We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

632 hedge funds and large institutions have $17.9B invested in iShares Core S&P Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 304 increasing their positions, 188 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $6.34M

62% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 188

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

1% more funds holding

Funds holding: 624632 (+8)

3% more capital invested

Capital invested by funds: $17.3B → $17.9B (+$591M)

0.31% more ownership

Funds ownership: 331.92%332.23% (+0.31%)

Holders
632
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
17.03%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
3.23%
New
46
Increased
304
Reduced
188
Closed
30
Calls
$12.8M
Puts
$6.34M
Net Calls
+$6.48M
Net Calls Change
+$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$4.55M -$113K -3,720 -2%
RBCM
227
Raub Brock Capital Management
California
$4.48M +$4.55M +149,275 New
CTA
228
Colonial Trust Advisors
South Carolina
$4.43M +$49.6K +1,625 +1%
GG
229
Gofen & Glossberg
Illinois
$4.25M +$64.4K +2,110 +2%
FIG
230
FundX Investment Group
California
$4.21M +$4.29M +140,500 New
CCMG
231
Clark Capital Management Group
Pennsylvania
$4.19M -$1.88M -61,690 -31%
PWW
232
Pettyjohn Wood & White
Virginia
$4.16M -$99.1K -3,250 -2%
FCBT
233
First Citizens Bank & Trust
North Carolina
$4.07M -$41.5K -1,360 -1%
CPA
234
Capital Planning Advisors
California
$4.06M +$3.77M +123,740 +1,078%
NB
235
NBT Bank
New York
$3.91M -$27.4K -900 -0.7%
BFG
236
Beacon Financial Group
Texas
$3.88M +$822K +26,955 +26%
SC
237
Stratford Consulting
Texas
$3.87M -$39.8K -1,305 -1%
BIM
238
Bridgecreek Investment Management
Oklahoma
$3.83M -$22.9K -750 -0.6%
SI
239
SII Investments
Wisconsin
$3.83M +$467K +15,320 +14%
WT
240
Whittier Trust
California
$3.71M +$5.18K +170 +0.1%
PAMU
241
Pictet Asset Management (UK)
United Kingdom
$3.67M
HighTower Advisors
242
HighTower Advisors
Illinois
$3.65M -$126K -4,140 -3%
SCG
243
Sonata Capital Group
Washington
$3.64M +$1.67M +54,655 +82%
JIP
244
Jaffetilchin Investment Partners
Florida
$3.64M +$19.1K +625 +0.5%
MCTIC
245
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.63M
PJSIMP
246
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.63M +$716K +23,460 +24%
DSAM
247
Dock Street Asset Management
Florida
$3.6M -$199K -6,540 -5%
GT
248
Greenleaf Trust
Michigan
$3.57M -$247K -8,090 -6%
GT
249
Glenmede Trust
Pennsylvania
$3.51M +$402K +13,165 +13%
RJFSA
250
Raymond James Financial Services Advisors
Florida
$3.48M -$13.8M -453,250 -80%

IJH Hedge Fund Activity: Q2 2015 in Review

632 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2015, worth a combined $17.9B — up 3.4% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IJH positions and 30 closed out — a net gain of 16 holders — while 304 added to existing stakes and 188 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $227M. The largest seller was Virtu Financial, exiting entirely with an estimated $57.1M sold.

  • 632 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2015, up from 624 in Q1 2015.
  • Funds reported $17.9B of iShares Core S&P Mid-Cap ETF stock for Q2 2015, up 3.4% quarter-over-quarter.
  • 46 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2015 and 30 closed out, a net change of +16 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2015 was BlackRock Institutional Trust, an estimated $227M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2015 was Virtu Financial, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2015.