iShares Core S&P Mid-Cap ETF
IJH
1,097 hedge funds and large institutions have $29.3B invested in iShares Core S&P Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 426 increasing their positions, 343 reducing their positions, and 40 closing their positions.
410% more first-time investments, than exits
New positions opened: 204 | Existing positions closed: 40
64% more call options, than puts
Call options by funds: $29.7M | Put options by funds: $18.1M
24% more repeat investments, than reductions
Existing positions increased: 426 | Existing positions reduced: 343
16% more funds holding
Funds holding: 943 → 1,097 (+154)
15% more funds holding in top 10
Funds holding in top 10: 189 → 218 (+29)
11% more capital invested
Capital invested by funds: $26.3B → $29.3B (+$2.95B)
4.08% more ownership
Funds ownership: 326.28% → 330.35% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$195M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$135M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$121M |
| 4 |
LPL Financial
San Diego,
California
|
+$101M |
| 5 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
+$81.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Sentry Investment Management
Stevens Point,
Wisconsin
|
-$148M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$101M |
| 3 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$54.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$50.7M |
| 5 |
JP Morgan Chase
New York
|
-$43.3M |
IJH Hedge Fund Activity: Q4 2017 in Review
1,097 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2017, worth a combined $29.3B — up 11% from $26.3B a quarter earlier.
Buyers outnumbered sellers: 204 funds opened new IJH positions and 40 closed out — a net gain of 164 holders — while 426 added to existing stakes and 343 trimmed.
The largest buyer was Wells Fargo, adding an estimated $195M. The largest seller was Sentry Investment Management, exiting entirely with an estimated $148M sold.
- 1,097 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2017, up from 943 in Q3 2017.
- Funds reported $29.3B of iShares Core S&P Mid-Cap ETF stock for Q4 2017, up 11% quarter-over-quarter.
- 204 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2017 and 40 closed out, a net change of +164 holders.
- The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2017 was Wells Fargo, an estimated $195M added.
- The largest iShares Core S&P Mid-Cap ETF seller in Q4 2017 was Sentry Investment Management, an estimated $148M sold.
Based on aggregated 13F filings for Q4 2017.