3K -$11.9K -360 -14%
BBHC
825
Brown Brothers Harriman & Co
New York
$70K – – –
31 32
33
34 35