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iShares Core S&P Mid-Cap ETF

708 hedge funds and large institutions have $18.1B invested in iShares Core S&P Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 299 increasing their positions, 204 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

301% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $1.4M

286% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 29

47% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 204

15% more funds holding in top 10

Funds holding in top 10: 115132 (+17)

12.53% more ownership

Funds ownership: 330.05%342.59% (+13%)

11% more funds holding

Funds holding: 636708 (+72)

11% more capital invested

Capital invested by funds: $16.3B → $18.1B (+$1.77B)

Holders
708
Holders Change
+72
Holders Change %
+11.32%
% of All Funds
18.57%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
3.46%
New
112
Increased
299
Reduced
204
Closed
29
Calls
$5.6M
Puts
$1.4M
Net Calls
+$4.2M
Net Calls Change
-$5.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$85M +$1.55M +54,300 +2%
UB
27
UMB Bank
Missouri
$84.3M +$86.4M +3,024,815 New
M&T Bank
28
M&T Bank
New York
$69.5M -$561K -19,630 -0.8%
AIM
29
Acropolis Investment Management
Missouri
$67.4M +$1.95M +68,290 +3%
HTC
30
Haverford Trust Company
Pennsylvania
$64.9M +$3.67M +128,360 +6%
LW
31
Linscomb Wealth
Texas
$62.7M +$719K +25,170 +1%
BIM
32
BlackRock Investment Management
Delaware
$60.5M +$14.2M +495,600 +30%
AA
33
ALPS Advisors
Colorado
$60.2M -$7.43M -259,905 -11%
BF
34
BOK Financial
Oklahoma
$60.1M -$357K -12,495 -0.6%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$59.3M +$1.83M +63,970 +3%
BFA
36
BlackRock Fund Advisors
California
$53.9M +$21.8M +762,965 +65%
GAIA
37
Global Atlantic Investment Advisors
Indiana
$53.6M +$3.67M +128,445 +7%
TCT
38
TIAA CREF Trust
Missouri
$53M +$7.41M +259,480 +16%
HNB
39
Huntington National Bank
Ohio
$52.1M
UCFA
40
United Capital Financial Advisors
Texas
$51M +$1.39M +48,630 +3%
LWMT
41
Legacy Wealth Management (Tennessee)
Tennessee
$50.7M +$2.24M +78,245 +4%
AFS
42
Aft Forsyth & Sober
Florida
$49.7M -$1.31M -45,875 -3%
USAA
43
United Services Automobile Association
Texas
$49.1M -$33M -1,156,485 -40%
Comerica Bank
44
Comerica Bank
Texas
$48.9M -$1.31M -45,975 -2%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$46.5M +$3.49M +122,015 +8%
Lazard Asset Management
46
Lazard Asset Management
New York
$45M -$1.49M -52,130 -3%
AQR Capital Management
47
AQR Capital Management
Connecticut
$44.6M +$966K +33,795 +2%
CFG
48
CKW Financial Group
Hawaii
$44.4M -$1.04M -36,355 -2%
EMA
49
Efficient Market Advisors
California
$44.2M -$5.54M -193,970 -11%
APCM
50
Alaska Permanent Capital Management
Alaska
$43.6M -$2.1M -73,360 -4%

IJH Hedge Fund Activity: Q4 2015 in Review

708 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2015, worth a combined $18.1B — up 11% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new IJH positions and 29 closed out — a net gain of 83 holders — while 299 added to existing stakes and 204 trimmed.

The largest buyer was LPL Financial, adding an estimated $215M. The largest seller was Goldman Sachs, cutting an estimated $99.2M.

  • 708 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2015, up from 636 in Q3 2015.
  • Funds reported $18.1B of iShares Core S&P Mid-Cap ETF stock for Q4 2015, up 11% quarter-over-quarter.
  • 112 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2015 and 29 closed out, a net change of +83 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2015 was LPL Financial, an estimated $215M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q4 2015 was Goldman Sachs, an estimated $99.2M sold.

Based on aggregated 13F filings for Q4 2015.