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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
RBCM
251
Raub Brock Capital Management
California
$7.63M -$102K -3,000 -1%
PMG
252
ProVise Management Group
Florida
$7.6M -$177K -5,215 -2%
BPC
253
Banque Pictet & Cie
Switzerland
$7.56M
WT
254
Whittier Trust
California
$7.56M +$1.97M +57,930 +36%
PJSIMP
255
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.54M +$407K +11,970 +6%
NCM
256
Neumann Capital Management
California
$7.54M -$272K -8,000 -4%
LPL Financial
257
LPL Financial
California
$7.45M +$675K +19,825 +10%
JIC
258
Johnson Investment Counsel
Ohio
$7.44M +$108K +3,185 +1%
Citadel Advisors
259
Citadel Advisors
Florida
$7.44M +$2.16M +63,460 +41%
TWM
260
Torch Wealth Management
Ohio
$7.34M -$62.1K -1,825 -0.8%
SHCM
261
Stokes & Hubbell Capital Management
Louisiana
$7.17M +$3M +88,070 +73%
DADC
262
D.A. Davidson & Co
Montana
$7.12M -$3.11M -91,295 -31%
WPA
263
West Paces Advisors
Georgia
$7.12M +$6.9M +202,695 +3,917%
MCTIC
264
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$7.08M
AIA
265
Allegis Investment Advisors
Idaho
$7.07M +$6.28M +184,505 +841%
FCM
266
Flinton Capital Management
Pennsylvania
$7.01M +$257K +7,560 +4%
CFGF
267
Compass Financial Group (Florida)
Florida
$6.95M +$104K +3,070 +2%
CAI
268
Capital Advisors Inc
Oklahoma
$6.91M +$2.45M +72,100 +56%
CW
269
Cobiz Wealth
Colorado
$6.86M +$325K +9,550 +5%
Brown Advisory
270
Brown Advisory
Maryland
$6.75M +$356K +10,460 +6%
WI
271
WrapManager Inc
California
$6.74M -$79.6K -2,340 -1%
PPA
272
Parametric Portfolio Associates
Washington
$6.59M +$892K +26,205 +16%
LC
273
Lubar & Co
Wisconsin
$6.58M +$6.53M +192,000 New
Schroder Investment Management Group
274
Schroder Investment Management Group
United Kingdom
$6.53M +$425K +12,475 +7%
VIM
275
VCU Investment Management
Virginia
$6.42M

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.