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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

708 hedge funds and large institutions have $17.7B invested in iShares Core S&P Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 276 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
18.9%
Holding in Top 10
139
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.3%
% of All Funds
3.71%
New
61
Increased
276
Reduced
266
Closed
53
Calls
$15.5M
Puts
$4.86M
Net Calls
+$10.6M
Net Calls Change
+$6.45M

Top Buyers

1
BIT
1
BlackRock Institutional Trust
California
$579M
2
CS
2
Credit Suisse
Switzerland
$130M
3
CC
3
Cedar Capital
Illinois
$99.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$271M
5
Goldman Sachs
5
Goldman Sachs
New York
$118M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.24B
2
Bank of America
2
Bank of America
North Carolina
$1.02B
3
Morgan Stanley
3
Morgan Stanley
New York
$527M
4
Citigroup
4
Citigroup
New York
$9.18M
5
Wells Fargo
5
Wells Fargo
California
$1.85B
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$30.6M +$7.39M +256,325 +32%
CFG
77
Citizens Financial Group
Rhode Island
$30M -$893K -30,950 -3%
LTFS
78
Ladenburg Thalmann Financial Services
Florida
$29.5M +$12.7M +441,950 +76%
PIM
79
Parker Investment Management
California
$29.4M +$29.4M +1,018,185 New
VF
80
Virtu Financial
New York
$28.7M +$28.7M +994,925 New
Mariner
81
Mariner
Kansas
$28.7M +$198K +6,855 +0.7%
CCFCSB
82
Cape Cod Five Cents Savings Bank
Massachusetts
$28M -$1.04M -36,130 -4%
JFA
83
JNBA Financial Advisors
Minnesota
$28M -$79.9K -2,770 -0.3%
FWM
84
FFT Wealth Management
Pennsylvania
$28M +$10M +348,200 +56%
DWM
85
Destination Wealth Management
California
$28M – – –
Stifel Financial
86
Stifel Financial
Missouri
$27.8M -$608K -21,095 -2%
MG
87
Mather Group
Illinois
$26.7M +$2.12M +73,670 +9%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$26.1M -$919K -31,860 -3%
FIM
89
Foresters Investment Management
New York
$25.6M – – –
AIP
90
Ameritas Investment Partners
Nebraska
$24.5M -$66.6K -2,310 -0.3%
AI
91
Atria Investments
North Carolina
$24.5M +$4.73M +163,905 +24%
BSB
92
Bangor Savings Bank
Maine
$24.5M -$214K -7,415 -0.9%
BOS
93
Bank of Stockton
California
$23.8M +$746K +25,870 +3%
BIM
94
Bridges Investment Management
Nebraska
$23.8M +$830K +28,780 +4%
PAG
95
Private Advisor Group
New Jersey
$22.9M +$3.13M +108,600 +16%
EWM
96
Evermay Wealth Management
Virginia
$22.6M +$174K +6,045 +0.8%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$22.4M -$2.92M -101,170 -12%
TFO
98
Tarbox Family Office
California
$22.4M +$560K +19,420 +3%
CBB
99
Citizens Business Bank
California
$22.1M +$1.67M +57,995 +8%
BWM
100
Braver Wealth Management
Massachusetts
$21.9M -$773K -26,795 -3%
2 3
4
5 6