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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
RPG
601
Risk Paradigm Group
Texas
$340K -$30.3K -980 -8%
MCM
602
MV Capital Management
Maryland
$340K
ZF
603
Zhang Financial
Michigan
$339K +$62.1K +2,010 +22%
PFS
604
Prospera Financial Services
Texas
$338K -$13.4K -435 -4%
TIA
605
Tiemann Investment Advisors
California
$338K -$4.95K -160 -1%
DSAM
606
Dock Street Asset Management
Florida
$337K +$117K +3,795 +54%
SWPG
607
Strategic Wealth Partners Group
Illinois
$336K
GKWIM
608
Gerber Kawasaki Wealth & Investment Management
California
$336K +$2.32K +75 +0.7%
Fisher Asset Management
609
Fisher Asset Management
Washington
$336K +$335K +10,850 New
OCM
610
One Capital Management
California
$333K
LIA
611
LS Investment Advisors
Michigan
$329K
PCA
612
Personal Capital Advisors
California
$329K +$331K +10,710 New
CIS
613
Connors Investor Services
Pennsylvania
$323K
JWS
614
Juncture Wealth Strategies
Arizona
$323K +$34.3K +1,110 +12%
PCM
615
Parsons Capital Management
Rhode Island
$321K -$15.5K -500 -5%
M
616
MOTCO
Texas
$318K +$138K +4,460 +77%
PAMG
617
Patton Albertson Miller Group
Tennessee
$318K +$317K +10,265 New
AWM
618
Affinity Wealth Management
Delaware
$317K -$45K -1,455 -12%
ST
619
Smithfield Trust
Pennsylvania
$316K +$98K +3,170 +45%
CT
620
Coastline Trust
Rhode Island
$307K -$18.5K -600 -6%
EC
621
Estate Counselors
Wisconsin
$306K
SFG
622
SevenBridge Financial Group
Pennsylvania
$303K -$37.7K -1,220 -11%
FPCG
623
Fort Pitt Capital Group
Pennsylvania
$303K
EFSCE
624
Enterprise Financial Services Corp (EFSC)
Missouri
$303K +$169K +5,480 +127%
TH
625
TCTC Holdings
Texas
$300K -$33.5K -1,085 -10%

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.