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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
MA
176
MUFG Americas
New York
$10.5M -$208K -6,735 -2%
CI
177
Conning Inc
Connecticut
$10.5M -$1.47M -47,500 -12%
B
178
Bailard
California
$10.4M +$3.59M +116,215 +53%
IH
179
IFC Holdings
Florida
$10.3M -$1.24M -40,085 -11%
PBO
180
Peoples Bank (Ohio)
Ohio
$10.2M -$176K -5,700 -2%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$10.1M +$2.54M +82,205 +34%
MSWM
182
Mader & Shannon Wealth Management
Missouri
$10.1M +$10.1M +327,205 New
ACM
183
Armbruster Capital Management
New York
$10.1M +$132K +4,285 +1%
FFS
184
Founders Financial Securities
Maryland
$10.1M +$8.66M +280,055 +621%
CIM
185
CIM Investment Management
Pennsylvania
$9.96M +$102K +3,285 +1%
CASB
186
Cape Ann Savings Bank
Massachusetts
$9.82M +$112K +3,625 +1%
ACP
187
Arcus Capital Partners
Georgia
$9.63M -$1.01M -32,725 -10%
CA
188
Cambridge Advisors
Nebraska
$9.63M -$77.3K -2,500 -0.8%
CNC
189
Citizens & Northern Corp
Pennsylvania
$9.55M -$417K -13,490 -4%
HPBT
190
High Point Bank & Trust
North Carolina
$9.37M -$39.7K -1,285 -0.4%
CB
191
Community Bank
New York
$9.29M -$161K -5,220 -2%
SB
192
Simmons Bank
Arkansas
$9.26M +$404K +13,065 +5%
HMC
193
Harvard Management Company
Massachusetts
$9.26M -$36.8K -1,190 -0.4%
DADC
194
D.A. Davidson & Co
Montana
$9.06M +$7.1M +229,695 +364%
BIC
195
Bridges Investment Counsel
Nebraska
$9.05M +$1.4M +45,200 +18%
GWM
196
Geneos Wealth Management
Colorado
$8.8M +$2.99M +96,890 +52%
SFG
197
StrategIQ Financial Group
Indiana
$8.73M -$460K -14,870 -5%
VC
198
Vestor Capital
Illinois
$8.41M +$157K +5,090 +2%
CC
199
Courier Capital
New York
$7.75M -$80.5K -2,605 -1%
IF
200
Ironwood Financial
Arizona
$7.65M -$144K -4,655 -2%

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.