We are live on ! Find out more
IJH icon

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
AIS
326
Accurate Investment Solutions
Pennsylvania
$4.77M +$2.78M +81,695 +142%
FPCM
327
Financial Partners Capital Management
New York
$4.73M -$877K -25,755 -16%
Geode Capital Management
328
Geode Capital Management
Massachusetts
$4.66M
CAM
329
Capstone Asset Management
Texas
$4.62M -$610K -17,930 -12%
VOYA Investment Management
330
VOYA Investment Management
Georgia
$4.61M +$2.9M +85,325 +173%
Two Sigma Advisers
331
Two Sigma Advisers
New York
$4.61M +$885K +26,000 +24%
MWM
332
Marietta Wealth Management
Georgia
$4.6M -$67K -1,970 -1%
SCG
333
Sonata Capital Group
Washington
$4.57M +$198K +5,805 +5%
AA
334
Advisory Alpha
Michigan
$4.5M +$507K +14,890 +13%
FWM
335
Frontier Wealth Management
Missouri
$4.49M +$459K +13,490 +11%
NB
336
NBT Bank
New York
$4.46M +$29.9K +880 +0.7%
RCM
337
Riverhead Capital Management
Delaware
$4.43M +$153K +4,490 +4%
MWM
338
Mascoma Wealth Management
New Hampshire
$4.34M +$1.13M +33,095 +35%
OC
339
Oppenheimer & Co
New York
$4.33M +$236K +6,925 +6%
KTC
340
Kistler-Tiffany Companies
Pennsylvania
$4.32M +$662K +19,460 +18%
NFG
341
Nations Financial Group
Iowa
$4.28M +$1.53M +44,940 +56%
ONB
342
Old National Bancorp
Indiana
$4.27M -$269K -7,910 -6%
SBL
343
Sargent Bickham Lagudis
Colorado
$4.25M +$4.06M +119,195 +2,504%
ACM
344
Aviance Capital Management
Florida
$4.19M -$2.14M -63,015 -34%
BAC
345
Boys Arnold & Co
North Carolina
$4.16M +$207K +6,090 +5%
Chevy Chase Trust
346
Chevy Chase Trust
Maryland
$4.14M -$213K -6,265 -5%
ASN
347
Advisory Services Network
Georgia
$4.11M +$4.09M +120,040 New
CFA
348
Cahill Financial Advisors
Minnesota
$4.03M +$126K +3,710 +3%
GHCM
349
Glen Harbor Capital Management
California
$4.01M +$147K +4,320 +4%
FFEC
350
First Financial Equity Corporation
Arizona
$4M +$3.99M +117,315 New

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.