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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
AC
401
Alexandria Capital
Virginia
$3.37M -$2.61K -75 -0.1%
MCTIC
402
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.31M
SFP
403
Shepherd Financial Partners
Massachusetts
$3.29M +$234K +6,730 +8%
EK
404
Evensky & Katz
Florida
$3.28M -$37.3K -1,070 -1%
CGI
405
Cougar Global Investments
Ontario, Canada
$3.27M +$3.18M +91,260 New
William Blair & Company
406
William Blair & Company
Illinois
$3.24M +$234K +6,715 +8%
OI
407
Oakbrook Investments
Illinois
$3.22M +$3.13M +90,000 New
IP
408
Investment Partners
Ohio
$3.21M -$357K -10,255 -10%
PFA
409
Pinnacle Family Advisors
Missouri
$3.21M -$425K -12,210 -12%
Barclays
410
Barclays
United Kingdom
$3.18M +$2.55M +73,085 +462%
FDCDDQ
411
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.18M +$2.83M +81,185 +1,056%
MWM
412
Merriman Wealth Management
Washington
$3.18M +$3.09M +88,825 New
Cetera Investment Advisers
413
Cetera Investment Advisers
Illinois
$3.17M -$198K -5,680 -6%
AFG
414
Albion Financial Group
Utah
$3.13M -$24.6K -705 -0.8%
PCM
415
Parsons Capital Management
Rhode Island
$3.08M -$19.7K -565 -0.7%
SIAP
416
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.03M -$20K -575 -1%
PAG
417
Pinnacle Advisory Group
Maryland
$3.01M +$264K +7,590 +10%
NDSI
418
Newman Dignan & Sheerar Inc
Rhode Island
$3M +$61.5K +1,765 +2%
GA
419
GFS Advisors
Texas
$3M -$502K -14,405 -15%
BOTW
420
Bank of the West
California
$2.96M +$20.7K +595 +0.7%
ALIONA
421
Allianz Life Insurance of North America
Minnesota
$2.92M +$152K +4,350 +6%
FT
422
Fiduciary Trust
Massachusetts
$2.92M -$90.9K -2,610 -3%
GC
423
Guggenheim Capital
Illinois
$2.91M -$100K -2,875 -3%
PCFFS
424
Pacific Center for Financial Services
California
$2.91M +$194K +5,580 +7%
CGH
425
Crossmark Global Holdings
Texas
$2.9M +$2.82M +80,990 New

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.