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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
CCG
426
Cypress Capital Group
Florida
$2.88M -$330K -9,470 -11%
MA
427
Montag & Associates
Georgia
$2.88M
CCM
428
Colorado Capital Management
Colorado
$2.87M -$1.22K -35 -0%
SAM
429
Solaris Asset Management
New York
$2.85M -$531K -15,250 -16%
WWM
430
Willingdon Wealth Management
North Carolina
$2.84M +$155K +4,440 +6%
SBH
431
Segall Bryant & Hamill
Illinois
$2.84M
CBN
432
Cadence Bank NA
Texas
$2.83M +$2.75M +79,060 New
WPW
433
Waldron Private Wealth
Pennsylvania
$2.83M +$2.75M +79,020 New
PCM
434
Perritt Capital Management
Illinois
$2.77M -$29.6K -850 -1%
FCI
435
Financial Counselors Inc
Kansas
$2.76M +$106K +3,050 +4%
PMFA
436
Plante Moran Financial Advisors
Michigan
$2.73M +$371K +10,655 +16%
SGK
437
Steigerwald Gordon & Koch
Virginia
$2.65M -$13.1K -375 -0.5%
EB
438
Eastern Bank
Massachusetts
$2.65M -$129K -3,700 -5%
WAM
439
Wealthspire Advisors (Maryland)
Maryland
$2.64M -$226K -6,490 -8%
PG
440
Patten Group
Tennessee
$2.61M -$48.1K -1,380 -2%
CTC
441
Central Trust Company
Missouri
$2.6M -$189K -5,430 -7%
ACM
442
Aviance Capital Management
Florida
$2.6M -$409K -11,750 -14%
WTC
443
WhitTier Trust Company
Nevada
$2.6M +$234K +6,730 +10%
GP
444
Girard Partners
Pennsylvania
$2.51M +$52.6K +1,510 +2%
BIC
445
Bridges Investment Counsel
Nebraska
$2.48M -$7.37M -211,490 -75%
ACM
446
AUA Capital Management
Pennsylvania
$2.47M +$95.4K +2,740 +4%
HPWM
447
Highland Private Wealth Management
Washington
$2.45M -$315K -9,050 -12%
WF
448
WealthTrust Fairport
Ohio
$2.45M +$668K +19,180 +39%
VOYA Investment Management
449
VOYA Investment Management
Georgia
$2.39M +$336K +9,645 +17%
ST
450
Smithfield Trust
Pennsylvania
$2.38M +$823K +23,640 +55%

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.