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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 %
Fiera Capital (Canada)
151
Fiera Capital (Canada)
Quebec, Canada
$17.1M +$502K +15,180 +3%
N
152
Natixis
France
$17.1M +$231K +6,975 +1%
CONA
153
Capital One National Association
New York
$16.6M +$3.67M +110,985 +28%
RC
154
Randolph Company
Ohio
$16.4M +$16.4M +496,125 New
FNBOH
155
First National Bank of Hutchinson
Kansas
$16.3M -$426K -12,870 -3%
Citigroup
156
Citigroup
New York
$16.2M +$3.2M +96,730 +25%
IH
157
IFC Holdings
Florida
$16.1M +$5.08M +153,595 +46%
TC
158
Telemus Capital
Michigan
$16.1M -$22M -665,395 -58%
HSBC Holdings
159
HSBC Holdings
United Kingdom
$16.1M -$177K -5,340 -1%
SFS
160
Summit Financial Strategies
Ohio
$15.9M -$443K -13,410 -3%
FMWA
161
Forvis Mazars Wealth Advisors
Missouri
$15.7M +$365K +11,030 +2%
CA
162
Cetera Advisors
Colorado
$15.6M +$3.83M +115,695 +32%
WIP
163
Wellesley Investment Partners
Massachusetts
$15.6M +$590K +17,850 +4%
SGAM
164
Steinberg Global Asset Management
Florida
$15.2M +$275K +8,305 +2%
CIR
165
Clear Investment Research
Georgia
$15.2M -$485K -14,660 -3%
PAM
166
Peninsula Asset Management
Florida
$14.8M -$979K -29,610 -6%
SI
167
SII Investments
Wisconsin
$14.8M +$1.26M +38,215 +9%
MIAN
168
Mariner Independent Advisor Network
Kansas
$14.6M +$9.31M +281,590 +176%
HI
169
Hudock Inc
Pennsylvania
$13.9M -$2.03M -61,485 -13%
VCM
170
Vision Capital Management
Oregon
$13.9M +$2.09M +63,160 +18%
ERSOT
171
Employees Retirement System of Texas
Texas
$13.7M -$15.5M -470,000 -53%
NPC
172
National Planning Corporation
California
$13.7M +$7.24M +215,645 +112%
TF
173
Tompkins Financial
New York
$13.7M -$31.6K -955 -0.2%
CA
174
Clearstead Advisors
Ohio
$13.5M +$13.5M +406,775 New
CTA
175
Chesley Taft & Associates
Illinois
$13.4M +$87.6K +2,650 +0.7%
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