We are live on ! Find out more
IJH icon

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
1832 Asset Management
76
1832 Asset Management
Ontario, Canada
$30.4M +$30.8M +1,009,310 +28,837%
US Bancorp
77
US Bancorp
Minnesota
$29.2M -$537K -17,620 -2%
CCFCSB
78
Cape Cod Five Cents Savings Bank
Massachusetts
$29M +$1.13M +37,105 +4%
FIM
79
Foresters Investment Management
New York
$28.7M
Stifel Financial
80
Stifel Financial
Missouri
$28.6M +$6.36M +208,610 +28%
Mariner
81
Mariner
Kansas
$28.6M -$776K -25,445 -3%
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$28.4M +$3.86M +126,500 +15%
SIC
83
Sigma Investment Counselors
Michigan
$28.1M +$8.64M +283,160 +43%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$27.6M -$626K -20,510 -2%
Prudential Financial
85
Prudential Financial
New Jersey
$26.9M +$1.46M +48,000 +6%
LWMT
86
Legacy Wealth Management (Tennessee)
Tennessee
$26.2M +$2.8M +91,845 +12%
BSB
87
Bangor Savings Bank
Maine
$25.8M +$748K +24,530 +3%
JFA
88
JNBA Financial Advisors
Minnesota
$25.5M +$1.68M +55,005 +7%
FMWA
89
Forvis Mazars Wealth Advisors
Missouri
$25.1M -$1.24M -40,560 -5%
SSB
90
Sandy Spring Bank
Maryland
$24.7M +$7.67M +251,630 +44%
BOS
91
Bank of Stockton
California
$23.6M +$915K +30,010 +4%
BIM
92
Bridges Investment Management
Nebraska
$23.4M +$277K +9,075 +1%
TAT
93
TD Ameritrade Trust
Colorado
$22.5M -$3.78M -124,010 -14%
NA
94
Nottingham Advisors
New York
$22.4M +$20.4K +670 +0.1%
MG
95
Mather Group
Illinois
$21.9M
EWM
96
Evermay Wealth Management
Virginia
$21.9M +$1.2M +39,280 +6%
TFO
97
Tarbox Family Office
California
$21.7M +$580K +19,030 +3%
BWM
98
Braver Wealth Management
Massachusetts
$21.4M -$10.6M -348,820 -33%
BHWM
99
Bar Harbor Wealth Management
New Hampshire
$20.9M -$30.5K -1,000 -0.1%
Ameriprise
100
Ameriprise
Minnesota
$19.8M +$3.24M +106,370 +19%

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.