We are live on ! Find out more
IJH icon

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
SOMRS
76
State of Michigan Retirement System
Michigan
$30.2M -$671K -23,500 -2%
SSB
77
Sandy Spring Bank
Maryland
$29.7M +$2.6M +91,035 +9%
US Bancorp
78
US Bancorp
Minnesota
$29.1M +$435K +15,240 +1%
IAM
79
ITS Asset Management
Pennsylvania
$28.7M +$29.5M +1,031,140 New
CCFCSB
80
Cape Cod Five Cents Savings Bank
Massachusetts
$28.1M +$352K +12,310 +1%
DWM
81
Destination Wealth Management
California
$28M -$871K -30,470 -3%
SMM
82
Stadion Money Management
Georgia
$27.8M -$9.79M -342,720 -26%
Mariner
83
Mariner
Kansas
$27.5M -$121K -4,230 -0.4%
Stifel Financial
84
Stifel Financial
Missouri
$27.5M +$1.35M +47,355 +5%
JFA
85
JNBA Financial Advisors
Minnesota
$27.1M +$2.94M +103,065 +12%
SIM
86
Sigma Investment Management
Oregon
$26.3M +$27M +943,400 New
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$26.1M +$41K +1,435 +0.2%
FIM
88
Foresters Investment Management
New York
$24.7M +$300K +10,500 +1%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$24.5M +$2.04M +71,360 +9%
BSB
90
Bangor Savings Bank
Maine
$23.9M -$327K -11,445 -1%
AIP
91
Ameritas Investment Partners
Nebraska
$23.8M +$667K +23,345 +3%
MG
92
Mather Group
Illinois
$23.7M +$726K +25,395 +3%
BIC
93
Bridges Investment Counsel
Nebraska
$23.4M
Ameriprise
94
Ameriprise
Minnesota
$22.4M +$3.31M +116,015 +17%
BOS
95
Bank of Stockton
California
$22.3M +$516K +18,060 +2%
BIM
96
Bridges Investment Management
Nebraska
$22.2M +$401K +14,045 +2%
BWM
97
Braver Wealth Management
Massachusetts
$21.9M -$1.09M -38,265 -5%
EWM
98
Evermay Wealth Management
Virginia
$21.6M -$832K -29,130 -4%
TFO
99
Tarbox Family Office
California
$21.1M +$777K +27,180 +4%
Prudential Financial
100
Prudential Financial
New Jersey
$20.6M +$107K +3,750 +0.5%

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.