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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
PPA
251
Parametric Portfolio Associates
Washington
$8.65M -$21.9K -630 -0.3%
PJSIMP
252
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.6M +$12.2K +350 +0.1%
TRCT
253
Tower Research Capital (TRC)
New York
$8.56M -$3.97M -114,020 -32%
FPFS
254
First Personal Financial Services
North Carolina
$8.43M +$40.8K +1,170 +0.5%
SHCM
255
Stokes & Hubbell Capital Management
Louisiana
$8.16M +$185K +5,315 +2%
RWM
256
Ritholtz Wealth Management
New York
$8.14M +$1.02M +29,320 +15%
GT
257
Glenmede Trust
Pennsylvania
$8.09M +$522 +15 +0%
WPA
258
West Paces Advisors
Georgia
$8.05M +$506K +14,525 +7%
BPC
259
Banque Pictet & Cie
Switzerland
$7.92M +$20.2K +580 +0.3%
CFD
260
Creative Financial Designs
Indiana
$7.91M +$2.36M +67,630 +44%
RBCM
261
Raub Brock Capital Management
California
$7.91M +$27K +775 +0.4%
MJRIC
262
Mogy Joel R Investment Counsel
California
$7.89M +$502K +14,425 +7%
PFPT
263
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.82M -$276K -7,915 -3%
NCM
264
Neumann Capital Management
California
$7.82M +$33.6K +965 +0.4%
FLPIM
265
F.L. Putnam Investment Management
Massachusetts
$7.76M +$7.55M +216,850 New
JIC
266
Johnson Investment Counsel
Ohio
$7.75M -$113K -3,240 -1%
PMG
267
ProVise Management Group
Florida
$7.66M +$16.9K +485 +0.2%
TWM
268
Torch Wealth Management
Ohio
$7.64M -$16.9K -485 -0.2%
BTNA
269
Bremer Trust National Association
Minnesota
$7.57M -$323K -9,260 -4%
NA
270
NewEdge Advisors
Louisiana
$7.53M -$893K -25,640 -11%
NFG
271
Nations Financial Group
Iowa
$7.47M +$762K +21,880 +12%
CFGF
272
Compass Financial Group (Florida)
Florida
$7.37M +$70.5K +2,025 +1%
FCM
273
Flinton Capital Management
Pennsylvania
$7.29M -$39K -1,120 -0.5%
LSERS
274
Louisiana State Employees Retirement System
Louisiana
$7.2M -$6.1M -175,000 -47%
WI
275
WrapManager Inc
California
$7.18M -$26.5K -760 -0.4%

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.