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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

721 hedge funds and large institutions have $18.3B invested in iShares Core S&P Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 324 increasing their positions, 251 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+13
Holders Change %
+1.84%
% of All Funds
19.27%
Holding in Top 10
146
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.04%
% of All Funds
3.9%
New
53
Increased
324
Reduced
251
Closed
37
Calls
$10.4M
Puts
$20.5M
Net Calls
-$10.1M
Net Calls Change
-$20.8M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$214M
2
Morgan Stanley
Morgan Stanley
New York
+$78.5M
3
SMM
Stadion Money Management
Georgia
+$77.6M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$59.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$58.5M

Top Sellers

1
LPL Financial
LPL Financial
California
-$422M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$191M
3
CS
Credit Suisse
Switzerland
-$133M
4
Bank of America
Bank of America
North Carolina
-$68M
5
Goldman Sachs
Goldman Sachs
New York
-$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPC
201
Banque Pictet & Cie
Switzerland
$6.68M +$35.9K +1,200 +0.5%
TCM
202
Towercrest Capital Management
Pennsylvania
$6.67M +$475K +15,885 +8%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$6.62M -$105K -3,505 -2%
LA
204
Lynch & Associates
Indiana
$6.58M +$114K +3,810 +2%
NAM
205
NTV Asset Management
West Virginia
$6.56M +$15.1K +505 +0.2%
B
206
Bailard
California
$6.55M +$6.55M +219,130 New
BC
207
Brinker Capital
Pennsylvania
$6.52M -$67.2K -2,250 -1%
RBCM
208
Raub Brock Capital Management
California
$6.52M +$1.83M +61,210 +39%
WI
209
Wintrust Investments
Illinois
$6.48M +$6.48M +551,665 New
FPFS
210
First Personal Financial Services
North Carolina
$6.47M +$813K +27,220 +14%
LPL Financial
211
LPL Financial
California
$6.44M -$422M -14,202,940 -98%
PAS
212
Park Avenue Securities
New York
$6.43M +$1.21M +40,285 +23%
JIC
213
Johnson Investment Counsel
Ohio
$6.4M +$160K +5,370 +3%
EK
214
Evensky & Katz
Florida
$6.4M -$1.44M -48,250 -18%
TCM
215
Traynor Capital Management
Pennsylvania
$6.39M -$808K -27,315 -11%
NCM
216
Novare Capital Management
North Carolina
$6.39M -$18.1K -605 -0.3%
CAM
217
Concorde Asset Management
Michigan
$6.38M +$5.56M +185,985 +673%
TWM
218
Torch Wealth Management
Ohio
$6.33M +$20.2K +675 +0.3%
SG Americas Securities
219
SG Americas Securities
New York
$6.16M +$3.63M +121,595 +144%
SG
220
Societe Generale
$6.16M +$6.16M +206,140 New
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$6.15M +$935K +31,300 +18%
MCTIC
222
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$6.03M -$3.97M – –
Schroder Investment Management Group
223
Schroder Investment Management Group
United Kingdom
$5.96M -$22.4K -750 -0.4%
NPC
224
National Planning Corporation
California
$5.89M -$142K -4,620 -2%
CW
225
Cobiz Wealth
Colorado
$5.82M -$116K -3,895 -2%
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