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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 %
CASB
176
Cape Ann Savings Bank
Massachusetts
$8.04M +$2.4M +86,295 +43%
SFT
177
Simmons First Trust
Arkansas
$8.02M +$8.02M +287,620 New
GIM
178
Goelzer Investment Management
Indiana
$7.91M +$1.95M +69,960 +33%
UBS AM
179
UBS AM
Illinois
$7.79M +$1M +35,985 +15%
MSA
180
Mason Street Advisors
Wisconsin
$7.76M – – –
BFM
181
Boston Financial Management
Massachusetts
$7.59M +$27.9K +1,000 +0.4%
AF
182
Affiance Financial
Minnesota
$7.4M +$2.26M +80,985 +44%
SFI
183
SPC Financial Inc
Maryland
$7.38M -$50.4K -1,810 -0.7%
MC
184
Martin & Co
Tennessee
$6.94M -$71.1K -2,550 -1%
GC
185
Grimes & Company
Massachusetts
$6.83M -$775K -27,795 -10%
AAS
186
Annex Advisory Services
Wisconsin
$6.81M +$257K +9,210 +4%
SFG
187
StrategIQ Financial Group
Indiana
$6.78M +$6.78M +243,480 New
AMG
188
Asset Management Group
Connecticut
$6.75M +$57.4K +2,060 +0.9%
VC
189
Vestor Capital
Illinois
$6.73M +$1.33M +47,870 +25%
CW
190
Cobiz Wealth
Colorado
$6.72M -$391K -14,025 -5%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$6.71M +$864K +31,015 +15%
RCAG
192
Rehmann Capital Advisory Group
Michigan
$6.71M +$1.1M +39,545 +20%
CC
193
Courier Capital
New York
$6.55M -$214K -7,685 -3%
SI
194
SII Investments
Wisconsin
$6.54M +$1.54M +55,195 +31%
TPWA
195
TRUE Private Wealth Advisors
Oregon
$6.53M +$6.53M +234,310 New
NCM
196
Neumann Capital Management
California
$6.31M +$4.18K +150 +0.1%
NCM
197
Novare Capital Management
North Carolina
$6.28M +$164K +5,890 +3%
CA
198
Cambridge Advisors
Nebraska
$6.22M – – –
BPC
199
Banque Pictet & Cie
Switzerland
$6.2M – – –
LA
200
Lynch & Associates
Indiana
$6.12M +$259K +9,280 +4%
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