We are live on ! Find out more
IJH icon

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
EWM
701
Edge Wealth Management
New York
$6K +$5.71K +200 New
KC
702
Kingfisher Capital
North Carolina
$6K +$5.71K +200 New
Manulife (Manufacturers Life Insurance)
703
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.8K +$3.04M +106,565 +105%
CFN
704
Cordasco Financial Network
Florida
$4K
FMP
705
Financial Management Professionals
Texas
$4K
MJRIC
706
Mogy Joel R Investment Counsel
California
$2.19K -$2.13M -74,385 -90%
LWA
707
Lowe Wealth Advisors
Maryland
$1K
WA
708
WBH Advisory
Maryland
$246 +$253K +8,840 New
ED
709
Exane Derivatives
France
$139
NG
710
NatWest Group
United Kingdom
-$32.2M -1,179,695 Closed
KWILP
711
Kiwi Wealth Investments Limited Partnership
New Zealand
-$14.5M -530,925 Closed
PAA
712
Peregrine Asset Advisers
Oregon
-$5.17M -189,090 Closed
GC
713
Garde Capital
Washington
-$3.04M -111,345 Closed
QA
714
Quantitative Advantage
Minnesota
-$2.07M -75,910 Closed
PCMK
715
Paragon Capital Management (Kansas)
Kansas
-$1.05M -38,625 Closed
SWM
716
Segment Wealth Management
Texas
-$924K -33,825 Closed
JWM
717
Jackson Wealth Management
Florida
-$645K -23,615 Closed
Pacer Advisors
718
Pacer Advisors
Pennsylvania
-$614K -22,475 Closed
CIA
719
Choate Investment Advisors
Massachusetts
-$574K -21,020 Closed
FWIA
720
Fort Washington Investment Advisors
Ohio
-$566K -20,720 Closed
ST
721
Sentinel Trust
Texas
-$421K -15,395 Closed
FMC
722
First Merchants Corp
Indiana
-$394K -14,430 Closed
Susquehanna International Group
723
Susquehanna International Group
Pennsylvania
-$407K -14,230 Closed
LI
724
LVZ Inc
Michigan
-$378K -13,820 Closed
SG Americas Securities
725
SG Americas Securities
New York
-$325K -11,900 Closed

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.