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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
FT
351
Fiduciary Trust
Massachusetts
$2.23M +$243K +7,865 +12%
WCM
352
Weatherstone Capital Management
Colorado
$2.23M -$3.12M -101,070 -58%
FWCM
353
Ferguson Wellman Capital Management
Oregon
$2.21M -$20.9K -675 -0.9%
PGA
354
Portland Global Advisors
Maine
$2.21M
Susquehanna International Group
355
Susquehanna International Group
Pennsylvania
$2.21M -$9.95M -321,820 -82%
DT
356
Diversified Trust
Tennessee
$2.2M +$957K +30,950 +77%
KWMG
357
King Wealth Management Group
Florida
$2.19M +$275K +8,905 +14%
RW
358
Rand Wealth
Maryland
$2.19M -$91K -2,945 -4%
CWM
359
Calamos Wealth Management
Illinois
$2.19M +$1.39M +44,815 +174%
WA
360
WFG Advisors
Texas
$2.15M +$89K +2,880 +4%
CCT
361
Capital City Trust
Florida
$2.12M
PG
362
Patten Group
Tennessee
$2.11M -$66.8K -2,160 -3%
RC
363
RegentAtlantic Capital
New Jersey
$2.1M +$4.95K +160 +0.2%
PMFA
364
Plante Moran Financial Advisors
Michigan
$2.08M +$104K +3,355 +5%
CCM
365
Coldstream Capital Management
Washington
$2.08M +$75.1K +2,430 +4%
SBH
366
Segall Bryant & Hamill
Illinois
$2.05M
SNT
367
Security National Trust
West Virginia
$2.03M +$13.1K +425 +0.7%
LNC
368
Lincoln National Corp
Pennsylvania
$2.02M +$330K +10,675 +19%
Millennium Management
369
Millennium Management
New York
$2.01M +$453K +14,660 +29%
CFP
370
Cornerstone Financial Partners
North Carolina
$1.99M +$1.13M +36,680 +134%
BIM
371
Bridgecreek Investment Management
Oklahoma
$1.99M
FTS
372
Fifth Third Securities
Ohio
$1.95M +$13.6K +440 +0.7%
CCM
373
Condor Capital Management
New Jersey
$1.94M +$41.9K +1,355 +2%
NFG
374
Nations Financial Group
Iowa
$1.93M +$80.4K +2,600 +4%
BAS
375
Brown Advisory Securities
Maryland
$1.87M +$480K +15,535 +35%

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.