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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 %
LA
201
Lynch & Associates
Indiana
$6.24M -$95.3K -3,305 -2%
WCM
202
Weatherstone Capital Management
Colorado
$6.2M +$6.2M +215,120 New
NCM
203
Novare Capital Management
North Carolina
$6.18M -$322K -11,160 -5%
TWM
204
Torch Wealth Management
Ohio
$6.09M +$18K +625 +0.3%
JIC
205
Johnson Investment Counsel
Ohio
$6.03M +$508K +17,605 +9%
TCM
206
Towercrest Capital Management
Pennsylvania
$5.98M -$74.7K -2,590 -1%
GH
207
GAM Holding
Switzerland
$5.82M -$6.82M -236,485 -54%
Schroder Investment Management Group
208
Schroder Investment Management Group
United Kingdom
$5.76M -$422K -14,650 -7%
CW
209
Cobiz Wealth
Colorado
$5.73M -$1.22M -42,325 -18%
NPC
210
National Planning Corporation
California
$5.7M -$4.71M -162,370 -45%
RWM
211
Rezny Wealth Management
Florida
$5.68M -$431K -14,940 -7%
WI
212
WrapManager Inc
California
$5.58M +$363K +12,600 +7%
CPA
213
Capital Planning Advisors
California
$5.55M -$210K -7,265 -4%
CAM
214
Capstone Asset Management
Texas
$5.55M -$131K -4,545 -2%
ICOA
215
Investment Centers of America
North Dakota
$5.5M +$695K +24,130 +14%
FPFS
216
First Personal Financial Services
North Carolina
$5.46M +$294K +10,185 +6%
SFI
217
SPC Financial Inc
Maryland
$5.44M -$2.2M -76,200 -29%
FPCM
218
Financial Partners Capital Management
New York
$5.33M -$939K -32,560 -15%
FAAS
219
First Allied Advisory Services
California
$5.32M +$1.79M +62,075 +51%
PJSIMP
220
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.2M +$309K +10,710 +6%
BA
221
Bristlecone Advisors
Washington
$5.19M -$337K -11,695 -6%
PMG
222
ProVise Management Group
Florida
$5.12M +$117K +4,070 +2%
VFP
223
Verus Financial Partners
Virginia
$5.11M +$27K +935 +0.5%
DG
224
Davidson & Garrard
Virginia
$5.11M -$346K -11,985 -6%
PAS
225
Park Avenue Securities
New York
$5.06M +$2.31M +79,715 +84%
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