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iShares Core S&P Mid-Cap ETF

752 hedge funds and large institutions have $19.2B invested in iShares Core S&P Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 331 increasing their positions, 234 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 24

62% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $11.3M

41% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 234

4% more funds holding

Funds holding: 722752 (+30)

5% more capital invested

Capital invested by funds: $18.3B → $19.2B (+$899M)

3% less funds holding in top 10

Funds holding in top 10: 146142 (-4)

11.04% less ownership

Funds ownership: 331.35%320.31% (-11%)

Holders
752
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
20.06%
Holding in Top 10
142
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.74%
% of All Funds
3.79%
New
68
Increased
331
Reduced
234
Closed
24
Calls
$18.3M
Puts
$11.3M
Net Calls
+$6.99M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ABC
476
Associated Banc-Corp
Wisconsin
$864K +$37.6K +1,215 +5%
CBU
477
CIBC Bank USA
Illinois
$859K +$4.64K +150 +0.5%
LIA
478
LBMC Investment Advisors
Tennessee
$846K +$20.2K +655 +2%
WCWM
479
Wooster Corthell Wealth Management
Connecticut
$843K -$101K -3,260 -11%
AF
480
Alerus Financial
North Dakota
$836K +$12.4K +400 +2%
BJL
481
Brighton Jones LLC
Washington
$834K -$7.73K -250 -0.9%
CAL
482
Capital Analysts LLC
Pennsylvania
$833K +$141K +4,575 +20%
MBTD
483
Mechanics Bank - Trust Department
California
$828K +$827K +26,750 New
TC
484
Trust Company
Kansas
$816K -$11.2M -361,820 -93%
JFGIW
485
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$799K +$4.64K +150 +0.6%
ATC
486
Argent Trust Co
Tennessee
$789K +$151K +4,870 +24%
FMW
487
Farr Miller & Washington
District of Columbia
$785K +$98.8K +3,195 +14%
FC
488
Financial Consulate
Maryland
$763K -$20.4K -660 -3%
WJA
489
Williams Jones & Associates
New York
$757K
FMC
490
First Merchants Corp
Indiana
$756K +$756K +24,445 New
CNBT
491
Canandaigua National Bank & Trust
New York
$753K -$3.55K -115 -0.5%
CL
492
CIM LLC
New York
$751K
AllianceBernstein
493
AllianceBernstein
Tennessee
$747K -$17K -550 -2%
SCM
494
Sterling Capital Management
North Carolina
$732K -$1.7K -55 -0.2%
CLOS
495
Compagnie Lombard Odier SCmA
Switzerland
$731K -$14.5K -470 -2%
RG
496
Rathbones Group
United Kingdom
$726K -$5.87K -190 -0.8%
GJIC
497
Gamble Jones Investment Counsel
California
$725K
MA
498
MCF Advisors
Kentucky
$717K +$92.6K +2,995 +15%
HWM
499
Heartwood Wealth Management
United Kingdom
$700K
BCM
500
BTC Capital Management
Iowa
$698K

IJH Hedge Fund Activity: Q3 2016 in Review

752 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2016, worth a combined $19.2B — up 4.9% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IJH positions and 24 closed out — a net gain of 44 holders — while 331 added to existing stakes and 234 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $158M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $254M.

  • 752 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2016, up from 722 in Q2 2016.
  • Funds reported $19.2B of iShares Core S&P Mid-Cap ETF stock for Q3 2016, up 4.9% quarter-over-quarter.
  • 68 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2016 and 24 closed out, a net change of +44 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2016 was Churchill Management, an estimated $158M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2016 was Northwestern Mutual Wealth Management, an estimated $254M sold.

Based on aggregated 13F filings for Q3 2016.