We are live on ! Find out more
IJH icon

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
TAT
126
TD Ameritrade Trust
Colorado
$18M -$562K -18,170 -3%
Prudential Financial
127
Prudential Financial
New Jersey
$17.7M -$6.69M -216,500 -27%
EDRH
128
Edmond de Rothschild Holding
Switzerland
$17.3M +$839K +27,155 +5%
EDRM
129
Edmond de Rothschild (Monaco)
Monaco
$17.1M +$17.1M +553,705 New
IA
130
IFP Advisors
Florida
$17.1M +$2.61M +84,590 +18%
AF
131
Affiance Financial
Minnesota
$16.6M +$1.3M +42,115 +8%
CCP
132
Cardan Capital Partners
Colorado
$16.5M +$201K +6,515 +1%
LP
133
LGL Partners
Pennsylvania
$16.5M +$296K +9,570 +2%
TPWA
134
TRUE Private Wealth Advisors
Oregon
$16.4M +$2.6M +84,260 +18%
PRS
135
Pinkerton Retirement Specialists
Idaho
$16.4M +$1.68M +54,390 +11%
TCOV
136
Trust Company of Vermont
Vermont
$16.2M +$937K +30,325 +6%
KA
137
Klingman & Associates
New York
$16.2M +$3.77M +121,995 +30%
FHB
138
First Hawaiian Bank
Hawaii
$16.2M +$1.78M +57,525 +12%
SB
139
Suntrust Banks
Georgia
$16.1M +$272K +8,785 +2%
N
140
Natixis
France
$15.6M +$15.7M +508,705 New
Fiera Capital (Canada)
141
Fiera Capital (Canada)
Quebec, Canada
$15.6M +$253K +8,195 +2%
FNBOH
142
First National Bank of Hutchinson
Kansas
$15.5M -$495K -16,010 -3%
SFS
143
Summit Financial Strategies
Ohio
$15.3M -$272K -8,805 -2%
HSBC Holdings
144
HSBC Holdings
United Kingdom
$15.2M -$32.8K -1,060 -0.2%
JWA
145
JFS Wealth Advisors
Pennsylvania
$15M -$85.3K -2,760 -0.6%
HI
146
Hudock Inc
Pennsylvania
$14.9M -$287K -9,300 -2%
FNT
147
First National Trust
Pennsylvania
$14.8M +$1.16M +37,650 +9%
PAM
148
Peninsula Asset Management
Florida
$14.8M +$710K +22,960 +5%
CIR
149
Clear Investment Research
Georgia
$14.7M +$4.12M +133,385 +39%
DCM
150
DeGreen Capital Management
Arizona
$14.4M +$1.53M +49,525 +12%