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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
FMC
476
First Merchants Corp
Indiana
$394K -$18.2K -625 -4%
WGCA
477
Wolf Group Capital Advisors
Virginia
$394K +$297K +10,215 New
BC
478
Bartlett & Co
Ohio
$393K
Susquehanna International Group
479
Susquehanna International Group
Pennsylvania
$389K +$414K +14,230 New
BSW
480
Buckingham Strategic Wealth
Missouri
$386K
FWSM
481
First Wilshire Securities Management
California
$383K
FANJ
482
Financial Architects (New Jersey)
New Jersey
$383K +$245K +8,415 +151%
PAS
483
Partnervest Advisory Services
California
$380K +$29.5K +1,015 +8%
LI
484
LVZ Inc
Michigan
$378K -$281K -9,670 -41%
WJA
485
Williams Jones & Associates
New York
$377K -$50.2K -1,725 -11%
WTB
486
Washington Trust Bank
Washington
$370K
PSUF
487
People's United Financial
Connecticut
$368K
WP
488
WMS Partners
Maryland
$366K -$89.7K -3,085 -19%
JIC
489
Joel Isaacson & Co
New York
$366K
CT
490
Coastline Trust
Rhode Island
$356K -$8.72K -300 -2%
TC
491
Trust Company
Kansas
$350K +$137K +4,700 +58%
MPI
492
Mairs & Power Inc
Minnesota
$349K
JWM
493
Jacobus Wealth Management
Wisconsin
$344K
EAM
494
Evanson Asset Management
California
$340K
PFBT
495
Parkside Financial Bank & Trust
Missouri
$337K -$163K -5,600 -31%
Toronto Dominion Bank
496
Toronto Dominion Bank
Ontario, Canada
$333K
ZF
497
Zhang Financial
Michigan
$329K +$350K +12,055 New
SCA
498
Salient Capital Advisors
Texas
$327K -$15K -515 -4%
ABC
499
Associated Banc-Corp
Wisconsin
$325K -$29.1K -1,000 -8%
SG Americas Securities
500
SG Americas Securities
New York
$325K +$346K +11,900 New

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.