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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
CC
76
Cedar Capital
Illinois
$34.1M -$52.8M -1,707,065 -61%
PIM
77
Parker Investment Management
California
$33.9M -$10.5M -338,365 -24%
CPO
78
Cerity Partners OCIO
New York
$33.8M +$348K +11,255 +1%
Truist Financial
79
Truist Financial
North Carolina
$33.5M +$4.1M +132,515 +14%
JCM
80
Janney Capital Management
Pennsylvania
$32.8M +$32.1M +1,040,110 +5,028%
Lazard Asset Management
81
Lazard Asset Management
New York
$32.3M -$323K -10,460 -1%
CCFCSB
82
Cape Cod Five Cents Savings Bank
Massachusetts
$31.9M +$1.01M +32,800 +3%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$31.6M +$10M +324,835 +47%
MG
84
Mather Group
Illinois
$31.4M +$1.27M +41,250 +4%
CFG
85
Citizens Financial Group
Rhode Island
$31.1M +$101K +3,280 +0.3%
LTFS
86
Ladenburg Thalmann Financial Services
Florida
$29M +$1.43M +46,385 +5%
AI
87
Atria Investments
North Carolina
$29M -$187K -6,055 -0.6%
DWM
88
Destination Wealth Management
California
$28.3M +$221K +7,145 +0.8%
GC
89
Grimes & Company
Massachusetts
$28.1M +$107K +3,455 +0.4%
EWM
90
Evermay Wealth Management
Virginia
$28M +$2.99M +96,875 +12%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$27.9M +$240K +7,760 +0.9%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$27.7M +$264K +8,535 +1%
BIM
93
Bridges Investment Management
Nebraska
$27.6M +$1.33M +43,185 +5%
ERSOT
94
Employees Retirement System of Texas
Texas
$27.4M +$7.26M +235,000 +36%
TFO
95
Tarbox Family Office
California
$27M +$2.16M +69,875 +9%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$27M +$7.77M +251,530 +41%
BOS
97
Bank of Stockton
California
$26.9M +$583K +18,850 +2%
FIM
98
Foresters Investment Management
New York
$26.8M +$2.43M +78,750 +10%
PAG
99
Private Advisor Group
New Jersey
$26.8M -$4.78M -154,725 -15%
NMIMC
100
Northwestern Mutual Investment Management Company
Wisconsin
$26.7M +$3.86M +124,800 +17%

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.