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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
CPSAC
426
Chas P. Smith & Associates (CPS)
Florida
$1.22M +$331K +10,705 +37%
1SB
427
1ST Source Bank
Indiana
$1.21M +$102K +3,285 +9%
WS
428
Wedbush Securities
California
$1.2M -$205K -6,625 -15%
GP
429
Girard Partners
Pennsylvania
$1.19M +$121K +3,910 +11%
ACM
430
Argentus Capital Management
Texas
$1.19M -$1.11M -35,810 -48%
DW
431
Domani Wealth
Pennsylvania
$1.18M -$199K -6,430 -14%
BCM
432
Barometer Capital Management
Ontario, Canada
$1.18M +$1.17M +38,000 New
SCM
433
Stonehearth Capital Management
Massachusetts
$1.17M -$60.9K -1,970 -5%
SHWM
434
Smith & Howard Wealth Management
Georgia
$1.14M
CCG
435
Cypress Capital Group
Florida
$1.13M +$21.6K +700 +2%
Thrivent Financial for Lutherans
436
Thrivent Financial for Lutherans
Minnesota
$1.13M -$259K -8,375 -18%
AAM
437
Aureus Asset Management
Massachusetts
$1.12M +$1.12M +36,235 New
EFS
438
Essex Financial Services
Connecticut
$1.12M -$3.25K -105 -0.3%
ST
439
Somerset Trust
Pennsylvania
$1.12M +$464 +15 +0%
FFSOTS
440
Fiduciary Financial Services of The Southwest
Texas
$1.11M +$30.1K +975 +3%
I
441
IberiaBank
Louisiana
$1.11M -$204K -6,615 -16%
HFS
442
HL Financial Services
Kentucky
$1.1M +$155K +5,000 +16%
Neuberger Berman Group
443
Neuberger Berman Group
New York
$1.1M +$1.1M +35,465 New
AW
444
ACG Wealth
Georgia
$1.08M +$17K +550 +2%
TI
445
Truepoint Inc
Ohio
$1.07M -$216K -6,990 -17%
QCG
446
Quadrant Capital Group
Ohio
$1.07M +$69.5K +2,250 +7%
WP
447
WealthPLAN Partners
Nebraska
$1.05M +$204K +6,595 +24%
WA
448
WealthTrust-Arizona
Arizona
$1.05M -$2.78K -90 -0.3%
AFWA
449
Ancora Family Wealth Advisors
Ohio
$1.02M +$101K +3,280 +11%
ACM
450
Azimuth Capital Management
Michigan
$1.02M +$1.02M +32,885 New

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.