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iShares Core S&P Mid-Cap ETF

918 hedge funds and large institutions have $25.4B invested in iShares Core S&P Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 455 increasing their positions, 266 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 29

101% more call options, than puts

Call options by funds: $27.9M | Put options by funds: $13.9M

71% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 266

13% more capital invested

Capital invested by funds: $22.6B → $25.4B (+$2.84B)

11% more funds holding in top 10

Funds holding in top 10: 177196 (+19)

6% more funds holding

Funds holding: 869918 (+49)

0.19% less ownership

Funds ownership: 326.63%326.44% (-0.19%)

Holders
918
Holders Change
+49
Holders Change %
+5.64%
% of All Funds
22.85%
Holding in Top 10
196
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.73%
% of All Funds
4.88%
New
87
Increased
455
Reduced
266
Closed
29
Calls
$27.9M
Puts
$13.9M
Net Calls
+$14M
Net Calls Change
-$3.72M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
226
Arcus Capital Partners
Georgia
$9.66M +$1.02M +30,060 +12%
PWS
227
Paragon Wealth Strategies
Florida
$9.65M +$285K +8,375 +3%
CPA
228
Capital Planning Advisors
California
$9.6M +$910K +26,750 +11%
VC
229
Vestor Capital
Illinois
$9.44M +$339K +9,965 +4%
BFM
230
Boston Financial Management
Massachusetts
$9.41M +$977K +28,710 +12%
CC
231
Chanos & Company
New York
$9.14M -$889K -26,115 -9%
WAM
232
Watermark Asset Management
California
$9.08M +$9.02M +265,115 New
AAS
233
Annex Advisory Services
Wisconsin
$9.04M +$338K +9,945 +4%
RMDI
234
R.M. Davis Inc
Maine
$8.94M +$2.93M +86,090 +49%
CNC
235
Citizens & Northern Corp
Pennsylvania
$8.82M -$1.36M -40,005 -13%
NC
236
NewSquare Capital
Pennsylvania
$8.67M +$1.39M +40,825 +19%
IF
237
Ironwood Financial
Arizona
$8.56M -$28.8K -845 -0.3%
NA
238
Neuburgh Advisers
California
$8.52M +$312K +9,180 +4%
FTIOP
239
Fiduciary Trust International of Pennsylvania
Pennsylvania
$8.49M +$3.53M +103,585 +72%
WCM
240
Windsor Capital Management
Arizona
$8.41M +$217K +6,375 +3%
AMG
241
Asset Management Group
Connecticut
$8.19M -$56.7K -1,665 -0.7%
BTNA
242
Bremer Trust National Association
Minnesota
$8.16M +$1.11M +32,655 +16%
CWM
243
Calamos Wealth Management
Illinois
$8.15M +$2.62M +77,005 +48%
PWLP
244
Prio Wealth Limited Partnership
Massachusetts
$8.1M +$371K +10,915 +5%
FPFS
245
First Personal Financial Services
North Carolina
$8M +$393K +11,550 +5%
LA
246
Lynch & Associates
Indiana
$7.96M +$79.6K +2,340 +1%
NCM
247
Novare Capital Management
North Carolina
$7.88M +$33.4K +980 +0.4%
BIC
248
Bridges Investment Counsel
Nebraska
$7.78M -$945K -27,780 -11%
GT
249
Glenmede Trust
Pennsylvania
$7.74M +$256K +7,515 +3%
TCM
250
Towercrest Capital Management
Pennsylvania
$7.68M -$540K -15,880 -7%

IJH Hedge Fund Activity: Q1 2017 in Review

918 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2017, worth a combined $25.4B — up 13% from $22.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IJH positions and 29 closed out — a net gain of 58 holders — while 455 added to existing stakes and 266 trimmed.

The largest buyer was BlackRock, adding an estimated $800M. The largest seller was State of Wisconsin Investment Board, exiting entirely with an estimated $502M sold.

  • 918 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2017, up from 869 in Q4 2016.
  • Funds reported $25.4B of iShares Core S&P Mid-Cap ETF stock for Q1 2017, up 13% quarter-over-quarter.
  • 87 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2017 and 29 closed out, a net change of +58 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2017 was BlackRock, an estimated $800M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2017 was State of Wisconsin Investment Board, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2017.