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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
FMWA
151
Forvis Mazars Wealth Advisors
Missouri
$14.3M -$125K -4,040 -0.9%
WIP
152
Wellesley Investment Partners
Massachusetts
$14.1M -$69.1K -2,235 -0.5%
SGAM
153
Steinberg Global Asset Management
Florida
$14M -$168K -5,435 -1%
LIM
154
Leavell Investment Management
Alabama
$13.7M +$84.8K +2,745 +0.6%
HFA
155
High Falls Advisors
New York
$13.6M -$6.49M -209,860 -32%
GT
156
Greenleaf Trust
Michigan
$13.6M +$3.28M +106,275 +32%
BOH
157
Bank of Hawaii
Hawaii
$13.4M +$13.4M +434,315 New
TF
158
Tompkins Financial
New York
$12.8M -$229K -7,425 -2%
SI
159
SII Investments
Wisconsin
$12.7M +$2.03M +65,650 +19%
CTA
160
Chesley Taft & Associates
Illinois
$12.5M +$339K +10,955 +3%
Citigroup
161
Citigroup
New York
$12.1M +$1.52M +49,080 +14%
CONA
162
Capital One National Association
New York
$12.1M +$6.08M +196,660 +102%
GIM
163
Goelzer Investment Management
Indiana
$11.8M -$63.8K -2,065 -0.5%
LWM
164
LBA Wealth Management
Florida
$11.8M +$359K +11,615 +3%
KCM
165
Kanawha Capital Management
Virginia
$11.1M -$482K -15,610 -4%
CA
166
Cetera Advisors
Colorado
$11M +$6.93M +224,200 +169%
VCM
167
Vision Capital Management
Oregon
$11M -$139K -4,505 -1%
MSA
168
Mason Street Advisors
Wisconsin
$11M -$546K -17,650 -5%
HCA
169
Horan Capital Advisors
Ohio
$10.8M -$2.81M -90,995 -21%
CPIG
170
Chicago Partners Investment Group
Illinois
$10.8M +$303K +9,815 +3%
CCMG
171
Clark Capital Management Group
Pennsylvania
$10.7M +$465K +15,060 +5%
LSERS
172
Louisiana State Employees Retirement System
Louisiana
$10.7M -$3.69M -119,500 -26%
MBT
173
Montecito Bank & Trust
California
$10.7M -$221K -7,160 -2%
TCM
174
Twele Capital Management
Minnesota
$10.6M +$15.5K +500 +0.1%
FAAS
175
First Allied Advisory Services
California
$10.6M +$5.46M +176,810 +106%

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.