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iShares Core S&P Mid-Cap ETF

752 hedge funds and large institutions have $19.2B invested in iShares Core S&P Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 331 increasing their positions, 234 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 24

62% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $11.3M

41% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 234

4% more funds holding

Funds holding: 722752 (+30)

5% more capital invested

Capital invested by funds: $18.3B → $19.2B (+$899M)

3% less funds holding in top 10

Funds holding in top 10: 146142 (-4)

11.04% less ownership

Funds ownership: 331.35%320.31% (-11%)

Holders
752
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
20.06%
Holding in Top 10
142
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.74%
% of All Funds
3.79%
New
68
Increased
331
Reduced
234
Closed
24
Calls
$18.3M
Puts
$11.3M
Net Calls
+$6.99M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
51
State of Michigan Retirement System
Michigan
$49M
AQR Capital Management
52
AQR Capital Management
Connecticut
$48.9M -$444K -14,380 -0.9%
BFA
53
BlackRock Fund Advisors
California
$48.6M +$1.69M +54,650 +4%
APCM
54
Alaska Permanent Capital Management
Alaska
$45.9M -$1.25M -40,400 -3%
SHGA
55
Sand Hill Global Advisors
California
$45.6M -$303K -9,815 -0.7%
DIP
56
DT Investment Partners
Pennsylvania
$45.5M +$391K +12,635 +0.9%
SIC
57
Sigma Investment Counselors
Michigan
$44.8M +$1.06M +34,380 +2%
LWA
58
Lenox Wealth Advisors
New York
$44.7M -$2.16M -69,860 -5%
GHA
59
GW Henssler & Associates
Georgia
$43.9M -$969K -31,350 -2%
AA
60
ALPS Advisors
Colorado
$43.8M -$10.8M -350,495 -20%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$43.3M +$1.88M +60,925 +5%
1832 Asset Management
62
1832 Asset Management
Ontario, Canada
$42.1M +$414K +13,400 +1%
AAM
63
Aberdeen Asset Management
United Kingdom
$41.5M +$41.5M +1,341,190 New
AFG
64
Arkansas Financial Group
Arkansas
$40.3M +$959K +31,025 +2%
BP
65
Ballentine Partners
Massachusetts
$40.2M +$629K +20,355 +2%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$39.8M +$1.69M +54,565 +4%
CIA
67
Capital Investment Advisors
Georgia
$39.1M -$431K -13,950 -1%
WSFS
68
Wilmington Savings Fund Society
Delaware
$39.1M -$409K -13,240 -1%
SSB
69
Sandy Spring Bank
Maryland
$39M +$2.5M +81,030 +7%
BPB
70
Badgley, Phelps & Bell
Washington
$38.4M -$224K -7,235 -0.6%
MWM
71
Modera Wealth Management
New Jersey
$37.8M -$687K -22,235 -2%
PFM
72
Phillips Financial Management
Indiana
$37.6M -$267K -8,625 -0.7%
US Bancorp
73
US Bancorp
Minnesota
$36.3M -$523K -16,920 -1%
TC
74
Telemus Capital
Michigan
$35.6M +$9.51M +307,690 +36%
AG
75
Advisor Group
Arizona
$34.3M +$11M +354,990 +47%

IJH Hedge Fund Activity: Q3 2016 in Review

752 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2016, worth a combined $19.2B — up 4.9% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IJH positions and 24 closed out — a net gain of 44 holders — while 331 added to existing stakes and 234 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $158M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $254M.

  • 752 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2016, up from 722 in Q2 2016.
  • Funds reported $19.2B of iShares Core S&P Mid-Cap ETF stock for Q3 2016, up 4.9% quarter-over-quarter.
  • 68 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2016 and 24 closed out, a net change of +44 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2016 was Churchill Management, an estimated $158M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2016 was Northwestern Mutual Wealth Management, an estimated $254M sold.

Based on aggregated 13F filings for Q3 2016.