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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
JIC
576
Joel Isaacson & Co
New York
$396K +$4.64K +150 +1%
EDRIA
577
Edmonds Duncan Registered Investment Advisors
Kansas
$396K +$12.8K +415 +3%
MPI
578
Mairs & Power Inc
Minnesota
$395K
ANBT
579
American National Bank & Trust
Texas
$394K
WP
580
WMS Partners
Maryland
$394K
CL
581
CPWM LLC
Washington
$393K +$81.6K +2,640 +26%
PSUF
582
People's United Financial
Connecticut
$391K
VWA
583
V Wealth Advisors
Kansas
$384K +$47.6K +1,540 +14%
HL
584
HeadInvest LLC
Maine
$383K
GIA
585
Granite Investment Advisors
New Hampshire
$382K +$2.32K +75 +0.6%
EAM
586
Evanson Asset Management
California
$378K -$177K -5,735 -32%
AF
587
Arrow Financial
New York
$377K +$191K +6,180 +103%
Toronto Dominion Bank
588
Toronto Dominion Bank
Ontario, Canada
$376K
KBC Group
589
KBC Group
Belgium
$374K +$373K +12,075 New
LBC
590
Lowe Brockenbrough & Co
Virginia
$366K +$365K +11,825 New
MAS
591
Madden Advisory Services
Florida
$364K
CMP
592
Courage Miller Partners
Virginia
$357K +$1.85K +60 +0.5%
AssetMark Inc
593
AssetMark Inc
California
$357K +$85K +2,750 +31%
HFS
594
Haverford Financial Services
Pennsylvania
$356K
WIC
595
Whitegate Investment Counselors
New Hampshire
$355K +$355K +11,475 New
CCA
596
Clearwater Capital Advisors
Illinois
$353K +$31.8K +1,030 +10%
FDCC
597
Foster Dykema Cabot & Co
Massachusetts
$352K +$352K +11,375 New
GWS
598
Glassman Wealth Services
Virginia
$349K
RMC
599
Regis Management Company
California
$347K +$1.54K +50 +0.4%
VIA
600
Vantage Investment Advisors
Pennsylvania
$343K -$17.9K -580 -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.