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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.

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

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$97.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.16B
3
Wells Fargo
3
Wells Fargo
California
$2.1B
4
BIT
4
BlackRock Institutional Trust
California
$544M
5
CC
5
Cedar Capital
Illinois
$34.1M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.16B 20,408,601 -767,868 -4%
Wells Fargo
2
Wells Fargo
California
$2.1B 13,589,002 -709,575 -5%
Bank of America
3
Bank of America
North Carolina
$1.07B 6,939,209 +299,992 +5%
Morgan Stanley
4
Morgan Stanley
New York
$672M 4,342,777 +163,316 +4%
EFS
5
Edelman Financial Services
Virginia
$628M 4,061,294 +55,897 +1%
UBS Group
6
UBS Group
Switzerland
$585M 3,784,237 +315,904 +9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$578M 3,733,630 +88,868 +2%
BIT
8
BlackRock Institutional Trust
California
$544M 3,514,126 -530,701 -13%
State of Wisconsin Investment Board
9
State of Wisconsin Investment Board
Wisconsin
$469M 3,033,600 – –
KeyBank National Association
10
KeyBank National Association
Ohio
$372M 2,405,514 +13,004 +0.5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$354M 2,284,979 +305,304 +15%
VA
12
Valmark Advisers
Ohio
$321M 2,075,749 -88,848 -4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$301M 1,943,730 +67,275 +4%
Northern Trust
14
Northern Trust
Illinois
$266M 1,717,761 +161,788 +10%
BlackRock
15
BlackRock
New York
$225M 1,456,387 +41,317 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$212M 1,372,753 +31,962 +2%
Creative Planning
17
Creative Planning
Kansas
$203M 1,312,793 +23,067 +2%
RFC
18
Regions Financial Corp
Alabama
$183M 1,179,706 -24,535 -2%
CM
19
Churchill Management
California
$158M 1,024,315 +1,024,315 New
AA
20
Alesco Advisors
New York
$157M 1,012,179 -4,472 -0.4%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$130M 837,072 +73,168 +10%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$129M 833,253 +294,790 +55%
MIH
23
Madison Investment Holdings
Wisconsin
$118M 759,837 -15,075 -2%
SIM
24
Sentry Investment Management
Wisconsin
$117M 754,292 -96,208 -11%
V
25
Veritable
Delaware
$103M 663,806 +66 +0%
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