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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
BFM
201
Boston Financial Management
Massachusetts
$7.58M -$270K -8,740 -3%
AAS
202
Annex Advisory Services
Wisconsin
$7.5M -$4.79K -155 -0.1%
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$7.48M +$1.11M +36,060 +18%
RCAG
204
Rehmann Capital Advisory Group
Michigan
$7.38M +$190K +6,140 +3%
AMG
205
Asset Management Group
Connecticut
$7.37M -$12.1K -390 -0.2%
PMG
206
ProVise Management Group
Florida
$7.31M -$101K -3,255 -1%
LA
207
Lynch & Associates
Indiana
$7.24M +$425K +13,755 +6%
WCM
208
Windsor Capital Management
Arizona
$7.22M +$109K +3,540 +2%
TCM
209
Towercrest Capital Management
Pennsylvania
$7.17M +$269K +8,695 +4%
CS
210
Credit Suisse
Switzerland
$7.17M +$5.57M +180,245 +351%
NCM
211
Neumann Capital Management
California
$7.14M -$216K -7,000 -3%
UBS AM
212
UBS AM
Illinois
$7M -$95.2K -3,080 -1%
TCM
213
Traynor Capital Management
Pennsylvania
$6.95M +$342K +11,050 +5%
FHA
214
First Horizon Advisors
Tennessee
$6.94M +$2.42M +78,395 +53%
BPC
215
Banque Pictet & Cie
Switzerland
$6.91M
RBCM
216
Raub Brock Capital Management
California
$6.89M +$137K +4,425 +2%
BTS
217
BB&T Securities
Virginia
$6.87M +$1.28M +41,440 +23%
VC
218
Vicus Capital
Pennsylvania
$6.86M +$6.62M +214,180 +2,837%
FPFS
219
First Personal Financial Services
North Carolina
$6.84M +$138K +4,455 +2%
GT
220
Glenmede Trust
Pennsylvania
$6.8M +$1.41M +45,610 +26%
NCM
221
Novare Capital Management
North Carolina
$6.78M +$163K +5,270 +2%
NAM
222
NTV Asset Management
West Virginia
$6.76M -$30.9K -1,000 -0.5%
LPT
223
Legacy Private Trust
Wisconsin
$6.72M -$1.9M -61,545 -22%
BC
224
Brinker Capital
Pennsylvania
$6.69M -$62.9K -2,035 -0.9%
TWM
225
Torch Wealth Management
Ohio
$6.69M +$134K +4,350 +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.