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iShares Core S&P Mid-Cap ETF

708 hedge funds and large institutions have $18.1B invested in iShares Core S&P Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 299 increasing their positions, 204 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

301% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $1.4M

286% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 29

47% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 204

15% more funds holding in top 10

Funds holding in top 10: 115132 (+17)

12.53% more ownership

Funds ownership: 330.05%342.59% (+13%)

11% more funds holding

Funds holding: 636708 (+72)

11% more capital invested

Capital invested by funds: $16.3B → $18.1B (+$1.77B)

Holders
708
Holders Change
+72
Holders Change %
+11.32%
% of All Funds
18.57%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
3.46%
New
112
Increased
299
Reduced
204
Closed
29
Calls
$5.6M
Puts
$1.4M
Net Calls
+$4.2M
Net Calls Change
-$5.47M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$4.26B +$140M +4,909,935 +3%
Wells Fargo
2
Wells Fargo
California
$1.86B +$79.8M +2,792,475 +4%
Bank of America
3
Bank of America
North Carolina
$1.13B +$66.5M +2,327,100 +6%
Morgan Stanley
4
Morgan Stanley
New York
$620M +$18.4M +643,610 +3%
EFS
5
Edelman Financial Services
Virginia
$537M +$12.1M +424,185 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$481M +$187M +6,550,130 +61%
BIT
7
BlackRock Institutional Trust
California
$443M +$77.2M +2,702,335 +21%
State of Wisconsin Investment Board
8
State of Wisconsin Investment Board
Wisconsin
$428M
UBS Group
9
UBS Group
Switzerland
$407M +$68M +2,381,350 +19%
LPL Financial
10
LPL Financial
California
$400M +$215M +7,525,120 +107%
KeyBank National Association
11
KeyBank National Association
Ohio
$348M +$6.73M +235,465 +2%
VA
12
Valmark Advisers
Ohio
$314M -$23.7M -829,545 -7%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$310M +$17.6M +614,435 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$224M +$22.8M +796,855 +11%
Northern Trust
15
Northern Trust
Illinois
$204M +$30.8M +1,078,345 +17%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$182M +$39.4M +1,378,450 +27%
RFC
17
Regions Financial Corp
Alabama
$176M +$3.75M +131,140 +2%
BlackRock
18
BlackRock
New York
$154M +$46.4M +1,623,755 +41%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$152M +$37.1M +1,297,720 +31%
Creative Planning
20
Creative Planning
Kansas
$143M +$4.93M +172,605 +3%
AA
21
Alesco Advisors
New York
$136M +$7.14M +249,935 +5%
MIH
22
Madison Investment Holdings
Wisconsin
$123M -$9.96M -348,675 -7%
SIM
23
Sentry Investment Management
Wisconsin
$114M +$10.6M +371,000 +10%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$108M +$4.24M +148,460 +4%
V
25
Veritable
Delaware
$91.7M +$2.19M +76,710 +2%

IJH Hedge Fund Activity: Q4 2015 in Review

708 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2015, worth a combined $18.1B — up 11% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new IJH positions and 29 closed out — a net gain of 83 holders — while 299 added to existing stakes and 204 trimmed.

The largest buyer was LPL Financial, adding an estimated $215M. The largest seller was Goldman Sachs, cutting an estimated $99.2M.

  • 708 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2015, up from 636 in Q3 2015.
  • Funds reported $18.1B of iShares Core S&P Mid-Cap ETF stock for Q4 2015, up 11% quarter-over-quarter.
  • 112 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2015 and 29 closed out, a net change of +83 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2015 was LPL Financial, an estimated $215M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q4 2015 was Goldman Sachs, an estimated $99.2M sold.

Based on aggregated 13F filings for Q4 2015.