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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
KIA
401
KCM Investment Advisors
California
$1.45M -$92.7K -3,000 -6%
STMM
402
South Texas Money Management
Texas
$1.45M +$69.7K +2,255 +5%
BCMO
403
Buckingham Capital Management (Ohio)
Ohio
$1.45M -$40.2K -1,300 -3%
MOACM
404
Mutual of America Capital Management
New York
$1.44M -$102K -3,290 -7%
FBA
405
Front Barnett Associates
Illinois
$1.42M +$9.27K +300 +0.7%
SAS
406
Stelac Advisory Services
New York
$1.41M -$804K -26,020 -36%
BHIA
407
Birch Hill Investment Advisors
Massachusetts
$1.4M +$9.12K +295 +0.7%
LNB
408
Ledyard National Bank
$1.39M +$229K +7,415 +20%
BRWA
409
B. Riley Wealth Advisors
Florida
$1.39M -$281K -9,090 -13%
RIA
410
Regal Investment Advisors
Michigan
$1.38M +$149K +4,830 +12%
SHJ
411
Sharkey, Howes & Javer
Colorado
$1.38M +$4.02K +130 +0.3%
WTC
412
WhitTier Trust Company
Nevada
$1.36M
Invesco
413
Invesco
Georgia
$1.36M +$97.5K +3,155 +8%
MCM
414
Manchester Capital Management
Vermont
$1.36M
FNBT
415
FineMark National Bank & Trust
Florida
$1.35M +$11.6K +375 +0.9%
CCT
416
Country Club Trust
Missouri
$1.33M +$196K +6,330 +17%
ACN
417
Advisor Consultant Network
Ohio
$1.33M +$1.33M +42,905 New
SWM
418
SVA Wealth Management
Wisconsin
$1.31M +$1.7K +55 +0.1%
BHBT
419
Burke & Herbert Bank & Trust
Virginia
$1.3M -$112K -3,635 -8%
Koshinski Asset Management
420
Koshinski Asset Management
Illinois
$1.28M +$26.1K +845 +2%
MHS
421
M Holdings Securities
Oregon
$1.25M +$935K +30,240 +295%
DC
422
Davenport & Co
Virginia
$1.24M +$144K +4,655 +13%
FA
423
FC Advisory
Pennsylvania
$1.24M -$13.1K -425 -1%
HS
424
Horan Securities
United States
$1.23M +$21K +680 +2%
DSC
425
Duncker Streett & Co
Missouri
$1.23M +$223K +7,200 +22%

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.