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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
WIC
376
Whitegate Investment Counselors
New Hampshire
$3.99M +$35.4K +1,015 +0.9%
CIBC World Market
377
CIBC World Market
Ontario, Canada
$3.99M +$590K +16,950 +18%
AWMG
378
Alliance Wealth Management Group
New Jersey
$3.96M +$1.85M +53,135 +93%
BPCE
379
Bank Pictet & Cie (Europe)
Germany
$3.95M -$2.09M -60,000 -35%
CCMG
380
Clark Capital Management Group
Pennsylvania
$3.93M +$71.6K +2,055 +2%
BAS
381
Brown Advisory Securities
Maryland
$3.93M +$154K +4,435 +4%
WHG
382
Westwood Holdings Group
Texas
$3.92M +$3.72M +106,860 +3,943%
FC
383
FCA Corp
Texas
$3.9M +$42K +1,205 +1%
CCM
384
Canal Capital Management
Virginia
$3.89M +$126K +3,630 +3%
WS
385
Wela Strategies
Georgia
$3.88M -$1.99M -57,050 -34%
CFB
386
Cullen/Frost Bankers
Texas
$3.88M -$2.26K -65 -0.1%
BCM
387
Boltwood Capital Management
California
$3.86M -$17.4K -500 -0.5%
AWM
388
AE Wealth Management
Kansas
$3.83M +$1.68M +48,370 +82%
LPT
389
Legacy Private Trust
Wisconsin
$3.82M -$63.6K -1,825 -2%
BCSB
390
Bristol County Savings Bank
Massachusetts
$3.81M +$3.71M +106,525 New
SSWM
391
Sheets Smith Wealth Management
North Carolina
$3.79M +$7.84K +225 +0.2%
GRP
392
Global Retirement Partners
California
$3.79M +$490K +14,055 +15%
SAS
393
Stelac Advisory Services
New York
$3.66M +$123K +3,525 +4%
FC
394
Ferris Capital
Massachusetts
$3.56M
TFCP
395
Twin Focus Capital Partners
Massachusetts
$3.52M +$6.62K +190 +0.2%
BWM
396
BerganKDV Wealth Management
Minnesota
$3.47M +$3.14M +90,015 +1,277%
RW
397
Rand Wealth
Maryland
$3.46M +$20.4K +585 +0.6%
TCM
398
Telos Capital Management
California
$3.43M +$170K +4,875 +5%
RWA
399
River Wealth Advisors
Pennsylvania
$3.42M -$280K -8,025 -8%
PP
400
Palladium Partners
Virginia
$3.37M -$18.3K -525 -0.6%

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.