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iShares Core S&P Mid-Cap ETF

943 hedge funds and large institutions have $26.3B invested in iShares Core S&P Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 433 increasing their positions, 309 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more call options, than puts

Call options by funds: $47.3M | Put options by funds: $9.13M

47% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 45

40% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 309

6.44% more ownership

Funds ownership: 319.84%326.28% (+6.4%)

2% more capital invested

Capital invested by funds: $25.9B → $26.3B (+$467M)

1% more funds holding

Funds holding: 934943 (+9)

2% less funds holding in top 10

Funds holding in top 10: 193189 (-4)

Holders
943
Holders Change
+9
Holders Change %
+0.96%
% of All Funds
23.51%
Holding in Top 10
189
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.07%
% of All Funds
4.71%
New
66
Increased
433
Reduced
309
Closed
45
Calls
$47.3M
Puts
$9.13M
Net Calls
+$38.2M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
226
R.M. Davis Inc
Maine
$10.6M +$495K +14,205 +5%
AAS
227
Annex Advisory Services
Wisconsin
$10.6M +$627K +17,990 +6%
MA
228
MUFG Americas
New York
$10.6M -$165K -4,745 -2%
CS
229
Credit Suisse
Switzerland
$10.5M +$10.2M +294,210 New
CA
230
Cambridge Advisors
Nebraska
$10.5M
BFM
231
Boston Financial Management
Massachusetts
$10.4M +$55.6K +1,595 +0.6%
PA
232
Parallel Advisors
California
$10.3M -$14.8K -425 -0.2%
DSAM
233
Dock Street Asset Management
Florida
$10.2M -$173K -4,955 -2%
RCAG
234
Rehmann Capital Advisory Group
Michigan
$10M -$523K -15,030 -5%
CTA
235
Colonial Trust Advisors
South Carolina
$9.95M +$792K +22,740 +9%
Geode Capital Management
236
Geode Capital Management
Massachusetts
$9.43M
ERSOT
237
Employees Retirement System of Texas
Texas
$9.41M -$5.56M -159,500 -38%
AA
238
Advisory Alpha
Michigan
$9.28M +$4.55M +130,740 +106%
TPWA
239
TRUE Private Wealth Advisors
Oregon
$9.11M -$66.9K -1,920 -0.7%
CNC
240
Citizens & Northern Corp
Pennsylvania
$9.08M -$143K -4,120 -2%
IF
241
Ironwood Financial
Arizona
$8.98M +$95.8K +2,750 +1%
SPIA
242
Steward Partners Investment Advisory
New York
$8.92M -$81.2K -2,330 -0.9%
NA
243
Neuburgh Advisers
California
$8.85M -$47.4K -1,360 -0.5%
LA
244
Lynch & Associates
Indiana
$8.85M +$229K +6,585 +3%
AMG
245
Asset Management Group
Connecticut
$8.78M +$85K +2,440 +1%
WCM
246
Windsor Capital Management
Arizona
$8.74M
Millennium Management
247
Millennium Management
New York
$8.73M +$4.42M +126,775 +108%
LNB
248
Ledyard National Bank
$8.68M +$929K +26,660 +12%
WT
249
Whittier Trust
California
$8.67M +$349K +10,030 +4%
QI
250
QS Investors
New York
$8.67M +$1.34M +38,610 +19%

IJH Hedge Fund Activity: Q3 2017 in Review

943 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2017, worth a combined $26.3B — up 1.8% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IJH positions and 45 closed out — a net gain of 21 holders — while 433 added to existing stakes and 309 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $286M. The largest seller was JP Morgan Chase, cutting an estimated $418M.

  • 943 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2017, up from 934 in Q2 2017.
  • Funds reported $26.3B of iShares Core S&P Mid-Cap ETF stock for Q3 2017, up 1.8% quarter-over-quarter.
  • 66 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2017 and 45 closed out, a net change of +21 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2017 was Envestnet Asset Management, an estimated $286M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2017 was JP Morgan Chase, an estimated $418M sold.

Based on aggregated 13F filings for Q3 2017.