We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

721 hedge funds and large institutions have $18.3B invested in iShares Core S&P Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 324 increasing their positions, 251 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

29% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 251

5% more funds holding in top 10

Funds holding in top 10: 139146 (+7)

2% more funds holding

Funds holding: 708721 (+13)

3% more capital invested

Capital invested by funds: $17.7B → $18.3B (+$593M)

3.2% less ownership

Funds ownership: 334.54%331.34% (-3.2%)

49% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $20.5M

Holders
721
Holders Change
+13
Holders Change %
+1.84%
% of All Funds
19.24%
Holding in Top 10
146
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.04%
% of All Funds
3.9%
New
53
Increased
324
Reduced
251
Closed
37
Calls
$10.4M
Puts
$20.5M
Net Calls
-$10.1M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
601
M Holdings Securities
Oregon
$306K +$300K +10,235 New
AWA
602
Arete Wealth Advisors
Illinois
$303K -$486K -16,555 -62%
LH
603
Lebenthal Holdings
New York
$301K +$296K +10,080 New
LWA
604
Lebenthal Wealth Advisors
New York
$301K +$296K +10,080 New
CL
605
CPWM LLC
Washington
$300K
EC
606
Estate Counselors
Wisconsin
$295K +$29.3K +1,000 +11%
QC
607
QCM Cayman
Texas
$293K +$288K +9,820 New
FPCG
608
Fort Pitt Capital Group
Pennsylvania
$292K +$287K +9,785 New
MC
609
Miles Capital
Iowa
$290K
BFA
610
Bragg Financial Advisors
North Carolina
$285K
MML Investors Services
611
MML Investors Services
Massachusetts
$283K -$56.2K -1,915 -17%
BA
612
BKS Advisors
Michigan
$282K +$6.6K +225 +2%
KCPG
613
Kavar Capital Partners Group
Kansas
$281K -$9.68K -330 -3%
WGCA
614
Wolf Group Capital Advisors
Virginia
$279K +$38.9K +1,325 +17%
JWS
615
Juncture Wealth Strategies
Arizona
$278K +$62.3K +2,125 +30%
GIA
616
Guyasuta Investment Advisors
Pennsylvania
$276K -$2.2K -75 -0.8%
ZF
617
Zhang Financial
Michigan
$267K
FG
618
Fiduciary Group
Georgia
$264K
AssetMark Inc
619
AssetMark Inc
California
$263K +$733 +25 +0.3%
EWM
620
Empirical Wealth Management
Washington
$263K +$258K +8,790 New
BW
621
Bison Wealth
Georgia
$256K +$17K +580 +7%
BAM
622
Barrett Asset Management
New York
$254K +$3.67K +125 +1%
NCM
623
Noesis Capital Mangement
Florida
$254K +$14.7K +500 +6%
AMIM
624
Aull & Monroe Investment Management
Alabama
$251K
MIC
625
Meridian Investment Counsel
California
$251K