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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
TCM
301
Telos Capital Management
California
$2.11M +$140K +4,605 +7%
PG
302
Patten Group
Tennessee
$2.1M +$38.9K +1,275 +2%
FC
303
FCA Corp
Texas
$2.08M +$25.3K +830 +1%
FHA
304
First Horizon Advisors
Tennessee
$2.02M +$689K +22,600 +50%
SBH
305
Segall Bryant & Hamill
Illinois
$2.01M
MIAN
306
Mariner Independent Advisor Network
Kansas
$1.99M +$2.02M +66,375 New
GA
307
GFS Advisors
Texas
$1.99M +$60.2K +1,975 +3%
WA
308
WealthTrust-Arizona
Arizona
$1.93M +$47.6K +1,560 +2%
BAC
309
Boys Arnold & Co
North Carolina
$1.9M +$387K +12,700 +25%
SNT
310
Security National Trust
West Virginia
$1.89M +$128K +4,205 +7%
PP
311
Palladium Partners
Virginia
$1.88M +$39.5K +1,295 +2%
BTS
312
BB&T Securities
Virginia
$1.88M +$254K +8,330 +15%
HH
313
Hilltop Holdings
Texas
$1.87M +$143K +4,700 +8%
TFF
314
The Family Firm
Maryland
$1.87M +$3.66K +120 +0.2%
Invesco
315
Invesco
Georgia
$1.85M +$204K +6,705 +12%
BTNA
316
Bremer Trust National Association
Minnesota
$1.83M +$1.87M +61,165 New
BCMO
317
Buckingham Capital Management (Ohio)
Ohio
$1.81M +$146K +4,780 +9%
OWD
318
Osborn Williams & Donohoe
Ohio
$1.8M -$128K -4,200 -6%
PMFA
319
Plante Moran Financial Advisors
Michigan
$1.8M
CCM
320
Condor Capital Management
New Jersey
$1.78M -$32.5K -1,065 -2%
GWM
321
Gupta Wealth Management
California
$1.77M +$739K +24,235 +69%
MWP
322
Moller Wealth Partners
$1.76M
PTC
323
Private Trust Company
Ohio
$1.75M +$98.7K +3,235 +6%
CB
324
Chemical Bank
Michigan
$1.75M +$97.6K +3,200 +6%
HCC
325
Hirtle Callaghan & Co
Pennsylvania
$1.73M +$1.37M +45,075 +361%

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.