We are live on ! Find out more
IJH icon

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
Millennium Management
326
Millennium Management
New York
$1.46M +$1.32M +45,320 +563%
WA
327
WFG Advisors
Texas
$1.45M +$99.6K +3,425 +7%
TFCP
328
Twin Focus Capital Partners
Massachusetts
$1.41M +$197K +6,785 +15%
FFS
329
Founders Financial Securities
Maryland
$1.41M +$141K +4,840 +10%
RPGK
330
Retirement Planning Group (Kansas)
Kansas
$1.41M -$51.8K -1,780 -3%
HI
331
Horizon Investments
North Carolina
$1.41M +$110K +3,800 +8%
CWM
332
Concert Wealth Management
California
$1.39M -$938K -32,255 -39%
WS
333
Wedbush Securities
California
$1.38M +$88.1K +3,030 +6%
KIA
334
KCM Investment Advisors
California
$1.34M +$145 +5 +0%
CL
335
Choreo LLC
Illinois
$1.33M -$1.74K -60 -0.1%
MOACM
336
Mutual of America Capital Management
New York
$1.32M +$409K +14,060 +41%
WRM
337
Westport Resources Management
Connecticut
$1.3M
WTC
338
WhitTier Trust Company
Nevada
$1.26M +$14.5K +500 +1%
BG
339
Bahl & Gaynor
Ohio
$1.26M -$92K -3,165 -6%
KWMG
340
King Wealth Management Group
Florida
$1.25M +$636K +21,860 +91%
ICAS
341
Investors Capital Advisory Services
Massachusetts
$1.25M +$289K +9,935 +28%
PWLP
342
Prio Wealth Limited Partnership
Massachusetts
$1.24M +$175K +6,005 +15%
MA
343
MCF Advisors
Kentucky
$1.22M +$1.3M +44,585 New
WC
344
Whitnell & Co
Illinois
$1.2M
CIBC World Market
345
CIBC World Market
Ontario, Canada
$1.18M +$6.4K +220 +0.5%
BHIA
346
Birch Hill Investment Advisors
Massachusetts
$1.17M -$150K -5,145 -11%
NFG
347
Next Financial Group
Texas
$1.16M -$102K -3,500 -8%
FBA
348
Front Barnett Associates
Illinois
$1.16M +$189K +6,500 +18%
WB
349
WesBanco Bank
West Virginia
$1.16M +$705K +24,235 +133%
STMM
350
South Texas Money Management
Texas
$1.16M -$116K -4,005 -9%

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.