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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
EK
276
Evensky & Katz
Florida
$3.99M -$2.63M -85,245 -40%
WT
277
Whittier Trust
California
$3.97M +$6.03K +195 +0.2%
SCG
278
Sonata Capital Group
Washington
$3.95M +$64.1K +2,075 +2%
BCM
279
Brookstone Capital Management
Illinois
$3.9M +$1.72M +55,660 +79%
Chevy Chase Trust
280
Chevy Chase Trust
Maryland
$3.85M +$773 +25 +0%
Manulife (Manufacturers Life Insurance)
281
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.8M +$88.2K +2,855 +2%
FFWA
282
FRG Family Wealth Advisors
Washington
$3.68M -$93.3K -3,020 -2%
SC
283
Stratford Consulting
Texas
$3.65M -$170K -5,510 -4%
CAM
284
Congress Asset Management
Massachusetts
$3.64M +$937K +30,305 +35%
FCBT
285
First Citizens Bank & Trust
North Carolina
$3.58M -$515K -16,660 -13%
PFPT
286
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.57M -$73.6K -2,380 -2%
CCM
287
Canal Capital Management
Virginia
$3.55M +$94.9K +3,070 +3%
BCM
288
Boltwood Capital Management
California
$3.53M +$155K +5,000 +5%
SHCM
289
Stokes & Hubbell Capital Management
Louisiana
$3.51M +$61.8K +2,000 +2%
QI
290
QS Investors
New York
$3.51M +$1.25M +40,470 +56%
AIM
291
Advantage Investment Management
Iowa
$3.45M +$362K +11,725 +12%
VAM
292
Visionary Asset Management
Texas
$3.42M -$5.11M -165,190 -60%
OC
293
Oppenheimer & Co
New York
$3.4M +$696K +22,530 +26%
CFB
294
Cullen/Frost Bankers
Texas
$3.39M +$162K +5,255 +5%
MC
295
Martin & Co
Tennessee
$3.38M -$71.9K -2,325 -2%
NL
296
NWAM LLC
Washington
$3.33M +$41.7K +1,350 +1%
SSWM
297
Sheets Smith Wealth Management
North Carolina
$3.27M
PPA
298
Parametric Portfolio Associates
Washington
$3.2M +$978K +31,635 +44%
FC
299
FCA Corp
Texas
$3.18M -$30.8K -995 -1%
AWM
300
Avior Wealth Management
Nebraska
$3.18M +$139K +4,495 +5%

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.