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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

751 hedge funds and large institutions have $19.2B invested in iShares Core S&P Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 330 increasing their positions, 234 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
20.07%
Holding in Top 10
142
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.74%
% of All Funds
3.79%
New
68
Increased
330
Reduced
234
Closed
24
Calls
$18.3M
Puts
$11.3M
Net Calls
+$6.99M
Net Calls Change
+$17.1M

Top Buyers

1
CM
Churchill Management
California
$158M
2
HI
Horizon Investments
North Carolina
$90.8M
3
HNB
Huntington National Bank
Ohio
$62M
4
UBS Group
UBS Group
Switzerland
$585M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$354M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$97.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.16B
3
Wells Fargo
Wells Fargo
California
$2.1B
4
BIT
BlackRock Institutional Trust
California
$544M
5
CC
Cedar Capital
Illinois
$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
151
Forvis Mazars Wealth Advisors
Missouri
$14.3M -$125K -4,040 -0.9%
WIP
152
Wellesley Investment Partners
Massachusetts
$14.1M -$69.2K -2,235 -0.5%
SGAM
153
Steinberg Global Asset Management
Florida
$14M -$168K -5,435 -1%
LIM
154
Leavell Investment Management
Alabama
$13.7M +$84.9K +2,745 +0.6%
HFA
155
High Falls Advisors
New York
$13.6M -$6.49M -209,860 -32%
GT
156
Greenleaf Trust
Michigan
$13.6M +$3.29M +106,275 +32%
BOH
157
Bank of Hawaii
Hawaii
$13.4M +$13.4M +434,315 New
TF
158
Tompkins Financial
New York
$12.8M -$230K -7,425 -2%
SI
159
SII Investments
Wisconsin
$12.7M +$2.03M +65,650 +19%
CTA
160
Chesley Taft & Associates
Illinois
$12.5M +$339K +10,955 +3%
Citigroup
161
Citigroup
New York
$12.1M +$1.52M +49,080 +14%
CONA
162
Capital One National Association
New York
$12.1M +$6.09M +196,660 +102%
GIM
163
Goelzer Investment Management
Indiana
$11.8M -$63.9K -2,065 -0.5%
LWM
164
LBA Wealth Management
Florida
$11.8M +$359K +11,615 +3%
KCM
165
Kanawha Capital Management
Virginia
$11.1M -$483K -15,610 -4%
CA
166
Cetera Advisors
Colorado
$11M +$6.94M +224,200 +169%
VCM
167
Vision Capital Management
Oregon
$11M -$139K -4,505 -1%
MSA
168
Mason Street Advisors
Wisconsin
$11M -$546K -17,650 -5%
HCA
169
Horan Capital Advisors
Ohio
$10.8M -$2.82M -90,995 -21%
CPIG
170
Chicago Partners Investment Group
Illinois
$10.8M +$304K +9,815 +3%
CCMG
171
Clark Capital Management Group
Pennsylvania
$10.7M +$466K +15,060 +5%
LSERS
172
Louisiana State Employees Retirement System
Louisiana
$10.7M -$3.7M -119,500 -26%
MBT
173
Montecito Bank & Trust
California
$10.7M -$222K -7,160 -2%
TCM
174
Twele Capital Management
Minnesota
$10.6M +$15.5K +500 +0.1%
FAAS
175
First Allied Advisory Services
California
$10.6M +$5.47M +176,810 +106%
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