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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
RG
426
Rathbones Group
United Kingdom
$662K -$13.1K -430 -2%
WCM
427
Wealthcare Capital Management
Virginia
$660K -$269K -8,815 -29%
FBNAT
428
FirstMerit Bank N.A. Trustee
Ohio
$660K +$671K +22,010 New
BJL
429
Brighton Jones LLC
Washington
$657K +$32K +1,050 +5%
KL
430
KWMG LLC
Kansas
$657K +$56.4K +1,850 +9%
BFO
431
Boston Family Office
Massachusetts
$652K
EWA
432
EP Wealth Advisors
California
$651K -$13.1K -430 -2%
MML Investors Services
433
MML Investors Services
Massachusetts
$650K +$661K +21,670 New
DSC
434
Duncker Streett & Co
Missouri
$643K +$305 +10 +0%
Two Sigma Advisers
435
Two Sigma Advisers
New York
$630K -$3.66M -120,000 -85%
JWM
436
Jackson Wealth Management
Florida
$608K +$5.34K +175 +0.9%
EC
437
Estate Counselors
Wisconsin
$605K -$3.05K -100 -0.5%
I
438
IberiaBank
Louisiana
$604K -$22.3K -730 -4%
PFS
439
Prospera Financial Services
Texas
$588K +$29.6K +970 +5%
Neuberger Berman Group
440
Neuberger Berman Group
New York
$584K -$126K -4,125 -17%
BCM
441
Brookmont Capital Management
Texas
$582K -$24.2K -795 -4%
BWAM
442
Boyd Watterson Asset Management
Ohio
$579K
Axa
443
Axa
France
$578K
FWIA
444
Fort Washington Investment Advisors
Ohio
$577K
CCT
445
Country Club Trust
Missouri
$572K +$3.35K +110 +0.6%
ANBT
446
American National Bank & Trust
Texas
$556K +$31.6K +1,035 +6%
GWM
447
Greenwich Wealth Management
Connecticut
$551K
WB
448
WesBanco Bank
West Virginia
$546K +$166K +5,445 +43%
PFBT
449
Parkside Financial Bank & Trust
Missouri
$538K -$466K -15,275 -46%
DWT
450
Dorsey & Whitney Trust
South Dakota
$535K

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.