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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
$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 %
CFA
826
CT Financial Advisors
Pennsylvania
$68.5K +$331 +10 +0.5%
BWP
827
Baldwin Wealth Partners
Massachusetts
$66K – – –
BC
828
Barnett & Company
Tennessee
$64K – – –
LJHT
829
Laurie J. Hall Trustee
$64K +$64K +1,900 New
YWP
830
YorkBridge Wealth Partners
New York
$64K +$64K +1,960 New
GI
831
Gradient Investments
Minnesota
$63K – – –
HIIFS
832
Harel Insurance Investments & Financial Services
Israel
$58K -$54K – –
MBT
833
Monroe Bank & Trust
Michigan
$58K +$58K +1,750 New
MRCM
834
M&R Capital Management
New Jersey
$56K – – –
HDIM
835
Hanson & Doremus Investment Management
Vermont
$51.4K – – –
BBPWM
836
Blue Bell Private Wealth Management
Pennsylvania
$51K – – –
SIG
837
Stanford Investment Group
California
$48K +$333 +10 +0.7%
RBC
838
Roble Belko & Company
Pennsylvania
$46K – – –
DPA
839
Delphi Private Advisors
California
$46K +$46K +1,390 New
MFBTD
840
MB Financial Bank - Trust Department
Illinois
$43K -$1.16K -35 -3%
GEA
841
Glen Eagle Advisors
New Jersey
$40.3K +$40.3K +1,220 New
AOWM
842
Alpha Omega Wealth Management
Virginia
$35K +$35K +1,060 New
WOC
843
West Oak Capital
California
$33.1K – – –
BTIS
844
BB&T Investment Services
North Carolina
$33K +$33K +1,000 New
AA
845
AlphaMark Advisors
Kentucky
$32K – – –
CCM
846
Cribstone Capital Management
Maine
$30K -$59.8K -1,765 -67%
SAM
847
Shamrock Asset Management
Texas
$30K +$30K +900 New
BKA
848
Brick & Kyle Associates
Pennsylvania
$25K – – –
AA
849
Apriem Advisors
California
$24K – – –
GWA
850
Guidant Wealth Advisors
Illinois
$21K – – –
32 33
34
35 36