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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
GC
301
Guggenheim Capital
Illinois
$3.14M -$99.8K -3,230 -3%
CFA
302
Cahill Financial Advisors
Minnesota
$3.12M +$311K +10,070 +11%
LMIM
303
Lockheed Martin Investment Management
Maryland
$3.12M
GS
304
Girard Securities
California
$3.11M -$70.6K -2,285 -2%
AC
305
Alexandria Capital
Virginia
$3.1M -$86.4K -2,795 -3%
PCM
306
Perritt Capital Management
Illinois
$3.1M
FWM
307
Frontier Wealth Management
Missouri
$3.05M -$58.1K -1,880 -2%
GC
308
Garde Capital
Washington
$3.04M +$3.44M +111,345 New
BOTW
309
Bank of the West
California
$3.04M -$42.7K -1,380 -1%
NEPWA
310
New England Private Wealth Advisors
Massachusetts
$3.03M +$667K +21,595 +28%
AFG
311
Albion Financial Group
Utah
$3M +$191K +6,165 +7%
IP
312
Investment Partners
Ohio
$2.96M -$26.1K -845 -0.9%
NFG
313
Next Financial Group
Texas
$2.96M +$1.66M +53,735 +128%
EB
314
Eastern Bank
Massachusetts
$2.96M -$579K -18,745 -16%
RWA
315
River Wealth Advisors
Pennsylvania
$2.92M +$203K +6,570 +7%
BAC
316
Boys Arnold & Co
North Carolina
$2.92M +$83.5K +2,700 +3%
CGH
317
Crossmark Global Holdings
Texas
$2.9M +$2.5M +80,990 New
PP
318
Palladium Partners
Virginia
$2.83M +$34.8K +1,125 +1%
KTC
319
Kistler-Tiffany Companies
Pennsylvania
$2.83M +$890K +28,790 +46%
SCA
320
Snowden Capital Advisors
New York
$2.76M +$1.85M +59,815 +203%
CB
321
Commerce Bank
Missouri
$2.74M +$338K +10,925 +14%
CCM
322
Colorado Capital Management
Colorado
$2.68M +$84.4K +2,730 +3%
WAM
323
Wealthspire Advisors (Maryland)
Maryland
$2.67M +$211K +6,840 +9%
HH
324
Hilltop Holdings
Texas
$2.63M +$1.06M +34,170 +67%
TFCP
325
Twin Focus Capital Partners
Massachusetts
$2.62M -$11.1K -360 -0.4%

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.