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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
AMG
176
Asset Management Group
Connecticut
$7.2M -$65.7K -2,155 -0.9%
ONB
177
Old National Bancorp
Indiana
$7.08M -$132K -4,315 -2%
FAAS
178
First Allied Advisory Services
California
$7.07M +$325K +10,660 +5%
HC
179
Highmount Capital
New York
$7.02M +$1.03M +33,850 +17%
BIC
180
Bridges Investment Counsel
Nebraska
$6.97M -$3.81K -125 -0.1%
AAS
181
Annex Advisory Services
Wisconsin
$6.79M +$356K +11,670 +5%
NEPWA
182
New England Private Wealth Advisors
Massachusetts
$6.73M +$21.7K +710 +0.3%
CA
183
Cambridge Advisors
Nebraska
$6.7M +$6.19M +202,900 +993%
NCM
184
Neumann Capital Management
California
$6.67M +$48K +1,575 +0.7%
BPC
185
Banque Pictet & Cie
Switzerland
$6.67M
GIM
186
Goelzer Investment Management
Indiana
$6.6M +$366K +12,005 +6%
FWCM
187
First Western Capital Management
California
$6.56M -$2.17M -71,000 -25%
CI
188
Conning Inc
Connecticut
$6.53M +$399K +13,085 +6%
MFS
189
MSI Financial Services
Massachusetts
$6.51M +$748K +24,525 +13%
AG
190
Appleton Group
Wisconsin
$6.49M +$95.5K +3,130 +1%
FF
191
Friedenthal Financial
New Jersey
$6.46M +$6.57M +215,525 New
Schroder Investment Management Group
192
Schroder Investment Management Group
United Kingdom
$6.41M +$39.6K +1,300 +0.6%
NCM
193
Novare Capital Management
North Carolina
$6.36M +$154K +5,065 +2%
CCWA
194
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.31M +$1.94M +63,630 +43%
LA
195
Lynch & Associates
Indiana
$6.27M -$211K -6,925 -3%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$6.21M -$470K -15,400 -7%
CAM
197
Capstone Asset Management
Texas
$6.14M -$300K -9,835 -5%
TWM
198
Torch Wealth Management
Ohio
$6M +$985K +32,310 +19%
RCAG
199
Rehmann Capital Advisory Group
Michigan
$5.99M +$685K +22,470 +13%
TCM
200
Towercrest Capital Management
Pennsylvania
$5.93M +$28.8K +945 +0.5%

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.