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iShares Core S&P Mid-Cap ETF

752 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, 331 increasing their positions, 234 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 24

62% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $11.3M

41% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 234

4% more funds holding

Funds holding: 722752 (+30)

5% more capital invested

Capital invested by funds: $18.3B → $19.2B (+$899M)

3% less funds holding in top 10

Funds holding in top 10: 146142 (-4)

11.04% less ownership

Funds ownership: 331.35%320.31% (-11%)

Holders
752
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
20.06%
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
331
Reduced
234
Closed
24
Calls
$18.3M
Puts
$11.3M
Net Calls
+$6.99M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
226
Johnson Investment Counsel
Ohio
$6.65M +$15.8K +510 +0.2%
CPA
227
Capital Planning Advisors
California
$6.64M +$690K +22,325 +12%
TH
228
Timber Hill
Connecticut
$6.49M -$909K -29,410 -12%
ICOA
229
Investment Centers of America
North Dakota
$6.43M +$626K +20,250 +11%
Schroder Investment Management Group
230
Schroder Investment Management Group
United Kingdom
$6.26M +$96.6K +3,125 +2%
ACM
231
Aviance Capital Management
Florida
$6.21M +$2.44M +78,845 +65%
LPL Financial
232
LPL Financial
California
$6.2M -$433K -14,005 -6%
WI
233
WrapManager Inc
California
$6.16M +$297K +9,610 +5%
NC
234
NewSquare Capital
Pennsylvania
$5.94M +$1.53M +49,640 +35%
NPC
235
National Planning Corporation
California
$5.82M +$37.1K +1,200 +0.6%
Brown Advisory
236
Brown Advisory
Maryland
$5.8M +$148K +4,785 +3%
CW
237
Cobiz Wealth
Colorado
$5.75M -$278K -8,980 -5%
PJSIMP
238
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.72M +$38.3K +1,240 +0.7%
BTNA
239
Bremer Trust National Association
Minnesota
$5.68M +$891K +28,815 +19%
SFI
240
SPC Financial Inc
Maryland
$5.68M -$64.1K -2,075 -1%
AIS
241
Accurate Investment Solutions
Pennsylvania
$5.67M +$5.66M +183,095 New
Fidelity Investments
242
Fidelity Investments
Massachusetts
$5.66M +$1.66M +53,770 +41%
PWLP
243
Prio Wealth Limited Partnership
Massachusetts
$5.63M +$845K +27,350 +18%
RWG
244
Regal Wealth Group
California
$5.6M +$70K +2,265 +1%
CAM
245
Capstone Asset Management
Texas
$5.56M -$219K -7,085 -4%
EWM
246
Evercore Wealth Management
New York
$5.42M +$558K +18,060 +11%
DG
247
Davidson & Garrard
Virginia
$5.36M +$45.3K +1,465 +0.9%
SIAM
248
Sterling Investment Advisors (Missouri)
Missouri
$5.36M +$118K +3,825 +2%
VFP
249
Verus Financial Partners
Virginia
$5.36M -$89.5K -2,895 -2%
RSVP
250
Ramsay Stattman Vela & Price
Colorado
$5.33M -$8.5K -275 -0.2%

IJH Hedge Fund Activity: Q3 2016 in Review

752 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2016, worth a combined $19.2B — up 4.9% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IJH positions and 24 closed out — a net gain of 44 holders — while 331 added to existing stakes and 234 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $158M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $254M.

  • 752 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2016, up from 722 in Q2 2016.
  • Funds reported $19.2B of iShares Core S&P Mid-Cap ETF stock for Q3 2016, up 4.9% quarter-over-quarter.
  • 68 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2016 and 24 closed out, a net change of +44 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2016 was Churchill Management, an estimated $158M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2016 was Northwestern Mutual Wealth Management, an estimated $254M sold.

Based on aggregated 13F filings for Q3 2016.