We are live on ! Find out more
IJH icon

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
LWA
51
Lenox Wealth Advisors
New York
$38M +$3.89M +133,960 +11%
WSFS
52
Wilmington Savings Fund Society
Delaware
$36.9M +$93K +3,200 +0.2%
SMM
53
Stadion Money Management
Georgia
$36.6M +$6.02M +207,080 +18%
SHGA
54
Sand Hill Global Advisors
California
$35.9M +$1.09M +37,360 +3%
CIA
55
Capital Investment Advisors
Georgia
$35.8M +$2.16M +74,175 +6%
JCM
56
Janney Capital Management
Pennsylvania
$35.3M +$37.5M +1,291,370 New
MWM
57
Modera Wealth Management
New Jersey
$34.2M -$671K -23,070 -2%
BPB
58
Badgley, Phelps & Bell
Washington
$34.1M +$417K +14,355 +1%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$34M +$271K +9,315 +0.8%
HT
60
Hefren-Tillotson
Pennsylvania
$33.5M +$35.7M +1,227,750 New
PFM
61
Phillips Financial Management
Indiana
$33.3M -$63.2K -2,175 -0.2%
NMIS
62
Northwestern Mutual Investment Services
Wisconsin
$32.9M +$3.5M +120,415 +11%
BP
63
Ballentine Partners
Massachusetts
$32.4M +$27.8K +955 +0.1%
EB
64
Eastern Bank
Massachusetts
$32.4M -$554K -19,065 -2%
CNB
65
City National Bank
California
$32.3M +$53.1K +1,825 +0.2%
NG
66
NatWest Group
United Kingdom
$32.2M -$2.29M -78,795 -6%
BFA
67
BlackRock Fund Advisors
California
$32M +$2.71M +93,320 +9%
SIC
68
Sigma Investment Counselors
Michigan
$31.9M +$6.75M +232,110 +25%
Principal Financial Group
69
Principal Financial Group
Iowa
$31.8M +$494K +17,000 +1%
AFG
70
Arkansas Financial Group
Arkansas
$31.3M +$1.17M +40,145 +4%
DIP
71
DT Investment Partners
Pennsylvania
$31.2M -$139K -4,775 -0.4%
SWP
72
Stratos Wealth Partners
Ohio
$31M -$3.86M -132,695 -10%
SOMRS
73
State of Michigan Retirement System
Michigan
$30.2M
DWM
74
Destination Wealth Management
California
$28.3M -$14.3M -491,085 -32%
US Bancorp
75
US Bancorp
Minnesota
$28.1M +$1.66M +57,005 +6%

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.