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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
CTC
376
Central Trust Company
Missouri
$1.85M +$62.6K +2,025 +3%
ASN
377
Advisory Services Network
Georgia
$1.85M +$925K +29,920 +100%
MWP
378
Moller Wealth Partners
$1.82M
SG Americas Securities
379
SG Americas Securities
New York
$1.81M -$4.56M -147,555 -72%
TFF
380
The Family Firm
Maryland
$1.79M -$44K -1,425 -2%
OWD
381
Osborn Williams & Donohoe
Ohio
$1.79M
WB
382
WesBanco Bank
West Virginia
$1.77M +$14.1K +455 +0.8%
Members Trust
383
Members Trust
Florida
$1.77M +$91.3K +2,955 +5%
KPCM
384
Kings Point Capital Management
New York
$1.76M +$309 +10 +0%
CC
385
Cadinha & Co
Hawaii
$1.73M -$15.3K -495 -0.9%
CB
386
Chemical Bank
Michigan
$1.69M -$6.18K -200 -0.4%
RPGK
387
Retirement Planning Group (Kansas)
Kansas
$1.67M +$32.9K +1,065 +2%
CIBC World Market
388
CIBC World Market
Ontario, Canada
$1.6M +$318K +10,300 +25%
BG
389
Bahl & Gaynor
Ohio
$1.58M +$75.4K +2,440 +5%
CWM
390
Concert Wealth Management
California
$1.55M -$325K -10,510 -17%
1IA
391
1834 Investment Advisors
Wisconsin
$1.54M -$773 -25 -0.1%
SFA
392
Sequoia Financial Advisors
Ohio
$1.53M -$379K -12,270 -20%
HW
393
Hancock Whitney
Mississippi
$1.53M
RCA
394
Rowland Carmichael Advisors
Arizona
$1.53M -$137K -4,430 -8%
BUB
395
BBVA USA Bancshares
Texas
$1.52M +$612K +19,795 +67%
AFP
396
Ausdal Financial Partners
Iowa
$1.52M -$261K -8,435 -15%
MC
397
Middleton & Co
Massachusetts
$1.49M +$238K +7,700 +19%
CL
398
Choreo LLC
Illinois
$1.48M -$90.4K -2,925 -6%
Cetera Investment Advisers
399
Cetera Investment Advisers
Illinois
$1.48M +$570K +18,455 +63%
Geode Capital Management
400
Geode Capital Management
Massachusetts
$1.47M

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.