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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
KFS
426
Kissinger Financial Services
Maryland
$2.76M -$71.3K -2,065 -3%
PCM
427
Perritt Capital Management
Illinois
$2.73M +$29.3K +850 +1%
CTC
428
Central Trust Company
Missouri
$2.72M +$261K +7,570 +11%
EB
429
Eastern Bank
Massachusetts
$2.71M -$26.6K -770 -1%
HPWM
430
Highland Private Wealth Management
Washington
$2.7M -$1.28M -37,200 -32%
ALIONA
431
Allianz Life Insurance of North America
Minnesota
$2.69M +$337K +9,750 +14%
PAG
432
Pinnacle Advisory Group
Maryland
$2.66M +$975K +28,250 +58%
PCFFS
433
Pacific Center for Financial Services
California
$2.63M +$578K +16,750 +28%
VF
434
Virtu Financial
New York
$2.61M +$2.59M +75,055 New
WWM
435
Willingdon Wealth Management
North Carolina
$2.61M +$43.3K +1,255 +2%
ASN
436
Advisory Services Network
Georgia
$2.6M -$1.57M -45,395 -38%
PG
437
Patten Group
Tennessee
$2.59M +$257K +7,450 +11%
SGK
438
Steigerwald Gordon & Koch
Virginia
$2.59M -$75.6K -2,190 -3%
FCI
439
Financial Counselors Inc
Kansas
$2.58M +$35.4K +1,025 +1%
GP
440
Girard Partners
Pennsylvania
$2.39M +$231K +6,700 +11%
Citadel Advisors
441
Citadel Advisors
Florida
$2.36M -$5.16M -149,425 -69%
SCM
442
SOL Capital Management
Maryland
$2.35M +$836K +24,220 +56%
WA
443
WFG Advisors
Texas
$2.34M +$503K +14,565 +28%
LC
444
LCNB Corp
Ohio
$2.32M +$670K +19,400 +41%
AIA
445
Allegis Investment Advisors
Idaho
$2.32M -$4.83M -139,880 -68%
PGA
446
Portland Global Advisors
Maine
$2.31M -$10.4K -300 -0.4%
ACM
447
AUA Capital Management
Pennsylvania
$2.31M +$220K +6,380 +11%
FBA
448
Front Barnett Associates
Illinois
$2.3M +$40.6K +1,175 +2%
WTC
449
WhitTier Trust Company
Nevada
$2.29M +$718K +20,785 +46%
PMFA
450
Plante Moran Financial Advisors
Michigan
$2.29M -$38.8K -1,125 -2%

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.