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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
NA
101
Nottingham Advisors
New York
$20M -$873K -30,560 -4%
CBB
102
Citizens Business Bank
California
$19.8M +$1.49M +52,015 +8%
BHWM
103
Bar Harbor Wealth Management
New Hampshire
$19.4M -$125K -4,375 -0.6%
Bessemer Group
104
Bessemer Group
New Jersey
$19.4M +$8.84M +309,305 +80%
PAG
105
Private Advisor Group
New Jersey
$19.1M +$2.43M +85,170 +14%
TAT
106
TD Ameritrade Trust
Colorado
$18.5M -$509K -17,800 -3%
HFA
107
High Falls Advisors
New York
$18.1M +$18.6M +649,300 New
SPC
108
Sigma Planning Corp
Michigan
$18.1M -$594K -20,780 -3%
AI
109
Atria Investments
North Carolina
$17.9M +$16.3M +569,375 +485%
MCM
110
MAI Capital Management
Ohio
$17.5M +$2.5M +87,335 +16%
FWM
111
FFT Wealth Management
Pennsylvania
$17.3M +$17.8M +621,935 New
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
$17.2M -$4.25M -148,635 -19%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$17.1M +$9.07M +317,390 +107%
PRS
114
Pinkerton Retirement Specialists
Idaho
$16.7M +$17.2M +600,570 New
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$16.6M +$3.06M +107,250 +22%
PA
116
Planning Alternatives
Michigan
$16.5M -$877K -30,680 -5%
Truist Financial
117
Truist Financial
North Carolina
$16.3M -$4.08M -142,800 -20%
LTFS
118
Ladenburg Thalmann Financial Services
Florida
$16.1M -$2.36M -82,615 -12%
CCWA
119
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.9M +$4.5M +157,440 +38%
BFA
120
Beaumont Financial Advisors
Massachusetts
$15.8M +$164K +5,735 +1%
LP
121
LGL Partners
Pennsylvania
$15.6M +$16M +558,830 New
EDRH
122
Edmond de Rothschild Holding
Switzerland
$15.2M -$1M -35,155 -6%
HI
123
Hudock Inc
Pennsylvania
$15.1M +$251K +8,770 +2%
LCOV
124
London Company of Virginia
Virginia
$15M +$11.8M +411,875 +321%
FNBOH
125
First National Bank of Hutchinson
Kansas
$15M -$567K -19,840 -4%

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.