We are live on ! Find out more
IJH icon

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
HPC
551
HM Payson & Co
Maine
$478K +$2.78K +90 +0.6%
CIC
552
Carnegie Investment Counsel
Ohio
$472K +$7.88K +255 +2%
SCA
553
Salient Capital Advisors
Texas
$468K -$270K -8,740 -37%
SLT
554
St Louis Trust
Missouri
$468K
OCG
555
Opus Capital Group
Ohio
$466K
OI
556
Oakbrook Investments
Illinois
$463K -$1.54K -50 -0.3%
RA
557
RFG Advisory
Alabama
$462K
AA
558
Ancora Advisors
Ohio
$453K +$21.6K +700 +5%
QAM
559
QCI Asset Management
New York
$449K
CG
560
Colony Group
Massachusetts
$443K +$231K +7,475 +109%
PG
561
Proffitt & Goodson
Tennessee
$440K +$439K +14,205 New
BCM
562
Brookmont Capital Management
Texas
$439K -$43K -1,390 -9%
FANJ
563
Financial Architects (New Jersey)
New Jersey
$439K -$14.7K -475 -3%
SLG
564
Stanley-Laman Group
Pennsylvania
$435K +$18.9K +610 +5%
CWM
565
Cranbrook Wealth Management
Michigan
$432K +$309 +10 +0.1%
BC
566
Bartlett & Co
Ohio
$431K -$37.1K -1,200 -8%
OC
567
Oakworth Capital
Alabama
$425K +$33.8K +1,095 +9%
BSW
568
Buckingham Strategic Wealth
Missouri
$424K +$3.4K +110 +0.8%
CCA
569
Cobblestone Capital Advisors
New York
$423K -$4.33K -140 -1%
DAS
570
Dynamic Advisor Solutions
Arizona
$422K +$70.6K +2,285 +20%
SC
571
SouthState Corp
Florida
$417K +$417K +13,500 New
DY
572
Dowling & Yahnke
California
$415K
WWM
573
Willingdon Wealth Management
North Carolina
$409K +$40.8K +1,320 +11%
SC
574
Savant Capital
Illinois
$406K
WTB
575
Washington Trust Bank
Washington
$400K -$48.7K -1,575 -11%

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.