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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
AF
426
Ally Financial
Michigan
$2.57M +$2.55M +75,000 New
FAM
427
Foothills Asset Management
Arizona
$2.54M -$41.4K -1,215 -2%
WWM
428
Willingdon Wealth Management
North Carolina
$2.52M +$94.8K +2,785 +4%
FCI
429
Financial Counselors Inc
Kansas
$2.5M +$1.42M +41,870 +134%
SBH
430
Segall Bryant & Hamill
Illinois
$2.5M
FT
431
Fiduciary Trust
Massachusetts
$2.46M -$13.3K -390 -0.5%
GRP
432
Global Retirement Partners
California
$2.45M +$893K +26,250 +58%
CTC
433
Central Trust Company
Missouri
$2.42M +$433K +12,725 +22%
CBT
434
Central Bank & Trust
Kentucky
$2.33M -$11.4K -335 -0.5%
ALIONA
435
Allianz Life Insurance of North America
Minnesota
$2.31M -$14.5K -425 -0.6%
LMIM
436
Lockheed Martin Investment Management
Maryland
$2.3M
PGA
437
Portland Global Advisors
Maine
$2.29M -$128K -3,750 -5%
PMFA
438
Plante Moran Financial Advisors
Michigan
$2.29M
SNT
439
Security National Trust
West Virginia
$2.28M -$13.1K -385 -0.6%
PG
440
Patten Group
Tennessee
$2.27M -$37.6K -1,105 -2%
WA
441
WealthTrust-Arizona
Arizona
$2.25M +$71K +2,085 +3%
SCM
442
Sterling Capital Management
North Carolina
$2.25M -$337K -9,890 -13%
FBA
443
Front Barnett Associates
Illinois
$2.22M +$233K +6,835 +12%
CL
444
Choreo LLC
Illinois
$2.22M +$951K +27,940 +76%
TWMH
445
Tiedemann Wealth Management Holdings
New York
$2.21M -$2.29M -67,295 -51%
MAS
446
Madden Advisory Services
Florida
$2.21M -$214K -6,300 -9%
BIM
447
Bridgecreek Investment Management
Oklahoma
$2.17M -$25.5K -750 -1%
GP
448
Girard Partners
Pennsylvania
$2.12M +$764K +22,435 +57%
Wolverine Trading
449
Wolverine Trading
Illinois
$2.11M +$1.24M +36,520 +145%
FIG
450
FundX Investment Group
California
$2.06M +$2.05M +60,315 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.