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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
SNT
451
Security National Trust
West Virginia
$2.28M -$27.6K -800 -1%
WA
452
WealthTrust-Arizona
Arizona
$2.27M -$15.5K -450 -0.7%
CBT
453
Central Bank & Trust
Kentucky
$2.27M -$99.6K -2,885 -4%
SCM
454
Sterling Capital Management
North Carolina
$2.25M -$29K -840 -1%
MAS
455
Madden Advisory Services
Florida
$2.24M
CB
456
Chemical Bank
Michigan
$2.24M +$181K +5,235 +9%
BIM
457
Bridgecreek Investment Management
Oklahoma
$2.21M +$6.04K +175 +0.3%
KPCM
458
Kings Point Capital Management
New York
$2.18M +$378K +10,950 +21%
AIP
459
Almanack Investment Partners
Pennsylvania
$2.18M +$439K +12,705 +25%
HT
460
Hefren-Tillotson
Pennsylvania
$2.12M -$680K -19,695 -24%
MWP
461
Moller Wealth Partners
$2.06M
CCM
462
Condor Capital Management
New Jersey
$2.05M -$29.7K -860 -1%
AWM
463
AE Wealth Management
Kansas
$2.04M +$1.35M +39,060 +199%
SFA
464
Sequoia Financial Advisors
Ohio
$2.02M +$146K +4,230 +8%
OWD
465
Osborn Williams & Donohoe
Ohio
$2.01M -$6.73K -195 -0.3%
SWM
466
SVA Wealth Management
Wisconsin
$2.01M +$93.6K +2,710 +5%
BG
467
Bahl & Gaynor
Ohio
$2M +$148K +4,290 +8%
AWMG
468
Alliance Wealth Management Group
New Jersey
$2M +$173 +5 +0%
VOYA Investment Management
469
VOYA Investment Management
Georgia
$1.99M -$2.68M -77,555 -58%
GC
470
Gilbert & Cook
Iowa
$1.98M +$75.3K +2,180 +4%
CPSAC
471
Chas P. Smith & Associates (CPS)
Florida
$1.93M +$131K +3,805 +7%
Neuberger Berman Group
472
Neuberger Berman Group
New York
$1.92M +$355K +10,285 +23%
AWA
473
Arete Wealth Advisors
Illinois
$1.92M +$330K +9,545 +21%
FNBT
474
FineMark National Bank & Trust
Florida
$1.91M +$4.83K +140 +0.3%
CL
475
Choreo LLC
Illinois
$1.9M -$353K -10,230 -16%

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.