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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
WTC
351
WhitTier Trust Company
Nevada
$1.37M +$151K +4,960 +12%
TFCP
352
Twin Focus Capital Partners
Massachusetts
$1.35M +$67.9K +2,225 +5%
MCWS
353
McKinley Carter Wealth Services
West Virginia
$1.32M +$303K +9,920 +29%
WC
354
Whitnell & Co
Illinois
$1.32M +$1.14M +37,500 +585%
CIBC World Market
355
CIBC World Market
Ontario, Canada
$1.29M +$444K +14,560 +51%
BP
356
BBR Partners
New York
$1.27M -$344K -11,270 -21%
HW
357
Hancock Whitney
Mississippi
$1.26M
SFM
358
Signature Financial Management
Virginia
$1.26M
ASN
359
Advisory Services Network
Georgia
$1.25M -$356K -11,680 -22%
FHB
360
First Hawaiian Bank
Hawaii
$1.22M -$6.89M -225,960 -85%
PWLP
361
Prio Wealth Limited Partnership
Massachusetts
$1.18M +$574K +18,825 +91%
DT
362
Diversified Trust
Tennessee
$1.18M
TCOT
363
Trust Company of Toledo
Ohio
$1.15M +$717K +23,500 +159%
FNBT
364
FineMark National Bank & Trust
Florida
$1.14M +$32.8K +1,075 +3%
AWA
365
Arete Wealth Advisors
Illinois
$1.12M +$99.9K +3,275 +10%
BHBT
366
Burke & Herbert Bank & Trust
Virginia
$1.11M +$97.1K +3,185 +9%
NC
367
NewSquare Capital
Pennsylvania
$1.11M +$61.8K +2,025 +6%
FC
368
Financial Consulate
Maryland
$1.11M +$45.3K +1,485 +4%
SHWM
369
Smith & Howard Wealth Management
Georgia
$1.1M
1IA
370
1834 Investment Advisors
Wisconsin
$1.1M +$1.07K +35 +0.1%
WCWM
371
Wooster Corthell Wealth Management
Connecticut
$1.08M -$15.1K -495 -1%
FFSOTS
372
Fiduciary Financial Services of The Southwest
Texas
$1.08M
FBA
373
Front Barnett Associates
Illinois
$1.08M +$34.3K +1,125 +3%
EFS
374
Essex Financial Services
Connecticut
$1.08M +$51.8K +1,700 +5%
ICAS
375
Investors Capital Advisory Services
Massachusetts
$1.07M +$4.42K +145 +0.4%

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.