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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
SPC
101
Sigma Planning Corp
Michigan
$19.4M +$6.3M +206,435 +47%
VAM
102
Visionary Asset Management
Texas
$18.7M +$7.23M +237,135 +61%
BlackRock
103
BlackRock
New York
$18.3M +$17.4M +570,295 +1,480%
CBB
104
Citizens Business Bank
California
$18.1M +$3.16M +103,715 +21%
BFA
105
Beaumont Financial Advisors
Massachusetts
$16.8M -$213K -6,985 -1%
KWILP
106
Kiwi Wealth Investments Limited Partnership
New Zealand
$16.6M +$55.4K +1,815 +0.3%
PAG
107
Private Advisor Group
New Jersey
$16.6M +$2.07M +67,775 +14%
MAA
108
Managed Account Advisors
New Jersey
$16.5M +$4.13M +135,410 +33%
BCI
109
Brinker Capital Investments
Pennsylvania
$16.2M +$839K +27,515 +5%
AIG
110
American International Group
New York
$16.1M +$1.49M +48,925 +10%
GH
111
GAM Holding
Switzerland
$16M +$16.2M +532,250 New
HI
112
Hudock Inc
Pennsylvania
$15.8M +$339K +11,130 +2%
EDRH
113
Edmond de Rothschild Holding
Switzerland
$15.7M +$16M +524,920 New
FMBTD
114
First Midwest Bank Trust Division
Illinois
$15.7M -$1.45M -47,495 -8%
LPT
115
Legacy Private Trust
Wisconsin
$15.4M -$1.97M -64,485 -11%
PRS
116
Pinkerton Retirement Specialists
Idaho
$15.4M -$762K -24,980 -5%
FNBOH
117
First National Bank of Hutchinson
Kansas
$15.3M -$1.36M -44,445 -8%
MBT
118
Montecito Bank & Trust
California
$15.1M
SFS
119
Summit Financial Strategies
Ohio
$15.1M -$149K -4,900 -1%
AI
120
Atria Investments
North Carolina
$15.1M +$3.59M +117,865 +31%
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$14.9M +$4.14M +135,825 +38%
PAM
122
Peninsula Asset Management
Florida
$14.4M -$193K -6,325 -1%
CIR
123
Clear Investment Research
Georgia
$14.3M +$411K +13,485 +3%
SB
124
Suntrust Banks
Georgia
$14M +$732K +23,995 +5%
CTA
125
Chesley Taft & Associates
Illinois
$13.8M +$61K +2,000 +0.4%

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.