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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
AIM
276
Advantage Investment Management
Iowa
$7.18M +$430K +12,335 +7%
CW
277
Cobiz Wealth
Colorado
$7.17M -$66.7K -1,915 -0.9%
Brown Advisory
278
Brown Advisory
Maryland
$7.16M -$458K -13,150 -6%
Schroder Investment Management Group
279
Schroder Investment Management Group
United Kingdom
$7.16M +$999K +28,675 +17%
TCM
280
Towercrest Capital Management
Pennsylvania
$7.07M +$18.1K +520 +0.3%
NC
281
NewSquare Capital
Pennsylvania
$7.06M +$8.2M +235,555 +89%
CWM
282
Cahaba Wealth Management
Georgia
$7.03M +$6.84M +196,385 New
HSA
283
HBK Sorce Advisory
Pennsylvania
$6.99M +$147K +4,210 +2%
VFA
284
Voya Financial Advisors
Connecticut
$6.99M +$646K +18,545 +10%
LNC
285
Lincoln National Corp
Pennsylvania
$6.93M +$1.65M +47,505 +32%
LC
286
Lubar & Co
Wisconsin
$6.87M
VIM
287
VCU Investment Management
Virginia
$6.71M
SCA
288
Snowden Capital Advisors
New York
$6.7M +$685K +19,675 +12%
LFAS
289
Level Four Advisory Services
Texas
$6.69M +$904K +25,955 +16%
1SB
290
1ST Source Bank
Indiana
$6.69M +$407K +11,680 +7%
ABC
291
Associated Banc-Corp
Wisconsin
$6.68M +$81K +2,325 +1%
SFI
292
SPC Financial Inc
Maryland
$6.59M -$50.5K -1,450 -0.8%
WDL
293
Well Done LLC
Michigan
$6.57M +$159K +4,560 +3%
GBT
294
Grove Bank & Trust
Florida
$6.54M +$3.45M +99,110 +119%
Thrivent Financial for Lutherans
295
Thrivent Financial for Lutherans
Minnesota
$6.51M +$5M +143,605 +374%
JWBC
296
J.W. Burns & Co
New York
$6.5M +$105K +3,005 +2%
PWAP
297
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$6.44M +$87.6K +2,515 +1%
CC
298
Chanos & Company
New York
$6.44M +$62.2K +1,785 +1%
NCM
299
Novare Capital Management
North Carolina
$6.38M -$722K -20,735 -10%
SIAM
300
Sterling Investment Advisors (Missouri)
Missouri
$6.34M +$245K +7,030 +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.