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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 %
PAI
851
Pittenger & Anderson Inc
Nebraska
$17K -$11.1K -325 -39%
SIC
852
Salem Investment Counselors
North Carolina
$17K +$340 +10 +2%
AIM
853
Anchor Investment Management
South Carolina
$16.5K – – –
RFM
854
Royal Fund Management
Florida
$16K +$16K +495 New
MFW
855
Mosaic Family Wealth
Missouri
$15K – – –
AWM
856
AllSquare Wealth Management
New York
$14K +$14K +410 New
LCM
857
Liberty Capital Management
Michigan
$13K -$21.4K -625 -62%
TCM
858
Tradewinds Capital Management
Washington
$12K -$22K -650 -65%
BWM
859
Baystate Wealth Management
Massachusetts
$12K +$12K +350 New
MSFP
860
Mark Sheptoff Financial Planning
Connecticut
$12K +$12K +375 New
AF
861
Allworth Financial
California
$11K – – –
ADL
862
Asset Dedication LLC
California
$8K -$24.2K -755 -75%
EWM
863
Edge Wealth Management
New York
$7K – – –
FMP
864
Financial Management Professionals
Texas
$4K – – –
CFN
865
Cordasco Financial Network
Florida
$4K – – –
SWA
866
Sutton Wealth Advisors
Florida
$1.82K – – –
TCM
867
TD Capital Management
Tennessee
$1K – – –
LWA
868
Lowe Wealth Advisors
Maryland
$1K – – –
ED
869
Exane Derivatives
France
$165 – – –
PK
870
Pflug Koory
Nebraska
$38 +$38 +1,150 New
FIG
871
FundX Investment Group
California
– -$21.9M -706,350 Closed
MSWM
872
Mader & Shannon Wealth Management
Missouri
– -$10.1M -327,205 Closed
CCT
873
Country Club Trust
Missouri
– -$1.33M -42,905 Closed
ACM
874
Argentus Capital Management
Texas
– -$1.19M -38,520 Closed
BCM
875
Barometer Capital Management
Ontario, Canada
– -$1.18M -38,000 Closed
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