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iShares Core S&P Mid-Cap ETF

708 hedge funds and large institutions have $18.1B invested in iShares Core S&P Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 299 increasing their positions, 204 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

301% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $1.4M

286% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 29

47% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 204

15% more funds holding in top 10

Funds holding in top 10: 115132 (+17)

12.53% more ownership

Funds ownership: 330.05%342.59% (+13%)

11% more funds holding

Funds holding: 636708 (+72)

11% more capital invested

Capital invested by funds: $16.3B → $18.1B (+$1.77B)

Holders
708
Holders Change
+72
Holders Change %
+11.32%
% of All Funds
18.57%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
3.46%
New
112
Increased
299
Reduced
204
Closed
29
Calls
$5.6M
Puts
$1.4M
Net Calls
+$4.2M
Net Calls Change
-$5.47M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
626
Pure Financial Advisors
California
$207K +$212K +7,435 New
AL
627
Aspiriant LLC
California
$206K +$212K +7,405 New
CSIC
628
Clifford Swan Investment Counsel
California
$205K +$211K +7,375 New
NCM
629
Noesis Capital Mangement
Florida
$204K +$209K +7,320 New
CCA
630
Cobblestone Capital Advisors
New York
$203K +$208K +7,275 New
OIA
631
Optimum Investment Advisors
Illinois
$202K -$28.6K -1,000 -12%
BO
632
Bank OZK
Arkansas
$202K +$207K +7,255 New
IWA
633
Intercontinental Wealth Advisors
Texas
$201K +$206K +7,205 New
CD
634
Carl Domino
Florida
$200K -$20K -700 -9%
JPMIA
635
J.P. Marvel Investment Advisors
Massachusetts
$200K +$205K +7,180 New
VIA
636
Vantage Investment Advisors
Pennsylvania
$194K -$53.1K -1,860 -21%
KTC
637
Kistler-Tiffany Companies
Pennsylvania
$186K
MWP
638
MYCIO Wealth Partners
Pennsylvania
$171K +$571 +20 +0.3%
ST
639
Smithfield Trust
Pennsylvania
$164K +$63.6K +2,225 +61%
SF
640
Synovus Financial
Georgia
$163K +$146K +5,110 +681%
Legal & General Group
641
Legal & General Group
United Kingdom
$158K -$6.71K -235 -4%
BBHC
642
Brown Brothers Harriman & Co
New York
$157K +$30K +1,050 +23%
FFC
643
First Financial Corp
Indiana
$154K -$10K -350 -6%
Simplex Trading
644
Simplex Trading
Illinois
$150K -$310K -10,855 -67%
PO
645
Private Ocean
California
$148K +$286 +10 +0.2%
M
646
MOTCO
Texas
$147K -$5.29K -185 -3%
HA
647
Harfst & Associates
Wyoming
$138K
CDIA
648
Capital Directions Investment Advisors
Georgia
$137K +$37.1K +1,300 +36%
UFA
649
US Financial Advisors
Massachusetts
$132K +$9.43K +330 +8%
TSW
650
Thompson Siegel & Walmsley
Virginia
$128K

IJH Hedge Fund Activity: Q4 2015 in Review

708 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2015, worth a combined $18.1B — up 11% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new IJH positions and 29 closed out — a net gain of 83 holders — while 299 added to existing stakes and 204 trimmed.

The largest buyer was LPL Financial, adding an estimated $215M. The largest seller was Goldman Sachs, cutting an estimated $99.2M.

  • 708 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2015, up from 636 in Q3 2015.
  • Funds reported $18.1B of iShares Core S&P Mid-Cap ETF stock for Q4 2015, up 11% quarter-over-quarter.
  • 112 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2015 and 29 closed out, a net change of +83 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2015 was LPL Financial, an estimated $215M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q4 2015 was Goldman Sachs, an estimated $99.2M sold.

Based on aggregated 13F filings for Q4 2015.