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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
ACM
451
AUA Capital Management
Pennsylvania
$2.05M -$268K -7,875 -12%
HCC
452
Hirtle Callaghan & Co
Pennsylvania
$2.05M -$5.28K -155 -0.3%
CCM
453
Condor Capital Management
New Jersey
$2.05M -$37.1K -1,090 -2%
CB
454
Chemical Bank
Michigan
$2.03M -$34.7K -1,020 -2%
MWP
455
Moller Wealth Partners
$2.02M +$12.4K +365 +0.6%
PCFFS
456
Pacific Center for Financial Services
California
$2.02M +$1.66M +48,860 +485%
AWMG
457
Alliance Wealth Management Group
New Jersey
$2M +$1.95M +57,425 New
Members Trust
458
Members Trust
Florida
$1.99M +$1.98M +58,200 New
OWD
459
Osborn Williams & Donohoe
Ohio
$1.99M
CCT
460
Country Club Trust
Missouri
$1.99M +$1.98M +58,060 New
MCM
461
Mitchell Capital Management
Kansas
$1.97M -$907K -26,645 -32%
GA
462
Geneva Advisors
Illinois
$1.88M +$225K +6,610 +14%
SWM
463
SVA Wealth Management
Wisconsin
$1.88M +$241K +7,095 +15%
GC
464
Gilbert & Cook
Iowa
$1.88M -$165K -4,850 -8%
FNBT
465
FineMark National Bank & Trust
Florida
$1.87M +$76.1K +2,235 +4%
Capital Fund Management (CFM)
466
Capital Fund Management (CFM)
France
$1.87M +$1.85M +54,500 New
WCM
467
Weatherstone Capital Management
Colorado
$1.86M -$2.19M -64,310 -54%
TFF
468
The Family Firm
Maryland
$1.85M -$10.6K -310 -0.6%
Cerity Partners
469
Cerity Partners
New York
$1.85M +$1.84M +53,930 New
SFA
470
Sequoia Financial Advisors
Ohio
$1.84M -$53.9K -1,585 -3%
RPGK
471
Retirement Planning Group (Kansas)
Kansas
$1.83M -$36.4K -1,070 -2%
BG
472
Bahl & Gaynor
Ohio
$1.82M +$146K +4,290 +9%
BUB
473
BBVA USA Bancshares
Texas
$1.81M -$98.9K -2,905 -5%
WA
474
WFG Advisors
Texas
$1.81M -$459K -13,490 -20%
AFP
475
Ausdal Financial Partners
Iowa
$1.79M -$782K -22,975 -31%

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.