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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 %
IA
126
IFP Advisors
Florida
$23M +$4.75M +143,510 +26%
BHWM
127
Bar Harbor Wealth Management
New Hampshire
$22.9M +$214K +6,465 +0.9%
CWM
128
Connecticut Wealth Management
Connecticut
$22.8M +$1.09M +32,490 +5%
WI
129
Wintrust Investments
Illinois
$21.5M +$2.21M +66,835 +11%
KA
130
Klingman & Associates
New York
$21.4M +$4.12M +124,715 +24%
DT
131
Diversified Trust
Tennessee
$20.4M +$18.1M +546,055 +767%
PA
132
Planning Alternatives
Michigan
$20M -$153K -4,625 -0.8%
FHB
133
First Hawaiian Bank
Hawaii
$19.4M +$2.11M +63,695 +12%
FNT
134
First National Trust
Pennsylvania
$19.3M +$3.48M +105,300 +22%
Prudential Financial
135
Prudential Financial
New Jersey
$19.3M +$318K +9,625 +2%
TAT
136
TD Ameritrade Trust
Colorado
$18.9M -$343K -10,360 -2%
SB
137
Suntrust Banks
Georgia
$18.8M +$1.56M +47,315 +9%
AF
138
Affiance Financial
Minnesota
$18.6M +$842K +25,465 +5%
EDRH
139
Edmond de Rothschild Holding
Switzerland
$18.5M +$5.29K +160 +0%
CAN
140
Cetera Advisor Networks
California
$18.4M -$4.1M -123,975 -18%
MRC
141
Millburn Ridgefield Corp
New York
$18.3M +$18.3M +553,215 New
CCA
142
Catalyst Capital Advisors
New York
$18.3M +$18.3M +553,215 New
GT
143
Greenleaf Trust
Michigan
$18.2M +$3.66M +110,655 +25%
CCP
144
Cardan Capital Partners
Colorado
$17.7M +$138K +4,185 +0.8%
PRS
145
Pinkerton Retirement Specialists
Idaho
$17.7M +$206K +6,220 +1%
TCOV
146
Trust Company of Vermont
Vermont
$17.7M +$383K +11,570 +2%
LP
147
LGL Partners
Pennsylvania
$17.7M -$46.6K -1,410 -0.3%
SMA
148
Simply Money Advisors
Ohio
$17.5M +$17.5M +528,305 New
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$17.4M +$6.62M +200,055 +61%
JWA
150
JFS Wealth Advisors
Pennsylvania
$17.3M +$1.12M +34,020 +7%
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