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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
FWCM
301
Ferguson Wellman Capital Management
Oregon
$6.28M -$23.2K -665 -0.4%
PVH
302
Psagot Value Holdings
Israel
$6.22M -$4.7K -135 -0.1%
SIC
303
Shoker Investment Counsel
Ohio
$6.18M -$32.6K -935 -0.5%
HFS
304
HL Financial Services
Kentucky
$6.16M +$271K +7,775 +5%
RSVP
305
Ramsay Stattman Vela & Price
Colorado
$6.14M +$54.9K +1,575 +0.9%
DG
306
Davidson & Garrard
Virginia
$6.11M +$4.35K +125 +0.1%
AIP
307
Ahrens Investment Partners
Louisiana
$6.07M -$611K -17,530 -9%
BC
308
Brinker Capital
Pennsylvania
$5.94M -$523K -15,015 -8%
Susquehanna International Group
309
Susquehanna International Group
Pennsylvania
$5.88M -$15.7M -450,605 -73%
JIP
310
Jaffetilchin Investment Partners
Florida
$5.85M +$1.85M +52,995 +48%
MC
311
Middleton & Co
Massachusetts
$5.76M +$1.87M +53,685 +50%
TAM
312
Tyers Asset Management
Texas
$5.73M -$30.6K -880 -0.5%
EDRIA
313
Edmonds Duncan Registered Investment Advisors
Kansas
$5.67M +$4.81M +138,105 +831%
MI
314
Moneywise Inc
Virginia
$5.58M +$107K +3,060 +2%
OC
315
Oppenheimer & Co
New York
$5.56M +$259K +7,440 +5%
CWM
316
Cornerstone Wealth Management
Missouri
$5.55M +$731K +20,980 +16%
FFWA
317
FRG Family Wealth Advisors
Washington
$5.54M +$163K +4,675 +3%
SFS
318
Sowell Financial Services
Arkansas
$5.49M -$339K -9,730 -6%
NL
319
NWAM LLC
Washington
$5.48M +$173K +4,960 +3%
SCM
320
Stonehearth Capital Management
Massachusetts
$5.48M -$79.8K -2,290 -1%
GIA
321
GHP Investment Advisors
Colorado
$5.45M -$45.5K -1,305 -0.8%
MCWS
322
McKinley Carter Wealth Services
West Virginia
$5.43M +$378K +10,845 +8%
KTC
323
Kistler-Tiffany Companies
Pennsylvania
$5.41M +$581K +16,690 +12%
MSAM
324
Moloney Securities Asset Management
Missouri
$5.4M -$16.4K -470 -0.3%
HMC
325
Harvard Management Company
Massachusetts
$5.38M -$108K -3,090 -2%

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.