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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
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$9.34M -$28.2M -926,170 -74%
CAM
152
Congress Asset Management
Massachusetts
$9.29M -$1.86M -61,125 -16%
CB
153
Community Bank
New York
$9.29M -$1.52K -50 -0%
HMC
154
Harvard Management Company
Massachusetts
$9.18M +$142K +4,655 +2%
NPC
155
National Planning Corporation
California
$8.89M +$1.84M +60,465 +26%
MCM
156
MAI Capital Management
Ohio
$8.8M +$2.25M +73,875 +34%
IF
157
Ironwood Financial
Arizona
$8.62M +$69.7K +2,285 +0.8%
CAN
158
Cetera Advisor Networks
California
$8.48M
CA
159
Cetera Advisors
Colorado
$8.39M +$3.64M +119,220 +74%
PFG
160
Pacific Financial Group
Washington
$8.37M +$675K +22,140 +9%
MSA
161
Mason Street Advisors
Wisconsin
$8.35M
TCM
162
Traynor Capital Management
Pennsylvania
$8.1M +$895K +29,340 +12%
SFI
163
SPC Financial Inc
Maryland
$8.07M -$121K -3,975 -1%
CPO
164
Cerity Partners OCIO
New York
$7.99M +$319K +10,475 +4%
HCA
165
Horan Capital Advisors
Ohio
$7.99M +$234K +7,675 +3%
RWM
166
Rezny Wealth Management
Florida
$7.86M +$448K +14,675 +6%
NAM
167
NTV Asset Management
West Virginia
$7.78M +$15.3K +500 +0.2%
BFM
168
Boston Financial Management
Massachusetts
$7.65M +$252K +8,275 +3%
MC
169
Martin & Co
Tennessee
$7.58M -$3.05K -100 -0%
LWM
170
LBA Wealth Management
Florida
$7.57M +$1.12M +36,870 +17%
UBS AM
171
UBS AM
Illinois
$7.39M -$161K -5,295 -2%
SAS
172
Stelac Advisory Services
New York
$7.34M +$2.43M +79,575 +46%
CC
173
Courier Capital
New York
$7.27M +$248K +8,135 +3%
CW
174
Cobiz Wealth
Colorado
$7.25M +$884K +28,990 +14%
CPIG
175
Chicago Partners Investment Group
Illinois
$7.22M -$262K -8,590 -3%

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.