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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
MCWS
351
McKinley Carter Wealth Services
West Virginia
$4M +$749K +22,000 +23%
CFB
352
Cullen/Frost Bankers
Texas
$3.99M -$1.22M -35,775 -24%
CCMG
353
Clark Capital Management Group
Pennsylvania
$3.97M -$3.22M -94,675 -45%
SC
354
Stratford Consulting
Texas
$3.96M -$66.5K -1,955 -2%
PFPT
355
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.94M -$45.1K -1,325 -1%
HPWM
356
Highland Private Wealth Management
Washington
$3.93M -$833K -24,475 -18%
NEPWA
357
New England Private Wealth Advisors
Massachusetts
$3.91M +$528K +15,500 +16%
LPT
358
Legacy Private Trust
Wisconsin
$3.87M -$28.4K -835 -0.7%
AWM
359
Avior Wealth Management
Nebraska
$3.83M +$200K +5,865 +6%
CFA
360
Carroll Financial Associates
North Carolina
$3.81M +$698K +20,500 +23%
FLPIM
361
F.L. Putnam Investment Management
Massachusetts
$3.81M +$944K +27,740 +33%
RJT
362
Raymond James Trust
Florida
$3.8M +$420K +12,345 +13%
HFS
363
HL Financial Services
Kentucky
$3.8M +$2.7M +79,325 +250%
VAM
364
Visionary Asset Management
Texas
$3.78M -$3.34M -98,130 -47%
KWMG
365
King Wealth Management Group
Florida
$3.77M +$755K +22,175 +25%
GS
366
Girard Securities
California
$3.76M -$51.2K -1,505 -1%
RIA
367
Regal Investment Advisors
Michigan
$3.76M -$49.7K -1,460 -1%
LNC
368
Lincoln National Corp
Pennsylvania
$3.73M +$985K +28,940 +36%
EK
369
Evensky & Katz
Florida
$3.71M -$487K -14,315 -12%
BCM
370
Boltwood Capital Management
California
$3.71M -$25.5K -750 -0.7%
CB
371
Commerce Bank
Missouri
$3.7M -$698K -20,500 -16%
WIC
372
Whitegate Investment Counselors
New Hampshire
$3.67M +$3.04M +89,370 +498%
FC
373
FCA Corp
Texas
$3.63M +$61.4K +1,805 +2%
SSWM
374
Sheets Smith Wealth Management
North Carolina
$3.62M
CCM
375
Canal Capital Management
Virginia
$3.61M -$249K -7,315 -6%

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.