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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
GC
401
Guggenheim Capital
Illinois
$3.03M -$123K -3,605 -4%
RW
402
Rand Wealth
Maryland
$3M +$561K +16,475 +23%
WAM
403
Wealthspire Advisors (Maryland)
Maryland
$2.99M -$158K -4,630 -5%
HH
404
Hilltop Holdings
Texas
$2.97M +$22.3K +655 +0.8%
SIAP
405
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.92M -$21.3K -625 -1%
TCM
406
Telos Capital Management
California
$2.92M +$107K +3,150 +4%
CCM
407
Colorado Capital Management
Colorado
$2.91M -$30.8K -905 -1%
UWPG
408
Ullmann Wealth Partners Group
Florida
$2.89M +$1.85M +54,350 +181%
CAM
409
Congress Asset Management
Massachusetts
$2.86M -$1.96M -57,520 -41%
BOTW
410
Bank of the West
California
$2.86M -$218K -6,410 -7%
AIM
411
Advantage Investment Management
Iowa
$2.83M +$274K +8,045 +11%
William Blair & Company
412
William Blair & Company
Illinois
$2.83M -$72.3K -2,125 -3%
KFS
413
Kissinger Financial Services
Maryland
$2.79M -$10.7K -315 -0.4%
HT
414
Hefren-Tillotson
Pennsylvania
$2.76M -$33.4K -980 -1%
MA
415
Montag & Associates
Georgia
$2.73M
AC
416
Alley Company
Illinois
$2.73M +$87.3K +2,565 +3%
EB
417
Eastern Bank
Massachusetts
$2.69M -$360K -10,580 -12%
CCG
418
Cypress Capital Group
Florida
$2.66M +$187K +5,490 +8%
Cetera Investment Advisers
419
Cetera Investment Advisers
Illinois
$2.66M +$1.14M +33,385 +75%
PCM
420
Perritt Capital Management
Illinois
$2.65M -$26.4K -775 -1%
SPIA
421
Steward Partners Investment Advisory
New York
$2.65M +$2.63M +77,380 New
SGK
422
Steigerwald Gordon & Koch
Virginia
$2.63M -$148K -4,350 -5%
CIBC World Market
423
CIBC World Market
Ontario, Canada
$2.59M +$727K +21,350 +39%
AA
424
Ancora Advisors
Ohio
$2.59M +$994K +29,220 +63%
SFP
425
Shepherd Financial Partners
Massachusetts
$2.58M +$2.6M +76,395 New

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.