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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
WP
376
WealthSource Partners
California
$3.77M +$478K +13,860 +15%
CCMG
377
Clark Capital Management Group
Pennsylvania
$3.75M -$273K -7,900 -7%
FC
378
FCA Corp
Texas
$3.75M +$62.1K +1,800 +2%
MC
379
Middleton & Co
Massachusetts
$3.73M +$245K +7,110 +7%
CB
380
Commerce Bank
Missouri
$3.7M -$61.8K -1,790 -2%
SSWM
381
Sheets Smith Wealth Management
North Carolina
$3.68M
BAS
382
Brown Advisory Securities
Maryland
$3.66M +$186K +5,380 +5%
CCM
383
Canal Capital Management
Virginia
$3.66M -$6.9K -200 -0.2%
RBC
384
Ronald Blue & Co
Georgia
$3.65M -$2.05M -59,375 -36%
FTS
385
Fifth Third Securities
Ohio
$3.61M +$425K +12,310 +13%
RWA
386
River Wealth Advisors
Pennsylvania
$3.61M -$24.9K -720 -0.7%
CFC
387
Coyle Financial Counsel
Illinois
$3.57M +$3.55M +102,705 New
UWPG
388
Ullmann Wealth Partners Group
Florida
$3.55M +$614K +17,795 +21%
PFA
389
Pinnacle Family Advisors
Missouri
$3.54M -$8.94M -258,980 -72%
MC
390
Martin & Co
Tennessee
$3.54M -$111K -3,225 -3%
IP
391
Investment Partners
Ohio
$3.48M +$366K +10,605 +12%
FC
392
Ferris Capital
Massachusetts
$3.46M +$3.43M +99,425 New
SAS
393
Stelac Advisory Services
New York
$3.44M -$32.5M -941,425 -90%
GA
394
GFS Advisors
Texas
$3.42M +$55.2K +1,600 +2%
TFCP
395
Twin Focus Capital Partners
Massachusetts
$3.41M +$110K +3,185 +3%
RW
396
Rand Wealth
Maryland
$3.35M +$301K +8,705 +10%
SAM
397
Solaris Asset Management
New York
$3.3M +$1.54M +44,565 +89%
PP
398
Palladium Partners
Virginia
$3.3M +$15K +435 +0.5%
CIBC World Market
399
CIBC World Market
Ontario, Canada
$3.29M +$650K +18,825 +25%
AC
400
Alexandria Capital
Virginia
$3.28M -$76.1K -2,205 -2%

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.