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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
LNB
276
Ledyard National Bank
$6.34M +$4.43M +130,250 +238%
Manulife (Manufacturers Life Insurance)
277
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.33M +$1.43M +41,980 +29%
SFI
278
SPC Financial Inc
Maryland
$6.31M +$78.8K +2,315 +1%
MJRIC
279
Mogy Joel R Investment Counsel
California
$6.27M +$3.44M +101,035 +123%
BC
280
Brinker Capital
Pennsylvania
$6.24M -$2.79M -82,100 -31%
HSA
281
HBK Sorce Advisory
Pennsylvania
$6.23M +$1.5M +44,040 +32%
ABC
282
Associated Banc-Corp
Wisconsin
$6.21M +$1.54M +45,125 +33%
NA
283
NewEdge Advisors
Louisiana
$6.13M +$2.85M +83,785 +86%
FWCM
284
Ferguson Wellman Capital Management
Oregon
$6.11M -$622K -18,285 -9%
I
285
IberiaBank
Louisiana
$6.08M +$4.53M +132,990 +299%
JWBC
286
J.W. Burns & Co
New York
$6.08M +$952K +27,965 +19%
LFAS
287
Level Four Advisory Services
Texas
$6.06M +$2.29M +67,345 +60%
AIP
288
Ahrens Investment Partners
Louisiana
$5.99M +$529K +15,550 +10%
SG Americas Securities
289
SG Americas Securities
New York
$5.98M +$5.75M +168,925 +2,898%
DG
290
Davidson & Garrard
Virginia
$5.98M +$20.9K +615 +0.4%
BPCE
291
Bank Pictet & Cie (Europe)
Germany
$5.98M +$982K +28,850 +20%
PVH
292
Psagot Value Holdings
Israel
$5.97M +$77.3K +2,270 +1%
SCA
293
Snowden Capital Advisors
New York
$5.96M +$1.53M +44,895 +35%
RSVP
294
Ramsay Stattman Vela & Price
Colorado
$5.84M -$52.8K -1,550 -0.9%
HMC
295
Harvard Management Company
Massachusetts
$5.81M -$3.46M -101,580 -37%
CFP
296
Cornerstone Financial Partners
North Carolina
$5.79M +$2.14M +62,825 +59%
QI
297
QS Investors
New York
$5.74M +$934K +27,450 +20%
WDL
298
Well Done LLC
Michigan
$5.72M +$1.91M +56,110 +51%
SIC
299
Shoker Investment Counsel
Ohio
$5.69M -$96.3K -2,830 -2%
SIAM
300
Sterling Investment Advisors (Missouri)
Missouri
$5.69M -$8.68K -255 -0.2%

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.