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iShares Core S&P Mid-Cap ETF

636 hedge funds and large institutions have $16.3B invested in iShares Core S&P Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 278 increasing their positions, 210 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $13M | Put options by funds: $3.31M

32% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 210

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

1% more funds holding

Funds holding: 632636 (+4)

2.17% less ownership

Funds ownership: 332.23%330.05% (-2.2%)

4% less funds holding in top 10

Funds holding in top 10: 120115 (-5)

9% less capital invested

Capital invested by funds: $17.9B → $16.3B (-$1.54B)

Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
17.76%
Holding in Top 10
115
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.17%
% of All Funds
3.21%
New
45
Increased
278
Reduced
210
Closed
36
Calls
$13M
Puts
$3.31M
Net Calls
+$9.67M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
SNT
301
Security National Trust
West Virginia
$1.8M +$83.2K +2,860 +5%
PP
302
Palladium Partners
Virginia
$1.79M +$83.6K +2,875 +5%
WA
303
WealthTrust-Arizona
Arizona
$1.77M +$12.2K +420 +0.7%
SHJ
304
Sharkey, Howes & Javer
Colorado
$1.77M +$1.82M +62,515 New
TFF
305
The Family Firm
Maryland
$1.74M +$41.9K +1,440 +2%
JIP
306
Jaffetilchin Investment Partners
Florida
$1.73M -$1.69M -58,025 -48%
RJT
307
Raymond James Trust
Florida
$1.7M -$374K -12,855 -17%
RC
308
RegentAtlantic Capital
New Jersey
$1.69M +$234K +8,050 +15%
JWBC
309
J.W. Burns & Co
New York
$1.69M +$297K +10,225 +20%
PTC
310
Private Trust Company
Ohio
$1.68M +$89.1K +3,065 +5%
MIAN
311
Mariner Independent Advisor Network
Kansas
$1.66M -$164K -5,645 -9%
CT
312
Cambridge Trust
Massachusetts
$1.65M +$807K +27,755 +85%
CCM
313
Condor Capital Management
New Jersey
$1.64M +$20.6K +710 +1%
BAC
314
Boys Arnold & Co
North Carolina
$1.62M -$110K -3,775 -6%
FT
315
Fiduciary Trust
Massachusetts
$1.62M +$58.1K +2,000 +3%
OWD
316
Osborn Williams & Donohoe
Ohio
$1.61M -$87.2K -3,000 -5%
MWP
317
Moller Wealth Partners
$1.61M
BCMO
318
Buckingham Capital Management (Ohio)
Ohio
$1.59M -$61.2K -2,105 -3%
VFS
319
VSR Financial Services
Kansas
$1.58M +$228K +7,830 +16%
HCC
320
Hirtle Callaghan & Co
Pennsylvania
$1.57M
HH
321
Hilltop Holdings
Texas
$1.57M -$149K -5,135 -8%
SHCM
322
Stokes & Hubbell Capital Management
Louisiana
$1.55M +$1.65M +56,595 New
CC
323
Cadinha & Co
Hawaii
$1.51M +$94.2K +3,240 +6%
PAS
324
Park Avenue Securities
New York
$1.48M +$1.57M +54,125 New
TPP
325
Triangle Peak Partners
California
$1.46M -$24.4K -840 -2%

IJH Hedge Fund Activity: Q3 2015 in Review

636 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2015, worth a combined $16.3B — down 8.6% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IJH positions and 36 closed out — a net gain of 9 holders — while 278 added to existing stakes and 210 trimmed.

The largest buyer was State of Wisconsin Investment Board, opening a new position worth an estimated $446M. The largest seller was Good Harbor Financial, cutting an estimated $412M.

  • 636 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2015, up from 632 in Q2 2015.
  • Funds reported $16.3B of iShares Core S&P Mid-Cap ETF stock for Q3 2015, down 8.6% quarter-over-quarter.
  • 45 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2015 and 36 closed out, a net change of +9 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2015 was State of Wisconsin Investment Board, an estimated $446M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2015 was Good Harbor Financial, an estimated $412M sold.

Based on aggregated 13F filings for Q3 2015.