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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

751 hedge funds and large institutions have $19.2B invested in iShares Core S&P Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 330 increasing their positions, 234 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
20.07%
Holding in Top 10
142
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.74%
% of All Funds
3.79%
New
68
Increased
330
Reduced
234
Closed
24
Calls
$18.3M
Puts
$11.3M
Net Calls
+$6.99M
Net Calls Change
+$17.1M

Top Buyers

1
CM
Churchill Management
California
$158M
2
HI
Horizon Investments
North Carolina
$90.8M
3
HNB
Huntington National Bank
Ohio
$62M
4
UBS Group
UBS Group
Switzerland
$585M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$354M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$97.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.16B
3
Wells Fargo
Wells Fargo
California
$2.1B
4
BIT
BlackRock Institutional Trust
California
$544M
5
CC
Cedar Capital
Illinois
$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
201
Boston Financial Management
Massachusetts
$7.58M -$270K -8,740 -3%
AAS
202
Annex Advisory Services
Wisconsin
$7.5M -$4.8K -155 -0.1%
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$7.48M +$1.12M +36,060 +18%
RCAG
204
Rehmann Capital Advisory Group
Michigan
$7.38M +$190K +6,140 +3%
AMG
205
Asset Management Group
Connecticut
$7.37M -$12.1K -390 -0.2%
PMG
206
ProVise Management Group
Florida
$7.31M -$101K -3,255 -1%
LA
207
Lynch & Associates
Indiana
$7.24M +$426K +13,755 +6%
WCM
208
Windsor Capital Management
Arizona
$7.22M +$110K +3,540 +2%
TCM
209
Towercrest Capital Management
Pennsylvania
$7.17M +$269K +8,695 +4%
CS
210
Credit Suisse
Switzerland
$7.17M +$5.58M +180,245 +351%
NCM
211
Neumann Capital Management
California
$7.14M -$217K -7,000 -3%
UBS AM
212
UBS AM
Illinois
$7M -$95.3K -3,080 -1%
TCM
213
Traynor Capital Management
Pennsylvania
$6.95M +$338K +11,050 +5%
FHA
214
First Horizon Advisors
Tennessee
$6.94M +$2.4M +78,395 +53%
BPC
215
Banque Pictet & Cie
Switzerland
$6.91M – – –
RBCM
216
Raub Brock Capital Management
California
$6.89M +$137K +4,425 +2%
BTS
217
BB&T Securities
Virginia
$6.87M +$1.28M +41,440 +23%
VC
218
Vicus Capital
Pennsylvania
$6.86M +$6.63M +214,180 +2,837%
FPFS
219
First Personal Financial Services
North Carolina
$6.84M +$138K +4,455 +2%
GT
220
Glenmede Trust
Pennsylvania
$6.8M +$1.41M +45,610 +26%
NCM
221
Novare Capital Management
North Carolina
$6.78M +$163K +5,270 +2%
NAM
222
NTV Asset Management
West Virginia
$6.76M -$30.9K -1,000 -0.5%
LPT
223
Legacy Private Trust
Wisconsin
$6.72M -$1.9M -61,545 -22%
BC
224
Brinker Capital
Pennsylvania
$6.69M -$63K -2,035 -0.9%
TWM
225
Torch Wealth Management
Ohio
$6.69M +$135K +4,350 +2%
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