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iShares Core S&P Mid-Cap ETF

632 hedge funds and large institutions have $17.9B invested in iShares Core S&P Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 304 increasing their positions, 188 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $6.34M

62% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 188

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

1% more funds holding

Funds holding: 624632 (+8)

3% more capital invested

Capital invested by funds: $17.3B → $17.9B (+$591M)

0.31% more ownership

Funds ownership: 331.92%332.23% (+0.31%)

Holders
632
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
17.03%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
3.23%
New
46
Increased
304
Reduced
188
Closed
30
Calls
$12.8M
Puts
$6.34M
Net Calls
+$6.48M
Net Calls Change
+$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
576
Laird Norton Wetherby Wealth Management
California
$111K +$113K +3,690 New
CDIA
577
Capital Directions Investment Advisors
Georgia
$108K -$39.6K -1,300 -26%
CFA
578
CT Financial Advisors
Pennsylvania
$106K +$305 +10 +0.3%
PIA
579
Peachtree Investment Advisors
Georgia
$104K
WIC
580
Woodmont Investment Counsel
Tennessee
$87K +$88.9K +2,915 New
AF
581
Arrow Financial
New York
$83K -$915 -30 -1%
S
582
SignatureFD
Georgia
$81K +$48K +1,575 +142%
AWM
583
Avior Wealth Management
Nebraska
$79K +$152 +5 +0.2%
DIA
584
Davidson Investment Advisors
Montana
$75K
BBPWM
585
Blue Bell Private Wealth Management
Pennsylvania
$74K -$11.4K -375 -13%
RBC
586
Roble Belko & Company
Pennsylvania
$73K
HHGA
587
Halbert Hargrove Global Advisors
California
$73K +$74.3K +2,435 New
LWCFA
588
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$71K
WP
589
WealthPLAN Partners
Nebraska
$70K -$3.33M -109,095 -98%
TCM
590
TD Capital Management
Tennessee
$68K -$61K -2,000 -47%
FA
591
Financial Advantage
Maryland
$67K +$67.7K +2,220 New
VC
592
Vestor Capital
Illinois
$66K +$66.8K +2,190 New
DBT
593
Dubuque Bank & Trust
Iowa
$63K +$63.7K +2,090 New
AssetMark Inc
594
AssetMark Inc
California
$60K -$762 -25 -1%
PO
595
Private Ocean
California
$60K +$152 +5 +0.2%
GI
596
Gradient Investments
Minnesota
$57K
W
597
Wealthfront
California
$56K +$18.6K +610 +48%
RFA
598
Reilly Financial Advisors
California
$54K -$66.5K -2,180 -55%
VNA
599
Valley National Advisers
Pennsylvania
$53K
NSIM
600
North Star Investment Management
Illinois
$48K -$144K -4,725 -75%

IJH Hedge Fund Activity: Q2 2015 in Review

632 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2015, worth a combined $17.9B — up 3.4% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IJH positions and 30 closed out — a net gain of 16 holders — while 304 added to existing stakes and 188 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $227M. The largest seller was Virtu Financial, exiting entirely with an estimated $57.1M sold.

  • 632 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2015, up from 624 in Q1 2015.
  • Funds reported $17.9B of iShares Core S&P Mid-Cap ETF stock for Q2 2015, up 3.4% quarter-over-quarter.
  • 46 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2015 and 30 closed out, a net change of +16 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2015 was BlackRock Institutional Trust, an estimated $227M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2015 was Virtu Financial, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2015.