We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

636 hedge funds and large institutions have $16.3B invested in iShares Core S&P Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 278 increasing their positions, 210 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $13M | Put options by funds: $3.31M

32% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 210

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

1% more funds holding

Funds holding: 632636 (+4)

2.17% less ownership

Funds ownership: 332.23%330.05% (-2.2%)

4% less funds holding in top 10

Funds holding in top 10: 120115 (-5)

9% less capital invested

Capital invested by funds: $17.9B → $16.3B (-$1.54B)

Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
17.76%
Holding in Top 10
115
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.17%
% of All Funds
3.21%
New
45
Increased
278
Reduced
210
Closed
36
Calls
$13M
Puts
$3.31M
Net Calls
+$9.67M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
176
New England Private Wealth Advisors
Massachusetts
$6.34M +$216K +7,425 +3%
NCM
177
Neumann Capital Management
California
$6.18M +$117K +4,025 +2%
CA
178
Cambridge Advisors
Nebraska
$6.1M
BPC
179
Banque Pictet & Cie
Switzerland
$6.07M
BC
180
Brinker Capital
Pennsylvania
$6.05M +$6.41M +220,530 New
NCM
181
Novare Capital Management
North Carolina
$6M +$222K +7,620 +4%
FA
182
FDx Advisors
Illinois
$5.96M +$6.35M +218,245 New
Schroder Investment Management Group
183
Schroder Investment Management Group
United Kingdom
$5.87M +$12.4K +425 +0.2%
GIM
184
Goelzer Investment Management
Indiana
$5.84M -$183K -6,290 -3%
LA
185
Lynch & Associates
Indiana
$5.75M +$35.3K +1,215 +0.6%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$5.73M +$77K +2,650 +1%
KA
187
Klingman & Associates
New York
$5.71M +$1.28M +43,955 +27%
TCM
188
Towercrest Capital Management
Pennsylvania
$5.64M +$255K +8,785 +4%
FPCM
189
Financial Partners Capital Management
New York
$5.6M +$439K +15,100 +8%
CAM
190
Capstone Asset Management
Texas
$5.55M -$45.8K -1,575 -0.8%
CASB
191
Cape Ann Savings Bank
Massachusetts
$5.52M +$290K +9,970 +5%
RCAG
192
Rehmann Capital Advisory Group
Michigan
$5.5M +$48.7K +1,675 +0.8%
TWM
193
Torch Wealth Management
Ohio
$5.43M -$29.1K -1,000 -0.5%
CIM
194
CIM Investment Management
Pennsylvania
$5.35M +$80K +2,750 +1%
WCM
195
Windsor Capital Management
Arizona
$5.32M +$211K +7,260 +4%
VC
196
Vestor Capital
Illinois
$5.29M +$5.56M +191,285 +8,734%
PAA
197
Peregrine Asset Advisers
Oregon
$5.17M -$5.64M -194,025 -51%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$5.09M +$91.9K +3,160 +2%
AF
199
Affiance Financial
Minnesota
$5.05M +$2.41M +83,045 +82%
Franklin Resources
200
Franklin Resources
California
$5.02M +$43K +1,480 +0.8%

IJH Hedge Fund Activity: Q3 2015 in Review

636 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2015, worth a combined $16.3B — down 8.6% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IJH positions and 36 closed out — a net gain of 9 holders — while 278 added to existing stakes and 210 trimmed.

The largest buyer was State of Wisconsin Investment Board, opening a new position worth an estimated $446M. The largest seller was Good Harbor Financial, cutting an estimated $412M.

  • 636 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2015, up from 632 in Q2 2015.
  • Funds reported $16.3B of iShares Core S&P Mid-Cap ETF stock for Q3 2015, down 8.6% quarter-over-quarter.
  • 45 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2015 and 36 closed out, a net change of +9 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2015 was State of Wisconsin Investment Board, an estimated $446M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2015 was Good Harbor Financial, an estimated $412M sold.

Based on aggregated 13F filings for Q3 2015.