We are live on ! Find out more
IJH icon

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
Cetera Investment Advisers
401
Cetera Investment Advisers
Illinois
$3.27M +$571K +16,540 +21%
EK
402
Evensky & Katz
Florida
$3.23M -$544K -15,760 -15%
GRP
403
Global Retirement Partners
California
$3.19M +$695K +20,130 +28%
TCM
404
Telos Capital Management
California
$3.17M +$204K +5,915 +7%
CCG
405
Cypress Capital Group
Florida
$3.13M +$422K +12,210 +16%
TH
406
Timber Hill
Connecticut
$3.09M -$2.13M -61,840 -41%
AFG
407
Albion Financial Group
Utah
$3.07M -$78.9K -2,285 -3%
PCM
408
Parsons Capital Management
Rhode Island
$3.01M -$383K -11,100 -11%
SIAP
409
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.98M +$12.8K +370 +0.8%
ACM
410
Aviance Capital Management
Florida
$2.94M -$1.31M -37,840 -31%
GC
411
Guggenheim Capital
Illinois
$2.93M -$148K -4,300 -5%
FT
412
Fiduciary Trust
Massachusetts
$2.93M +$429K +12,425 +17%
SFP
413
Shepherd Financial Partners
Massachusetts
$2.92M +$263K +7,620 +10%
William Blair & Company
414
William Blair & Company
Illinois
$2.92M +$53.5K +1,550 +2%
GBT
415
Grove Bank & Trust
Florida
$2.91M +$1.39M +40,150 +92%
FWIA
416
Fort Washington Investment Advisors
Ohio
$2.91M +$1.3M +37,595 +85%
SS
417
Simplicity Solutions
Minnesota
$2.87M +$1.25M +36,345 +79%
FA
418
FDx Advisors
Illinois
$2.87M -$556K -16,110 -16%
NDSI
419
Newman Dignan & Sheerar Inc
Rhode Island
$2.86M +$8.8K +255 +0.3%
BOTW
420
Bank of the West
California
$2.85M -$49.5K -1,435 -2%
AC
421
Alley Company
Illinois
$2.85M +$69.2K +2,005 +3%
MA
422
Montag & Associates
Georgia
$2.8M +$17.8K +515 +0.6%
CCM
423
Colorado Capital Management
Colorado
$2.79M -$156K -4,505 -5%
WAM
424
Wealthspire Advisors (Maryland)
Maryland
$2.79M -$251K -7,265 -8%
SBH
425
Segall Bryant & Hamill
Illinois
$2.76M +$220K +6,360 +9%

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.