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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
MC
376
Martin & Co
Tennessee
$3.59M
RWA
377
River Wealth Advisors
Pennsylvania
$3.58M +$4.59K +135 +0.1%
LFG
378
LifePlan Financial Group
Ohio
$3.53M +$1.67M +49,040 +91%
RWG
379
Regal Wealth Group
California
$3.51M +$38.8K +1,140 +1%
Natixis Advisors
380
Natixis Advisors
Massachusetts
$3.47M +$1.06M +31,050 +44%
MC
381
Middleton & Co
Massachusetts
$3.43M +$614K +18,055 +22%
PB
382
Pinnacle Bancorp
Nebraska
$3.42M +$3.4M +99,835 New
BAS
383
Brown Advisory Securities
Maryland
$3.42M +$419K +12,315 +14%
SAS
384
Stelac Advisory Services
New York
$3.41M +$32.6M +957,695 +1,160%
FA
385
FDx Advisors
Illinois
$3.37M -$6.83M -200,560 -67%
PCM
386
Parsons Capital Management
Rhode Island
$3.34M +$2.83M +83,060 +571%
GA
387
GFS Advisors
Texas
$3.31M +$1.47M +43,090 +80%
AC
388
Alexandria Capital
Virginia
$3.3M -$61.4K -1,805 -2%
PTC
389
Private Trust Company
Ohio
$3.26M +$420K +12,330 +15%
NL
390
NWAM LLC
Washington
$3.25M -$504K -14,810 -13%
TFCP
391
Twin Focus Capital Partners
Massachusetts
$3.25M +$294K +8,645 +10%
WP
392
WealthSource Partners
California
$3.23M +$144K +4,240 +5%
PP
393
Palladium Partners
Virginia
$3.23M +$203K +5,975 +7%
CC
394
Cadinha & Co
Hawaii
$3.2M -$60.1M -1,767,420 -95%
FTS
395
Fifth Third Securities
Ohio
$3.13M +$668K +19,625 +27%
CS
396
Credit Suisse
Switzerland
$3.13M +$211K +6,190 +7%
AFG
397
Albion Financial Group
Utah
$3.1M -$229K -6,740 -7%
CFD
398
Creative Financial Designs
Indiana
$3.07M +$2.7M +79,230 +753%
State Street
399
State Street
Massachusetts
$3.06M -$209K -6,150 -6%
IP
400
Investment Partners
Ohio
$3.06M +$15.8K +465 +0.5%

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.