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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
EFSCE
651
Enterprise Financial Services Corp (EFSC)
Missouri
$115K
BFEC
652
Benjamin F. Edwards & Company
Missouri
$114K -$39.1K -1,370 -25%
WA
653
Winfield Associates
Ohio
$111K
CFA
654
CT Financial Advisors
Pennsylvania
$99.5K +$857 +30 +0.8%
1832 Asset Management
655
1832 Asset Management
Ontario, Canada
$98K
S
656
SignatureFD
Georgia
$93K +$19.1K +670 +25%
BL
657
Balentine LLC
Georgia
$93K +$95K +3,325 New
ARMC
658
American Research & Management Company
Massachusetts
$92K +$94.1K +3,295 New
MLIC
659
Mandatum Life Insurance Company
Finland
$92K +$94.7K +3,315 New
WIC
660
Woodmont Investment Counsel
Tennessee
$81K
AF
661
Arrow Financial
New York
$78K +$714 +25 +0.9%
DIA
662
Davidson Investment Advisors
Montana
$70K
RBC
663
Roble Belko & Company
Pennsylvania
$68K
WEC
664
Winslow Evans & Crocker
Massachusetts
$67K +$28.9K +1,010 +72%
LWCFA
665
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66K
RFS
666
Rockefeller Financial Services
New York
$62K +$63.3K +2,215 New
ADL
667
Asset Dedication LLC
California
$58K +$59.4K +2,080 New
BBPWM
668
Blue Bell Private Wealth Management
Pennsylvania
$56K
GI
669
Gradient Investments
Minnesota
$53K
SEI Investments
670
SEI Investments
Pennsylvania
$52K +$53.6K +1,875 New
MFBTD
671
MB Financial Bank - Trust Department
Illinois
$51K -$10K -350 -16%
VNA
672
Valley National Advisers
Pennsylvania
$49K
LJHT
673
Laurie J. Hall Trustee
$49K +$54.3K +1,900 New
FCCM
674
First City Capital Management
Georgia
$42.5K
DA
675
Dunvegan Associates
California
$39K

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.