IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

707 hedge funds and large institutions have $18.1B invested in iShares Core S&P Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 299 increasing their positions, 204 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+71
Holders Change %
+11.16%
% of All Funds
18.57%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
3.47%
New
111
Increased
299
Reduced
204
Closed
29
Calls
$5.6M
Puts
$1.4M
Net Calls
+$4.2M
Net Calls Change
-$5.47M

Top Buyers

1
LPL Financial
LPL Financial
California
$400M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$481M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.26B
4
UB
UMB Bank
Missouri
$84.3M
5
Wells Fargo
Wells Fargo
California
$1.86B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$39.2M
2
HNB
Huntington National Bank
Ohio
$52.1M
3
USAA
United Services Automobile Association
Texas
$49.1M
4
NG
NatWest Group
United Kingdom
$0
5
VA
Valmark Advisers
Ohio
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIR
126
Clear Investment Research
Georgia
$14.7M +$1.04M +37,260 +8%
RJA
127
Raymond James & Associates
Florida
$14.5M +$2.76M +99,200 +23%
SB
128
Suntrust Banks
Georgia
$14.4M +$541K +19,430 +4%
CS
129
Credit Suisse
Switzerland
$14.1M +$1.07M +38,500 +8%
SFS
130
Summit Financial Strategies
Ohio
$14M +$2.23K +80 +0%
AIG
131
American International Group
New York
$13.8M +$72.7K +2,610 +0.5%
FNT
132
First National Trust
Pennsylvania
$13.8M +$2.55M +91,630 +23%
JWA
133
JFS Wealth Advisors
Pennsylvania
$13.7M +$10.6M +380,355 +337%
PAM
134
Peninsula Asset Management
Florida
$13.4M -$679K -24,385 -5%
ERSOT
135
Employees Retirement System of Texas
Texas
$13.2M +$13.2M +475,000 New
TCOV
136
Trust Company of Vermont
Vermont
$13.1M +$496K +17,790 +4%
SGAM
137
Steinberg Global Asset Management
Florida
$12.4M -$14.5K -520 -0.1%
LIM
138
Leavell Investment Management
Alabama
$12.3M +$94.7K +3,400 +0.8%
Fiera Capital (Canada)
139
Fiera Capital (Canada)
Quebec, Canada
$12.3M +$12.3M +440,560 New
GH
140
GAM Holding
Switzerland
$12.2M -$2.62M -94,050 -18%
MFS
141
MSI Financial Services
Massachusetts
$12M +$5.07M +181,860 +73%
TF
142
Tompkins Financial
New York
$11.9M -$223K -7,995 -2%
LSERS
143
Louisiana State Employees Retirement System
Louisiana
$11.8M +$933K +33,500 +9%
BWP
144
BSW Wealth Partners
Colorado
$11.7M +$1.05M +37,610 +10%
FMBTD
145
First Midwest Bank Trust Division
Illinois
$11.7M -$539K -19,350 -4%
HCA
146
Horan Capital Advisors
Ohio
$11.3M -$403K -14,455 -3%
CTA
147
Chesley Taft & Associates
Illinois
$11M -$1.5M -53,900 -12%
CAN
148
Cetera Advisor Networks
California
$10.9M +$880K +31,560 +9%
MBT
149
Montecito Bank & Trust
California
$10.8M -$1.78M -63,775 -14%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$10.7M +$53.2K +1,910 +0.5%
4 5
6
7 8