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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
AWA
501
Arete Wealth Advisors
Illinois
$692K +$378K +12,235 +121%
WCM
502
Wealthcare Capital Management
Virginia
$684K -$1.85K -60 -0.3%
SC
503
Scotia Capital
Ontario, Canada
$679K +$137K +4,425 +25%
BFO
504
Boston Family Office
Massachusetts
$673K
FNT
505
First Nebraska Trust
Nebraska
$664K +$12.5K +405 +2%
ANB
506
Amarillo National Bank
Texas
$657K
EWA
507
EP Wealth Advisors
California
$655K -$33.4K -1,080 -5%
SI
508
Stephens Inc
Arkansas
$650K +$45.7K +1,480 +8%
RMCM
509
Reynders McVeigh Capital Management
Massachusetts
$641K -$25.5K -825 -4%
BFPW
510
BOK Financial Private Wealth
Colorado
$633K +$245K +7,915 +63%
EVM
511
Eaton Vance Management
Massachusetts
$624K +$16.2K +525 +3%
KL
512
KWMG LLC
Kansas
$608K -$45.9K -1,485 -7%
Axa
513
Axa
France
$596K
DBT
514
Dubuque Bank & Trust
Iowa
$593K -$155K -5,000 -21%
CIA
515
Choate Investment Advisors
Massachusetts
$590K
BWAM
516
Boyd Watterson Asset Management
Ohio
$590K
IC
517
Intersect Capital
California
$590K +$66.5K +2,150 +13%
BB
518
Busey Bank
Illinois
$588K -$11.7K -380 -2%
ASC
519
Atalanta Sosnoff Capital
New York
$580K +$580K +18,760 New
MLL
520
Moody Lynn & Lieberson
Massachusetts
$573K
DMS
521
Discretionary Management Services
Kansas
$570K -$130K -4,200 -19%
TCOT
522
Trust Company of Toledo
Ohio
$570K
TNBTD
523
Trustmark National Bank Trust Department
Mississippi
$569K -$86.1K -2,785 -13%
FHC
524
First Heartland Consultants
Missouri
$566K +$15K +485 +3%
RWA
525
Ropes Wealth Advisors
Massachusetts
$563K -$375K -12,130 -40%

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.