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iShares Core S&P Mid-Cap ETF

632 hedge funds and large institutions have $17.9B invested in iShares Core S&P Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 304 increasing their positions, 188 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $6.34M

62% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 188

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

1% more funds holding

Funds holding: 624632 (+8)

3% more capital invested

Capital invested by funds: $17.3B → $17.9B (+$591M)

0.31% more ownership

Funds ownership: 331.92%332.23% (+0.31%)

Holders
632
Holders Change
+8
Holders Change %
+1.28%
% of All Funds
17.03%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
3.23%
New
46
Increased
304
Reduced
188
Closed
30
Calls
$12.8M
Puts
$6.34M
Net Calls
+$6.48M
Net Calls Change
+$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
51
Wilmington Savings Fund Society
Delaware
$40.4M -$631K -20,695 -2%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$40.1M +$40.8M +1,336,215 New
SHGA
53
Sand Hill Global Advisors
California
$38.3M -$56.1K -1,840 -0.1%
MWM
54
Modera Wealth Management
New Jersey
$38.2M -$571K -18,710 -1%
SWP
55
Stratos Wealth Partners
Ohio
$38M -$2.99M -98,070 -7%
Lazard Asset Management
56
Lazard Asset Management
New York
$38M -$8.1M -265,655 -17%
LWA
57
Lenox Wealth Advisors
New York
$37.8M -$2.64M -86,640 -6%
NG
58
NatWest Group
United Kingdom
$37.8M -$1.81M -59,420 -5%
CIA
59
Capital Investment Advisors
Georgia
$37.1M +$1.98M +65,045 +6%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$37.1M +$2.74M +89,965 +8%
BPB
61
Badgley, Phelps & Bell
Washington
$37.1M -$45.3K -1,485 -0.1%
EB
62
Eastern Bank
Massachusetts
$36.1M -$550K -18,025 -1%
PFM
63
Phillips Financial Management
Indiana
$35.7M +$346K +11,335 +1%
BP
64
Ballentine Partners
Massachusetts
$35.6M -$825K -27,040 -2%
CNB
65
City National Bank
California
$35.4M -$689K -22,585 -2%
DIP
66
DT Investment Partners
Pennsylvania
$34.4M +$1.11M +36,420 +3%
Principal Financial Group
67
Principal Financial Group
Iowa
$34.4M +$497K +16,290 +1%
SMM
68
Stadion Money Management
Georgia
$34M -$37.4M -1,227,455 -52%
AFG
69
Arkansas Financial Group
Arkansas
$33.2M +$1.33M +43,665 +4%
SOMRS
70
State of Michigan Retirement System
Michigan
$33.2M +$5.49M +180,000 +19%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$32.9M +$1.18M +38,585 +4%
NMIS
72
Northwestern Mutual Investment Services
Wisconsin
$32.5M +$3.99M +130,665 +14%
BFA
73
BlackRock Fund Advisors
California
$32.3M +$2.07M +67,855 +7%
Truist Financial
74
Truist Financial
North Carolina
$31.6M +$4.83M +158,390 +18%
PA
75
Planning Alternatives
Michigan
$31.4M +$616K +20,195 +2%

IJH Hedge Fund Activity: Q2 2015 in Review

632 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2015, worth a combined $17.9B — up 3.4% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IJH positions and 30 closed out — a net gain of 16 holders — while 304 added to existing stakes and 188 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $227M. The largest seller was Virtu Financial, exiting entirely with an estimated $57.1M sold.

  • 632 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2015, up from 624 in Q1 2015.
  • Funds reported $17.9B of iShares Core S&P Mid-Cap ETF stock for Q2 2015, up 3.4% quarter-over-quarter.
  • 46 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2015 and 30 closed out, a net change of +16 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2015 was BlackRock Institutional Trust, an estimated $227M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2015 was Virtu Financial, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2015.