We are live on ! Find out more
IJH icon

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
PVH
251
Psagot Value Holdings
Israel
$5.33M
FPCM
252
Financial Partners Capital Management
New York
$5.21M -$228K -7,365 -4%
SIC
253
Shoker Investment Counsel
Ohio
$5.2M -$22.4K -725 -0.4%
TWMH
254
Tiedemann Wealth Management Holdings
New York
$5.17M +$5.16M +166,945 New
RMDI
255
R.M. Davis Inc
Maine
$5.11M +$389K +12,590 +8%
GIA
256
GHP Investment Advisors
Colorado
$5.11M -$101K -3,280 -2%
Franklin Resources
257
Franklin Resources
California
$5.07M +$446K +14,435 +10%
MIAN
258
Mariner Independent Advisor Network
Kansas
$4.94M +$1.15M +37,165 +30%
AIA
259
Allegis Investment Advisors
Idaho
$4.92M +$893K +28,880 +22%
MI
260
Moneywise Inc
Virginia
$4.85M +$4.84M +156,690 New
MCTIC
261
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$4.63M
APSP
262
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.62M -$126K -4,075 -3%
CTA
263
Colonial Trust Advisors
South Carolina
$4.54M -$12.7K -410 -0.3%
FTIOP
264
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.46M +$1.18M +38,310 +36%
HPWM
265
Highland Private Wealth Management
Washington
$4.43M +$144K +4,650 +3%
BA
266
Bristlecone Advisors
Washington
$4.42M +$11.6K +375 +0.3%
GG
267
Gofen & Glossberg
Illinois
$4.4M -$148K -4,800 -3%
HighTower Advisors
268
HighTower Advisors
Illinois
$4.33M +$591K +19,135 +16%
CSA
269
Cottage Street Advisors
Massachusetts
$4.29M -$31.2K -1,010 -0.7%
PWAP
270
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.25M +$107K +3,465 +3%
PWW
271
Pettyjohn Wood & White
Virginia
$4.2M -$44.2K -1,430 -1%
ONB
272
Old National Bancorp
Indiana
$4.18M -$281K -9,090 -6%
NPF
273
Norris Perne & French
Michigan
$4.08M +$34.6K +1,120 +0.9%
PAMU
274
Pictet Asset Management (UK)
United Kingdom
$4.04M
NB
275
NBT Bank
New York
$4.03M +$1.7K +55 +0%

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.