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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
CT
451
Cambridge Trust
Massachusetts
$1.01M -$94.3K -3,050 -9%
WAM
452
Weatherly Asset Management
California
$1.01M +$7.11K +230 +0.7%
IWMPD
453
Integrated Wealth Management (Palm Desert)
California
$1.01M -$9.89K -320 -1%
LWAC
454
Laurel Wealth Advisors (California)
California
$1M -$186K -6,015 -16%
Barclays
455
Barclays
United Kingdom
$998K -$63.1K -2,040 -6%
SCM
456
SOL Capital Management
Maryland
$991K +$339K +10,975 +52%
PA
457
Pinnacle Associates
New York
$982K -$7.73K -250 -0.8%
OMC
458
Overbrook Management Corp
New York
$966K
RG
459
Rikoon Group
New Mexico
$955K +$954K +30,875 New
BFG
460
Beacon Financial Group
Texas
$928K -$1M -32,365 -52%
MFT
461
Moisand Fitzgerald Tamayo
Florida
$924K -$75K -2,425 -8%
FA
462
FDx Advisors
Illinois
$921K +$544K +17,615 +143%
BP
463
BBR Partners
New York
$918K
FWP
464
FAS Wealth Partners
Kansas
$918K +$318K +10,275 +53%
NGA
465
Naples Global Advisors
Florida
$917K +$84.2K +2,725 +10%
Wolverine Trading
466
Wolverine Trading
Illinois
$916K +$923K +29,855 New
TNB
467
Thomasville National Bank
Georgia
$914K +$276K +8,930 +43%
SS
468
Simplicity Solutions
Minnesota
$900K -$6.4M -207,120 -88%
MC
469
Moors & Cabot
Massachusetts
$896K +$13.6K +440 +2%
EWA
470
Exencial Wealth Advisors
Oklahoma
$895K -$261K -8,440 -22%
SIA
471
Starfire Investment Advisers
Michigan
$887K +$78K +2,525 +10%
HCMT
472
Highland Capital Management (Tennessee)
Tennessee
$886K
PGFC
473
Peapack-Gladstone Financial Corp
New Jersey
$882K -$15.5K -500 -2%
GLA
474
Great Lakes Advisors
Illinois
$878K -$338K -10,920 -28%
Calamos Advisors
475
Calamos Advisors
Illinois
$876K +$875K +28,300 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.