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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
IWMPD
376
Integrated Wealth Management (Palm Desert)
California
$1.07M +$92K +3,015 +9%
CCG
377
Cypress Capital Group
Florida
$1.06M -$11.4K -375 -1%
WAM
378
Weatherly Asset Management
California
$1.06M +$30.5K +1,000 +3%
TNBTD
379
Trustmark National Bank Trust Department
Mississippi
$1.03M -$2.29K -75 -0.2%
MOACM
380
Mutual of America Capital Management
New York
$1.03M -$525K -17,215 -33%
AIA
381
Alerus Investment Advisors
Minnesota
$1.03M +$457 +15 +0%
CBU
382
CIBC Bank USA
Illinois
$1.02M +$84.6K +2,775 +9%
VFA
383
Voya Financial Advisors
Connecticut
$998K +$212K +6,935 +26%
CT
384
Cambridge Trust
Massachusetts
$981K -$57.2K -1,875 -5%
OMC
385
Overbrook Management Corp
New York
$936K +$523K +17,150 +122%
CFA
386
Carroll Financial Associates
North Carolina
$900K -$4.12K -135 -0.4%
TC
387
Telemus Capital
Michigan
$895K -$22.1K -725 -2%
EWA
388
Exencial Wealth Advisors
Oklahoma
$890K
CFA
389
Capstone Financial Advisors
Illinois
$883K -$578K -18,945 -39%
HCMT
390
Highland Capital Management (Tennessee)
Tennessee
$865K -$19.8K -650 -2%
MLL
391
Moody Lynn & Lieberson
Massachusetts
$855K
PGFC
392
Peapack-Gladstone Financial Corp
New Jersey
$842K +$22.9K +750 +3%
RMCM
393
Reynders McVeigh Capital Management
Massachusetts
$835K +$143K +4,675 +20%
CAL
394
Capital Analysts LLC
Pennsylvania
$828K -$31.6K -1,035 -4%
MCC
395
Mid Continent Capital
Illinois
$826K -$183K -6,015 -18%
CBT
396
Central Bank & Trust
Kentucky
$822K +$557K +18,250 +200%
IC
397
Intersect Capital
California
$818K +$327K +10,715 +65%
ST
398
Somerset Trust
Pennsylvania
$812K +$11.4K +375 +1%
LWM
399
Lyons Wealth Management
Florida
$812K +$172K +5,650 +26%
CG
400
Colony Group
Massachusetts
$806K +$767K +25,135 +1,445%

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.