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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
MC
626
Miles Capital
Iowa
$300K
WT
627
Washington Trust
Rhode Island
$298K -$84.2K -2,725 -22%
BFA
628
Bragg Financial Advisors
North Carolina
$295K
PAG
629
Pinnacle Advisory Group
Maryland
$295K +$300K +9,705 New
KCPG
630
Kavar Capital Partners Group
Kansas
$291K
BA
631
BKS Advisors
Michigan
$290K -$2.63K -85 -0.9%
GIA
632
Guyasuta Investment Advisors
Pennsylvania
$286K
IIM
633
Ipswich Investment Management
Massachusetts
$280K -$39.4K -1,275 -12%
GA
634
Geneva Advisors
Illinois
$279K -$124K -4,010 -31%
WGCA
635
Wolf Group Capital Advisors
Virginia
$279K -$10K -325 -3%
DE
636
Day & Ennis
Georgia
$277K +$49.8K +1,610 +22%
FG
637
Fiduciary Group
Georgia
$274K
ECM
638
EagleClaw Capital Management
Massachusetts
$272K +$27.8K +900 +11%
HWM
639
Highwater Wealth Management
Colorado
$271K +$270K +8,745 New
EWM
640
Empirical Wealth Management
Washington
$269K -$2.94K -95 -1%
BAM
641
Barrett Asset Management
New York
$263K
SFSIG
642
San Francisco Sentry Investment Group
California
$262K -$281K -9,100 -52%
MIC
643
Meridian Investment Counsel
California
$260K
AMIM
644
Aull & Monroe Investment Management
Alabama
$259K
SYBT
645
Stock Yards Bank & Trust
Kentucky
$258K
PGIM
646
Pacific Global Investment Management
California
$255K
SBSB
647
Sullivan, Bruyette, Speros & Blaney
Virginia
$255K +$4.64K +150 +2%
IFB
648
iAB Financial Bank
Indiana
$248K
NCM
649
Noesis Capital Mangement
Florida
$247K -$15.5K -500 -6%
WF
650
Welch & Forbes
Massachusetts
$242K

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.