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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

636 hedge funds and large institutions have $16.3B invested in iShares Core S&P Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 278 increasing their positions, 210 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
17.78%
Holding in Top 10
115
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.17%
% of All Funds
3.21%
New
45
Increased
278
Reduced
210
Closed
36
Calls
$13M
Puts
$3.31M
Net Calls
+$9.67M
Net Calls Change
+$3.19M

Top Buyers

1
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$419M
2
BlackRock
BlackRock
New York
$107M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.04B
4
Creative Planning
Creative Planning
Kansas
$136M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$287M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$216K
2
BIT
BlackRock Institutional Trust
California
$360M
3
Citigroup
Citigroup
New York
$81.8M
4
Comerica Bank
Comerica Bank
Texas
$52.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
176
New England Private Wealth Advisors
Massachusetts
$6.34M +$203K +7,425 +3%
NCM
177
Neumann Capital Management
California
$6.18M +$110K +4,025 +2%
CA
178
Cambridge Advisors
Nebraska
$6.1M – – –
BPC
179
Banque Pictet & Cie
Switzerland
$6.07M – – –
BC
180
Brinker Capital
Pennsylvania
$6.05M +$6.05M +220,530 New
NCM
181
Novare Capital Management
North Carolina
$6M +$208K +7,620 +4%
FA
182
FDx Advisors
Illinois
$5.96M +$5.96M +218,245 New
Schroder Investment Management Group
183
Schroder Investment Management Group
United Kingdom
$5.87M +$11.6K +425 +0.2%
GIM
184
Goelzer Investment Management
Indiana
$5.84M -$172K -6,290 -3%
LA
185
Lynch & Associates
Indiana
$5.75M +$33.2K +1,215 +0.6%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$5.73M +$72.4K +2,650 +1%
KA
187
Klingman & Associates
New York
$5.71M +$1.2M +43,955 +27%
TCM
188
Towercrest Capital Management
Pennsylvania
$5.64M +$240K +8,785 +4%
FPCM
189
Financial Partners Capital Management
New York
$5.6M +$413K +15,100 +8%
CAM
190
Capstone Asset Management
Texas
$5.55M -$43K -1,575 -0.8%
CASB
191
Cape Ann Savings Bank
Massachusetts
$5.52M +$272K +9,970 +5%
RCAG
192
Rehmann Capital Advisory Group
Michigan
$5.5M +$45.8K +1,675 +0.8%
TWM
193
Torch Wealth Management
Ohio
$5.44M -$27.3K -1,000 -0.5%
CIM
194
CIM Investment Management
Pennsylvania
$5.35M +$75.1K +2,750 +1%
WCM
195
Windsor Capital Management
Arizona
$5.32M +$198K +7,260 +4%
VC
196
Vestor Capital
Illinois
$5.29M +$5.23M +191,285 +8,734%
PAA
197
Peregrine Asset Advisers
Oregon
$5.17M -$5.3M -194,025 -51%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$5.09M +$85.2K +3,160 +2%
AF
199
Affiance Financial
Minnesota
$5.05M +$2.27M +83,045 +82%
Franklin Resources
200
Franklin Resources
California
$5.02M +$40.4K +1,480 +0.8%
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