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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

708 hedge funds and large institutions have $17.7B invested in iShares Core S&P Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 276 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
18.9%
Holding in Top 10
139
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.3%
% of All Funds
3.71%
New
61
Increased
276
Reduced
266
Closed
53
Calls
$15.5M
Puts
$4.86M
Net Calls
+$10.6M
Net Calls Change
+$6.45M

Top Buyers

1
BIT
BlackRock Institutional Trust
California
$579M
2
CS
Credit Suisse
Switzerland
$130M
3
CC
Cedar Capital
Illinois
$99.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$271M
5
Goldman Sachs
Goldman Sachs
New York
$118M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.24B
2
Bank of America
Bank of America
North Carolina
$1.02B
3
Morgan Stanley
Morgan Stanley
New York
$527M
4
Citigroup
Citigroup
New York
$9.18M
5
Wells Fargo
Wells Fargo
California
$1.85B
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
176
Grimes & Company
Massachusetts
$8.29M +$1.23M +42,605 +17%
CIM
177
CIM Investment Management
Pennsylvania
$8.24M +$2.52M +87,420 +44%
TPWA
178
TRUE Private Wealth Advisors
Oregon
$8.12M +$1.36M +47,330 +20%
SFG
179
StrategIQ Financial Group
Indiana
$7.66M +$634K +21,985 +9%
EK
180
Evensky & Katz
Florida
$7.57M -$997K -34,560 -12%
MSA
181
Mason Street Advisors
Wisconsin
$7.46M -$562K -19,500 -7%
IF
182
Ironwood Financial
Arizona
$7.37M +$7.37M +255,550 New
CC
183
Courier Capital
New York
$7.3M +$517K +17,935 +8%
VC
184
Vestor Capital
Illinois
$7.25M +$292K +10,125 +4%
BFM
185
Boston Financial Management
Massachusetts
$7.14M -$710K -24,615 -9%
RCAG
186
Rehmann Capital Advisory Group
Michigan
$7.12M +$176K +6,120 +3%
TCM
187
Traynor Capital Management
Pennsylvania
$7.02M -$1.31M -45,330 -16%
AMG
188
Asset Management Group
Connecticut
$6.97M -$12.7K -440 -0.2%
NCM
189
Neumann Capital Management
California
$6.83M +$297K +10,300 +5%
AAS
190
Annex Advisory Services
Wisconsin
$6.82M -$237K -8,215 -3%
KA
191
Klingman & Associates
New York
$6.61M +$1.78M +61,570 +37%
FHA
192
First Horizon Advisors
Tennessee
$6.6M +$5.52M +190,320 +507%
UBS AM
193
UBS AM
Illinois
$6.57M -$1.49M -51,670 -18%
Brown Advisory
194
Brown Advisory
Maryland
$6.54M -$2.31M -79,960 -26%
BIC
195
Bridges Investment Counsel
Nebraska
$6.51M -$16M -555,875 -71%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$6.49M -$459K -15,925 -7%
BPC
197
Banque Pictet & Cie
Switzerland
$6.41M – – –
BC
198
Brinker Capital
Pennsylvania
$6.36M +$168K +5,840 +3%
NAM
199
NTV Asset Management
West Virginia
$6.32M -$17.2K -595 -0.3%
WCM
200
Windsor Capital Management
Arizona
$6.25M +$443K +15,380 +8%
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