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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
ACS
626
Archford Capital Strategies
Illinois
$13K
HDIM
627
Hanson & Doremus Investment Management
Vermont
$12K
OAJ
628
Ogorek Anthony Joseph
New York
$12K +$291 +10 +2%
BKA
629
Brick & Kyle Associates
Pennsylvania
$7K
CFN
630
Cordasco Financial Network
Florida
$4K
FMP
631
Financial Management Professionals
Texas
$4K
Manulife (Manufacturers Life Insurance)
632
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.78K +$285K +9,790 +11%
AIA
633
Alerus Investment Advisors
Minnesota
$2K -$992K -34,105 -100%
W
634
Wealthfront
California
$1K -$53.2K -1,830 -98%
LWA
635
Lowe Wealth Advisors
Maryland
$1K
ED
636
Exane Derivatives
France
$137
VAM
637
Visionary Asset Management
Texas
-$18.7M -623,335 Closed
PRS
638
Pinkerton Retirement Specialists
Idaho
-$15.4M -512,055 Closed
LMIM
639
Lockheed Martin Investment Management
Maryland
-$13.1M -438,000 Closed
WCM
640
Weatherstone Capital Management
Colorado
-$12M -401,595 Closed
CS
641
Comerica Securities
Michigan
-$11.3M -376,765 Closed
Loomis, Sayles & Company
642
Loomis, Sayles & Company
Massachusetts
-$10.4M -347,610 Closed
AG
643
Appleton Group
Wisconsin
-$6.49M -216,310 Closed
FF
644
Friedenthal Financial
New Jersey
-$6.46M -215,525 Closed
FIG
645
FundX Investment Group
California
-$4.21M -140,500 Closed
SIM
646
SSI Investment Management
California
-$3.15M -105,225 Closed
NL
647
NWAM LLC
Washington
-$3.12M -105,000 Closed
SS
648
Simplicity Solutions
Minnesota
-$2.24M -74,680 Closed
RA
649
RFG Advisory
Alabama
-$1.6M -53,425 Closed
CAM
650
Concorde Asset Management
Michigan
-$1.47M -48,920 Closed

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.