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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

868 hedge funds and large institutions have $22.6B invested in iShares Core S&P Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 394 increasing their positions, 223 reducing their positions, and 19 closing their positions.

Holders
868
Holders Change
+117
Holders Change %
+15.58%
% of All Funds
21.73%
Holding in Top 10
177
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+24.65%
% of All Funds
4.43%
New
152
Increased
394
Reduced
223
Closed
19
Calls
$23M
Puts
$5.22M
Net Calls
+$17.8M
Net Calls Change
+$10.8M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.66B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$482M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$766M
4
SIM
4
Scottrade Investment Management
Missouri
$106M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$121M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.27B
2
HI
2
Horizon Investments
North Carolina
$1.57M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$23.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$60.9M
5
VA
5
Valmark Advisers
Ohio
$316M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.27B 19,766,299 -642,302 -3%
Wells Fargo
2
Wells Fargo
California
$2.66B 16,100,749 +2,511,747 +18%
Bank of America
3
Bank of America
North Carolina
$1.24B 7,499,765 +560,556 +8%
Morgan Stanley
4
Morgan Stanley
New York
$784M 4,744,185 +401,408 +9%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$766M 4,632,536 +898,906 +24%
UBS Group
6
UBS Group
Switzerland
$671M 4,057,133 +272,896 +7%
EFS
7
Edelman Financial Services
Virginia
$667M 4,033,451 -27,843 -0.7%
BIT
8
BlackRock Institutional Trust
California
$585M 3,540,604 +26,478 +0.8%
State of Wisconsin Investment Board
9
State of Wisconsin Investment Board
Wisconsin
$502M 3,038,400 +4,800 +0.2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$482M 2,915,002 +2,286,800 +364%
KeyBank National Association
11
KeyBank National Association
Ohio
$425M 2,571,227 +165,713 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$409M 2,473,493 +188,514 +8%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$341M 2,063,631 +119,901 +6%
VA
14
Valmark Advisers
Ohio
$316M 1,910,023 -165,726 -8%
Northern Trust
15
Northern Trust
Illinois
$308M 1,861,832 +144,071 +8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$259M 1,566,071 +193,318 +14%
BlackRock
17
BlackRock
New York
$224M 1,357,747 -98,640 -7%
Creative Planning
18
Creative Planning
Kansas
$215M 1,297,810 -14,983 -1%
RFC
19
Regions Financial Corp
Alabama
$200M 1,210,305 +30,599 +3%
CM
20
Churchill Management
California
$174M 1,052,884 +28,569 +3%
AA
21
Alesco Advisors
New York
$169M 1,021,541 +9,362 +0.9%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$164M 993,884 +156,812 +19%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$157M 963,324 +130,071 +16%
MIH
24
Madison Investment Holdings
Wisconsin
$128M 777,029 +17,192 +2%
SIM
25
Sentry Investment Management
Wisconsin
$125M 754,809 +517 +0.1%
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