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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
HH
476
HWG Holdings
Texas
$450K +$459K +15,040 New
BAAM
477
Baker Avenue Asset Management
California
$438K +$7.32K +240 +2%
BC
478
Bartlett & Co
Ohio
$431K
DMS
479
Discretionary Management Services
Kansas
$427K -$7.63K -250 -2%
BSW
480
Buckingham Strategic Wealth
Missouri
$424K +$35.2K +1,155 +9%
SC
481
Savant Capital
Illinois
$421K
FWSM
482
First Wilshire Securities Management
California
$420K
Pacer Advisors
483
Pacer Advisors
Pennsylvania
$419K +$426K +13,975 New
AA
484
Ancora Advisors
Ohio
$414K +$421K +13,805 New
SIG
485
Stanford Investment Group
California
$411K
WTB
486
Washington Trust Bank
Washington
$406K -$69.2K -2,270 -14%
PSUF
487
People's United Financial
Connecticut
$404K -$93.9K -3,080 -19%
JIC
488
Joel Isaacson & Co
New York
$402K
CT
489
Coastline Trust
Rhode Island
$400K -$2.29K -75 -0.6%
PAS
490
Partnervest Advisory Services
California
$387K -$6.41K -210 -2%
ABC
491
Associated Banc-Corp
Wisconsin
$387K
MPI
492
Mairs & Power Inc
Minnesota
$383K
CWM
493
Confluence Wealth Management
Oregon
$382K +$10.2K +335 +3%
JWM
494
Jacobus Wealth Management
Wisconsin
$378K
SCA
495
Salient Capital Advisors
Texas
$375K -$24.2K -795 -6%
EAM
496
Evanson Asset Management
California
$373K +$112K +3,665 +42%
SCM
497
Stonehearth Capital Management
Massachusetts
$366K -$32.5K -1,065 -8%
Toronto Dominion Bank
498
Toronto Dominion Bank
Ontario, Canada
$364K
KPCM
499
Kings Point Capital Management
New York
$352K +$152 +5 +0%
GWS
500
Glassman Wealth Services
Virginia
$338K

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.