We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

636 hedge funds and large institutions have $16.3B invested in iShares Core S&P Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 278 increasing their positions, 210 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $13M | Put options by funds: $3.31M

32% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 210

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

1% more funds holding

Funds holding: 632636 (+4)

2.17% less ownership

Funds ownership: 332.23%330.05% (-2.2%)

4% less funds holding in top 10

Funds holding in top 10: 120115 (-5)

9% less capital invested

Capital invested by funds: $17.9B → $16.3B (-$1.54B)

Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
17.76%
Holding in Top 10
115
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.17%
% of All Funds
3.21%
New
45
Increased
278
Reduced
210
Closed
36
Calls
$13M
Puts
$3.31M
Net Calls
+$9.67M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
576
Brown Brothers Harriman & Co
New York
$125K -$137K -4,700 -51%
BCM
577
Brookstone Capital Management
Illinois
$124K -$79.4K -2,730 -38%
UFA
578
US Financial Advisors
Massachusetts
$120K
AWS
579
Aris Wealth Services
Pennsylvania
$113K -$60.6K -2,085 -34%
EFSCE
580
Enterprise Financial Services Corp (EFSC)
Missouri
$112K
CWM
581
Cranbrook Wealth Management
Michigan
$110K
WA
582
Winfield Associates
Ohio
$109K
DLHL
583
Donald L. Hagan LLC
Florida
$103K +$110K +3,785 New
ST
584
Smithfield Trust
Pennsylvania
$101K -$1.02K -35 -0.9%
CDIA
585
Capital Directions Investment Advisors
Georgia
$99K
CFA
586
CT Financial Advisors
Pennsylvania
$96.7K
1832 Asset Management
587
1832 Asset Management
Ontario, Canada
$96K -$29.3M -1,009,310 -100%
CMO
588
Covenant Multifamily Offices
Texas
$82K +$87.7K +3,015 New
WIC
589
Woodmont Investment Counsel
Tennessee
$80K
AF
590
Arrow Financial
New York
$76K
S
591
SignatureFD
Georgia
$73K
AWM
592
Avior Wealth Management
Nebraska
$72K
LWCFA
593
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$71K
DIA
594
Davidson Investment Advisors
Montana
$68K
RBC
595
Roble Belko & Company
Pennsylvania
$67K
FA
596
Financial Advantage
Maryland
$61K
MFBTD
597
MB Financial Bank - Trust Department
Illinois
$60K -$215K -7,380 -77%
AssetMark Inc
598
AssetMark Inc
California
$58K +$2.76K +95 +5%
BBPWM
599
Blue Bell Private Wealth Management
Pennsylvania
$55K -$13.1K -450 -18%
PAI
600
Pittenger & Anderson Inc
Nebraska
$53K

IJH Hedge Fund Activity: Q3 2015 in Review

636 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2015, worth a combined $16.3B — down 8.6% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IJH positions and 36 closed out — a net gain of 9 holders — while 278 added to existing stakes and 210 trimmed.

The largest buyer was State of Wisconsin Investment Board, opening a new position worth an estimated $446M. The largest seller was Good Harbor Financial, cutting an estimated $412M.

  • 636 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2015, up from 632 in Q2 2015.
  • Funds reported $16.3B of iShares Core S&P Mid-Cap ETF stock for Q3 2015, down 8.6% quarter-over-quarter.
  • 45 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2015 and 36 closed out, a net change of +9 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2015 was State of Wisconsin Investment Board, an estimated $446M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2015 was Good Harbor Financial, an estimated $412M sold.

Based on aggregated 13F filings for Q3 2015.