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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
CFA
651
Capstone Financial Advisors
Illinois
-$883K -29,435 Closed
LWM
652
Lyons Wealth Management
Florida
-$812K -27,075 Closed
Two Sigma Advisers
653
Two Sigma Advisers
New York
-$630K -21,000 Closed
HH
654
HWG Holdings
Texas
-$450K -15,040 Closed
CTB
655
Country Trust Bank
Illinois
-$304K -10,150 Closed
WF
656
Welch & Forbes
Massachusetts
-$231K -7,735 Closed
NCM
657
Noesis Capital Mangement
Florida
-$220K -7,320 Closed
EWMCB
658
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$216K -7,200 Closed
SYBT
659
Stock Yards Bank & Trust
Kentucky
-$214K -7,110 Closed
FWP
660
FAS Wealth Partners
Kansas
-$207K -6,905 Closed
WPP
661
Whalerock Point Partners
Rhode Island
-$206K -6,890 Closed
BRWM
662
B. Riley Wealth Management
Tennessee
-$195K -6,510 Closed
JG
663
Jefferies Group
New York
-$118K -3,950 Closed
LNWWM
664
Laird Norton Wetherby Wealth Management
California
-$111K -3,690 Closed
PIA
665
Peachtree Investment Advisors
Georgia
-$104K -3,475 Closed
HHGA
666
Halbert Hargrove Global Advisors
California
-$73K -2,435 Closed
SAM
667
Shamrock Asset Management
Texas
-$35K -1,165 Closed
RAM
668
Riggs Asset Management
Pennsylvania
-$16K -520 Closed
BL
669
Balentine LLC
Georgia
-$13K -440 Closed
SEI Investments
670
SEI Investments
Pennsylvania
-$10K -355 Closed
FWM
671
Focused Wealth Management
New York
-$4K -145 Closed
TWA
672
TCI Wealth Advisors
Arizona
-$3K -115 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.