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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
CAM
526
Concorde Asset Management
Michigan
$562K -$6.04M -195,465 -91%
PFA
527
Pure Financial Advisors
California
$558K +$17.6K +570 +3%
RAM
528
Riggs Asset Management
Pennsylvania
$548K +$547K +17,705 New
Two Sigma Advisers
529
Two Sigma Advisers
New York
$541K +$541K +17,500 New
TIM
530
Tortoise Investment Management
New York
$523K +$65.1K +2,105 +14%
ST
531
Spinnaker Trust
Maine
$522K
YP
532
Yellowstone Partners
Idaho
$520K +$26K +840 +5%
CWM
533
Cornerstone Wealth Management
Missouri
$520K +$524K +16,965 New
FWSM
534
First Wilshire Securities Management
California
$518K
SCA
535
STALEY CAPITAL ADVISERS
Pennsylvania
$517K +$304K +9,850 +144%
ZB
536
Zions Bancorporation
Utah
$515K -$11.6K -375 -2%
MAM
537
Marquette Asset Management
Minnesota
$512K
CG
538
Cutler Group
California
$512K +$512K +16,555 New
FIB
539
First Interstate Bank
Montana
$511K
CG
540
Caprock Group
Idaho
$506K +$505K +16,350 New
HCIA
541
Hochman Cole Investment Advisors
Illinois
$505K +$92.3K +2,985 +22%
WA
542
WBH Advisory
Maryland
$504K +$147K +4,750 +41%
NSIM
543
North Star Investment Management
Illinois
$503K
MIM
544
Marco Investment Management
Georgia
$501K
BRF
545
B. Riley Financial
California
$498K
CAL
546
Capital Advisors Ltd
Ohio
$493K -$69.5K -2,250 -12%
SFM
547
Signature Financial Management
Virginia
$481K
CHC
548
City Holding Co
West Virginia
$480K
AFS
549
Aft Forsyth & Sober
Florida
$480K +$19.3K +625 +4%
GCA
550
Greenwood Capital Associates
South Carolina
$478K -$2.32K -75 -0.5%

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.