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iShares Core S&P Mid-Cap ETF

934 hedge funds and large institutions have $25.9B invested in iShares Core S&P Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 446 increasing their positions, 282 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $5.66M

70% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 37

58% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 282

2% more funds holding

Funds holding: 918934 (+16)

2% more capital invested

Capital invested by funds: $25.4B → $25.9B (+$435M)

2% less funds holding in top 10

Funds holding in top 10: 196193 (-3)

6.6% less ownership

Funds ownership: 326.44%319.84% (-6.6%)

Holders
934
Holders Change
+16
Holders Change %
+1.74%
% of All Funds
23.29%
Holding in Top 10
193
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.53%
% of All Funds
4.81%
New
63
Increased
446
Reduced
282
Closed
37
Calls
$26.7M
Puts
$5.66M
Net Calls
+$21.1M
Net Calls Change
+$7.03M
Name Holding Trade Value Shares
Change
Change in
Stake
APSP
326
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.98M -$237K -6,860 -5%
RIA
327
Regal Investment Advisors
Michigan
$4.97M +$1.14M +33,050 +30%
WP
328
WealthPLAN Partners
Nebraska
$4.91M +$4.62M +133,945 +1,897%
MCWS
329
McKinley Carter Wealth Services
West Virginia
$4.9M +$832K +24,115 +21%
GG
330
Gofen & Glossberg
Illinois
$4.87M -$7.94K -230 -0.2%
CSA
331
Cottage Street Advisors
Massachusetts
$4.87M
BA
332
Bristlecone Advisors
Washington
$4.84M -$37.8K -1,095 -0.8%
NPF
333
Norris Perne & French
Michigan
$4.77M -$92.5K -2,680 -2%
CG
334
Colony Group
Massachusetts
$4.75M +$4.03M +116,750 +590%
AWM
335
Avior Wealth Management
Nebraska
$4.73M +$841K +24,355 +22%
MWM
336
Marietta Wealth Management
Georgia
$4.72M +$45.7K +1,325 +1%
SCG
337
Sonata Capital Group
Washington
$4.68M +$39.7K +1,150 +0.9%
KTC
338
Kistler-Tiffany Companies
Pennsylvania
$4.68M +$285K +8,245 +7%
FWM
339
Frontier Wealth Management
Missouri
$4.63M +$70.9K +2,055 +2%
CAM
340
Capstone Asset Management
Texas
$4.62M -$68K -1,970 -1%
Capital Fund Management (CFM)
341
Capital Fund Management (CFM)
France
$4.61M +$2.69M +78,000 +143%
CWM
342
Cornerstone Wealth Management
Missouri
$4.61M -$294K -8,515 -6%
MWM
343
Mascoma Wealth Management
New Hampshire
$4.6M +$193K +5,580 +4%
CAI
344
Capital Advisors Inc
Oklahoma
$4.59M -$2.42M -70,040 -35%
PTC
345
Private Trust Company
Ohio
$4.56M +$1.23M +35,730 +37%
FMBTD
346
First Midwest Bank Trust Division
Illinois
$4.56M -$5.38M -155,975 -54%
NB
347
NBT Bank
New York
$4.52M -$15.4K -445 -0.3%
RCM
348
Riverhead Capital Management
Delaware
$4.5M
AA
349
Ancora Advisors
Ohio
$4.47M +$1.82M +52,800 +70%
VFP
350
Verus Financial Partners
Virginia
$4.46M -$529K -15,320 -11%

IJH Hedge Fund Activity: Q2 2017 in Review

934 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2017, worth a combined $25.9B — up 1.7% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IJH positions and 37 closed out — a net gain of 26 holders — while 446 added to existing stakes and 282 trimmed.

The largest buyer was LPL Financial, adding an estimated $629M. The largest seller was JP Morgan Chase, cutting an estimated $2.16B.

  • 934 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2017, up from 918 in Q1 2017.
  • Funds reported $25.9B of iShares Core S&P Mid-Cap ETF stock for Q2 2017, up 1.7% quarter-over-quarter.
  • 63 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2017 and 37 closed out, a net change of +26 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2017 was LPL Financial, an estimated $629M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2017 was JP Morgan Chase, an estimated $2.16B sold.

Based on aggregated 13F filings for Q2 2017.