We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

636 hedge funds and large institutions have $16.3B invested in iShares Core S&P Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 278 increasing their positions, 210 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $13M | Put options by funds: $3.31M

32% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 210

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

1% more funds holding

Funds holding: 632636 (+4)

2.17% less ownership

Funds ownership: 332.23%330.05% (-2.2%)

4% less funds holding in top 10

Funds holding in top 10: 120115 (-5)

9% less capital invested

Capital invested by funds: $17.9B → $16.3B (-$1.54B)

Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
17.76%
Holding in Top 10
115
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.17%
% of All Funds
3.21%
New
45
Increased
278
Reduced
210
Closed
36
Calls
$13M
Puts
$3.31M
Net Calls
+$9.67M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
V
26
Veritable
Delaware
$87.8M +$3.77M +129,685 +4%
Citigroup
27
Citigroup
New York
$81.8M -$72.8M -2,502,245 -46%
USAA
28
United Services Automobile Association
Texas
$79.8M -$26.5M -912,500 -24%
M&T Bank
29
M&T Bank
New York
$68.7M +$66.7K +2,295 +0.1%
AIM
30
Acropolis Investment Management
Missouri
$64.2M +$1.32M +45,450 +2%
LW
31
Linscomb Wealth
Texas
$60.8M +$1.57M +54,050 +2%
HTC
32
Haverford Trust Company
Pennsylvania
$60.2M +$2.32M +79,700 +4%
BF
33
BOK Financial
Oklahoma
$59.2M -$738K -25,370 -1%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$56.4M -$3.92M -134,900 -6%
Comerica Bank
35
Comerica Bank
Texas
$52.4M -$58.8M -2,022,405 -51%
AFS
36
Aft Forsyth & Sober
Florida
$50M
GAIA
37
Global Atlantic Investment Advisors
Indiana
$49M +$6.85M +235,440 +15%
EMA
38
Efficient Market Advisors
California
$48.7M +$1.47M +50,695 +3%
UCFA
39
United Capital Financial Advisors
Texas
$48.7M +$2.56M +87,975 +5%
HNB
40
Huntington National Bank
Ohio
$47.7M
LWMT
41
Legacy Wealth Management (Tennessee)
Tennessee
$47.5M +$25.2M +866,545 +99%
BIM
42
BlackRock Investment Management
Delaware
$45.8M -$791K -27,205 -2%
Lazard Asset Management
43
Lazard Asset Management
New York
$45.5M +$11.7M +401,770 +32%
TCT
44
TIAA CREF Trust
Missouri
$44.8M +$4.94M +169,875 +12%
APCM
45
Alaska Permanent Capital Management
Alaska
$44.8M -$5.1M -175,445 -10%
CFG
46
CKW Financial Group
Hawaii
$44.5M +$1.63M +56,130 +4%
GHA
47
GW Henssler & Associates
Georgia
$44.4M -$117K -4,010 -0.2%
AQR Capital Management
48
AQR Capital Management
Connecticut
$42.8M +$1.78M +61,385 +4%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$42.3M -$2.02M -69,630 -4%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$40.6M -$2M -68,920 -4%

IJH Hedge Fund Activity: Q3 2015 in Review

636 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2015, worth a combined $16.3B — down 8.6% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IJH positions and 36 closed out — a net gain of 9 holders — while 278 added to existing stakes and 210 trimmed.

The largest buyer was State of Wisconsin Investment Board, opening a new position worth an estimated $446M. The largest seller was Good Harbor Financial, cutting an estimated $412M.

  • 636 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2015, up from 632 in Q2 2015.
  • Funds reported $16.3B of iShares Core S&P Mid-Cap ETF stock for Q3 2015, down 8.6% quarter-over-quarter.
  • 45 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2015 and 36 closed out, a net change of +9 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2015 was State of Wisconsin Investment Board, an estimated $446M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2015 was Good Harbor Financial, an estimated $412M sold.

Based on aggregated 13F filings for Q3 2015.