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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
SIM
26
Sentry Investment Management
Wisconsin
$108M +$1.52M +50,000 +1%
Creative Planning
27
Creative Planning
Kansas
$96.1M +$6.48M +212,590 +7%
V
28
Veritable
Delaware
$92.5M -$1.47M -48,210 -2%
M&T Bank
29
M&T Bank
New York
$75.4M -$3.04M -99,715 -4%
AA
30
ALPS Advisors
Colorado
$71.9M -$117K -3,840 -0.2%
AIM
31
Acropolis Investment Management
Missouri
$69.1M -$1.29M -42,345 -2%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$66M -$6.72M -220,390 -9%
BF
33
BOK Financial
Oklahoma
$65.8M +$186K +6,110 +0.3%
LW
34
Linscomb Wealth
Texas
$65.1M -$1.53M -50,015 -2%
HTC
35
Haverford Trust Company
Pennsylvania
$63.7M +$12.3M +401,920 +23%
AFS
36
Aft Forsyth & Sober
Florida
$54.9M +$185K +6,050 +0.3%
APCM
37
Alaska Permanent Capital Management
Alaska
$54.4M +$1.94M +63,610 +4%
EMA
38
Efficient Market Advisors
California
$51.9M -$366K -11,990 -0.7%
HNB
39
Huntington National Bank
Ohio
$51.2M -$43.3M -1,418,740 Closed
BIM
40
BlackRock Investment Management
Delaware
$51.1M +$8.27M +271,110 +19%
UCFA
41
United Capital Financial Advisors
Texas
$50.8M +$3.26M +106,840 +7%
GC
42
Grimes & Company
Massachusetts
$48.9M +$49.7M +1,628,740 New
GHA
43
GW Henssler & Associates
Georgia
$48.8M -$265K -8,695 -0.5%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$48.5M +$4.28M +140,415 +10%
CFG
45
CKW Financial Group
Hawaii
$47.2M +$841K +27,585 +2%
GAIA
46
Global Atlantic Investment Advisors
Indiana
$46.7M +$16.8M +551,330 +55%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$46.6M -$1.96M -64,170 -4%
DWM
48
Destination Wealth Management
California
$45.8M +$14.5M +475,575 +45%
AQR Capital Management
49
AQR Capital Management
Connecticut
$45.2M +$45.9M +1,505,365 New
TCT
50
TIAA CREF Trust
Missouri
$44.1M +$2.96M +97,120 +7%

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.