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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
GHA
51
GW Henssler & Associates
Georgia
$41.9M -$3.46M -121,000 -7%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$41M -$433K -15,170 -1%
MPWT
53
MassMutual Private Wealth & Trust
Connecticut
$40.5M +$28.7M +1,003,995 +223%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$40.2M +$5.62M +196,635 +16%
LWA
55
Lenox Wealth Advisors
New York
$39.5M +$765K +26,775 +2%
Goldman Sachs
56
Goldman Sachs
New York
$39.2M -$99.2M -3,472,070 -71%
SWP
57
Stratos Wealth Partners
Ohio
$39M +$7.61M +266,505 +24%
WSFS
58
Wilmington Savings Fund Society
Delaware
$37.8M +$141K +4,920 +0.4%
SHGA
59
Sand Hill Global Advisors
California
$37.3M +$720K +25,195 +2%
NMIS
60
Northwestern Mutual Investment Services
Wisconsin
$37.2M +$3.76M +131,740 +11%
CIA
61
Capital Investment Advisors
Georgia
$37.1M +$547K +19,135 +1%
BP
62
Ballentine Partners
Massachusetts
$37M +$4.05M +141,680 +12%
JCM
63
Janney Capital Management
Pennsylvania
$35.2M -$755K -26,430 -2%
BPB
64
Badgley, Phelps & Bell
Washington
$34.7M -$133K -4,650 -0.4%
SIC
65
Sigma Investment Counselors
Michigan
$34.6M +$2.13M +74,660 +6%
MWM
66
Modera Wealth Management
New Jersey
$34.3M -$565K -19,775 -2%
HT
67
Hefren-Tillotson
Pennsylvania
$33.5M -$730K -25,560 -2%
AFG
68
Arkansas Financial Group
Arkansas
$33.4M +$1.47M +51,610 +4%
Principal Financial Group
69
Principal Financial Group
Iowa
$32.9M +$557K +19,500 +2%
EB
70
Eastern Bank
Massachusetts
$32.8M -$243K -8,490 -0.7%
TD Asset Management
71
TD Asset Management
Ontario, Canada
$32.6M +$31.3M +1,095,930 +1,456%
DIP
72
DT Investment Partners
Pennsylvania
$31.7M -$155K -5,430 -0.5%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$31.2M +$3.31M +115,825 +12%
PFM
74
Phillips Financial Management
Indiana
$30.9M +$884K +30,950 +3%
CFG
75
Citizens Financial Group
Rhode Island
$30.3M +$30.6M +1,070,530 New

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.