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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
VFP
351
Verus Financial Partners
Virginia
$4.48M -$105K -3,015 -2%
RJT
352
Raymond James Trust
Florida
$4.43M +$86.9K +2,495 +2%
GS
353
Girard Securities
California
$4.4M +$66.9K +1,920 +2%
CFA
354
Cahill Financial Advisors
Minnesota
$4.4M +$99.3K +2,850 +2%
CC
355
Cadinha & Co
Hawaii
$4.39M +$169K +4,840 +4%
ONB
356
Old National Bancorp
Indiana
$4.39M -$127K -3,640 -3%
LFG
357
LifePlan Financial Group
Ohio
$4.38M +$494K +14,170 +13%
FCH
358
Freestone Capital Holdings
Washington
$4.38M +$3.6M +103,470 +546%
SCG
359
Sonata Capital Group
Washington
$4.38M -$423K -12,145 -9%
JG
360
Jefferies Group
New York
$4.3M +$2.99M +85,890 +249%
BAC
361
Boys Arnold & Co
North Carolina
$4.3M +$63.2K +1,815 +2%
FTS
362
Fifth Third Securities
Ohio
$4.25M +$526K +15,100 +15%
Chevy Chase Trust
363
Chevy Chase Trust
Maryland
$4.2M -$103K -2,965 -2%
WP
364
WealthSource Partners
California
$4.19M +$305K +8,755 +8%
FWIA
365
Fort Washington Investment Advisors
Ohio
$4.18M +$1.21M +34,730 +42%
ASN
366
Advisory Services Network
Georgia
$4.18M +$1.47M +42,105 +56%
FA
367
FDx Advisors
Illinois
$4.18M +$1.19M +34,285 +42%
GHCM
368
Glen Harbor Capital Management
California
$4.17M -$22.3K -640 -0.5%
NEPWA
369
New England Private Wealth Advisors
Massachusetts
$4.14M +$27.7K +795 +0.7%
CI
370
Cavalier Investments
Georgia
$4.13M +$3.62M +103,830 +903%
SHIM
371
Stone House Investment Management
Pennsylvania
$4.11M -$171K -4,905 -4%
KWMG
372
King Wealth Management Group
Florida
$4.1M -$6.79K -195 -0.2%
SC
373
Stratford Consulting
Texas
$4.09M +$10.4K +300 +0.3%
GC
374
Garde Capital
Washington
$4.05M +$3.94M +113,245 New
CB
375
Commerce Bank
Missouri
$4.01M +$208K +5,975 +6%

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.