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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
FPCM
326
Financial Partners Capital Management
New York
$5.35M +$162K +4,655 +3%
PWW
327
Pettyjohn Wood & White
Virginia
$5.33M -$150K -4,315 -3%
RIA
328
Regal Investment Advisors
Michigan
$5.27M +$161K +4,620 +3%
MWM
329
Marietta Wealth Management
Georgia
$5.11M +$249K +7,135 +5%
APSP
330
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.08M -$40.6K -1,165 -0.8%
NPF
331
Norris Perne & French
Michigan
$5.07M +$159K +4,575 +3%
GG
332
Gofen & Glossberg
Illinois
$5.01M +$1.74K +50 +0%
CSA
333
Cottage Street Advisors
Massachusetts
$5.01M
CFP
334
Cornerstone Financial Partners
North Carolina
$5M -$2.11M -60,485 -30%
AWM
335
Avior Wealth Management
Nebraska
$5M +$122K +3,510 +3%
AA
336
Ancora Advisors
Ohio
$4.97M +$368K +10,565 +8%
Natixis Advisors
337
Natixis Advisors
Massachusetts
$4.95M +$1.03M +29,500 +27%
BA
338
Bristlecone Advisors
Washington
$4.92M -$58.9K -1,690 -1%
WP
339
WealthPLAN Partners
Nebraska
$4.9M -$144K -4,130 -3%
CHA
340
Cedar Hill Associates
Illinois
$4.89M +$4.76M +136,575 New
MWM
341
Mascoma Wealth Management
New Hampshire
$4.88M +$144K +4,140 +3%
CAI
342
Capital Advisors Inc
Oklahoma
$4.77M +$55.4K +1,590 +1%
FWM
343
Frontier Wealth Management
Missouri
$4.77M +$11K +315 +0.2%
CG
344
Colony Group
Massachusetts
$4.72M -$159K -4,575 -3%
NB
345
NBT Bank
New York
$4.67M +$20.9K +600 +0.5%
PAMU
346
Pictet Asset Management (UK)
United Kingdom
$4.63M
RCM
347
Riverhead Capital Management
Delaware
$4.61M -$17.4K -500 -0.4%
FMBTD
348
First Midwest Bank Trust Division
Illinois
$4.58M -$108K -3,095 -2%
PTC
349
Private Trust Company
Ohio
$4.57M -$117K -3,355 -3%
CFA
350
Carroll Financial Associates
North Carolina
$4.5M +$181K +5,200 +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.