We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

708 hedge funds and large institutions have $17.7B invested in iShares Core S&P Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 276 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $4.86M

15% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 53

5% more funds holding in top 10

Funds holding in top 10: 132139 (+7)

4% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 266

0% more funds holding

Funds holding: 707708 (+1)

2% less capital invested

Capital invested by funds: $18.1B → $17.7B (-$385M)

8.04% less ownership

Funds ownership: 342.58%334.54% (-8%)

Holders
708
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
18.87%
Holding in Top 10
139
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.3%
% of All Funds
3.7%
New
61
Increased
276
Reduced
266
Closed
53
Calls
$15.5M
Puts
$4.86M
Net Calls
+$10.6M
Net Calls Change
+$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
301
Central Bank & Trust
Kentucky
$2.4M +$499K +18,665 +29%
CAM
302
Congress Asset Management
Massachusetts
$2.38M -$666K -24,940 -23%
MA
303
Montag & Associates
Georgia
$2.37M -$93.5K -3,500 -4%
SGK
304
Steigerwald Gordon & Koch
Virginia
$2.33M -$98.6K -3,690 -4%
Natixis Advisors
305
Natixis Advisors
Massachusetts
$2.3M -$1.53M -57,400 -42%
JWBC
306
J.W. Burns & Co
New York
$2.29M -$84.4K -3,160 -4%
OC
307
Oppenheimer & Co
New York
$2.27M -$3.38M -126,595 -62%
MJRIC
308
Mogy Joel R Investment Counsel
California
$2.25M +$1.87M +70,075 +891%
AC
309
Alley Company
Illinois
$2.25M +$34.3K +1,285 +2%
CFA
310
Cahill Financial Advisors
Minnesota
$2.25M +$31.7K +1,185 +2%
ACM
311
Argentus Capital Management
Texas
$2.23M +$1.83M +68,590 +772%
TCM
312
Telos Capital Management
California
$2.2M -$16.8K -630 -0.8%
NEPWA
313
New England Private Wealth Advisors
Massachusetts
$2.19M -$3.54M -132,430 -64%
NDSI
314
Newman Dignan & Sheerar Inc
Rhode Island
$2.16M -$440K -16,485 -18%
RJT
315
Raymond James Trust
Florida
$2.14M -$168K -6,305 -8%
RWA
316
River Wealth Advisors
Pennsylvania
$2.13M +$1.19M +44,410 +150%
RW
317
Rand Wealth
Maryland
$2.11M -$202K -7,560 -9%
GA
318
GFS Advisors
Texas
$2.1M +$104K +3,900 +6%
CCM
319
Colorado Capital Management
Colorado
$2.07M +$556K +20,815 +41%
TFCP
320
Twin Focus Capital Partners
Massachusetts
$2.06M +$154K +5,775 +8%
PGA
321
Portland Global Advisors
Maine
$2.06M
CCT
322
Capital City Trust
Florida
$2.04M
PG
323
Patten Group
Tennessee
$2.04M +$11.4K +425 +0.6%
HCC
324
Hirtle Callaghan & Co
Pennsylvania
$2.02M +$334K +12,500 +22%
BIM
325
Bridgecreek Investment Management
Oklahoma
$1.99M -$50.1K -1,875 -3%