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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
SHIM
301
Stone House Investment Management
Pennsylvania
$5.68M +$960K +28,195 +20%
RBC
302
Ronald Blue & Co
Georgia
$5.62M +$1.93M +56,780 +53%
SCM
303
Stonehearth Capital Management
Massachusetts
$5.58M +$4.4M +129,360 +384%
PWW
304
Pettyjohn Wood & White
Virginia
$5.55M
PWAP
305
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.53M +$495K +14,550 +10%
GIA
306
GHP Investment Advisors
Colorado
$5.52M -$50.7K -1,490 -0.9%
TAM
307
Tyers Asset Management
Texas
$5.51M +$202K +5,940 +4%
MI
308
Moneywise Inc
Virginia
$5.32M -$117K -3,445 -2%
WS
309
Wela Strategies
Georgia
$5.29M +$5.26M +154,445 New
CTA
310
Colonial Trust Advisors
South Carolina
$5.24M +$112K +3,300 +2%
JIP
311
Jaffetilchin Investment Partners
Florida
$5.21M +$5.18M +152,265 New
IAA
312
Independent Advisor Alliance
North Carolina
$5.18M +$5.22M +153,465 New
TH
313
Timber Hill
Connecticut
$5.16M -$7.96M -233,890 -61%
SFS
314
Sowell Financial Services
Arkansas
$5.15M +$499K +14,650 +11%
APSP
315
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.14M +$287K +8,420 +6%
VFA
316
Voya Financial Advisors
Connecticut
$5.13M +$1.8M +52,980 +54%
PAMU
317
Pictet Asset Management (UK)
United Kingdom
$4.94M +$468K +13,750 +11%
VFP
318
Verus Financial Partners
Virginia
$4.92M -$979K -28,765 -17%
FFWA
319
FRG Family Wealth Advisors
Washington
$4.86M +$284K +8,350 +6%
MSAM
320
Moloney Securities Asset Management
Missouri
$4.82M +$518K +15,220 +12%
BA
321
Bristlecone Advisors
Washington
$4.81M +$78.3K +2,300 +2%
GG
322
Gofen & Glossberg
Illinois
$4.8M -$56K -1,645 -1%
CSA
323
Cottage Street Advisors
Massachusetts
$4.79M
NPF
324
Norris Perne & French
Michigan
$4.79M +$106K +3,120 +2%
CWM
325
Cornerstone Wealth Management
Missouri
$4.77M +$1.46M +42,815 +44%

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.