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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
PGA
451
Portland Global Advisors
Maine
$2.38M
LC
452
LCNB Corp
Ohio
$2.38M -$7.84K -225 -0.3%
FBA
453
Front Barnett Associates
Illinois
$2.37M +$1.74K +50 +0.1%
HCC
454
Hirtle Callaghan & Co
Pennsylvania
$2.34M +$435K +12,500 +24%
SCM
455
Sterling Capital Management
North Carolina
$2.32M +$1.22K +35 +0.1%
ECM
456
Exchange Capital Management
Michigan
$2.31M +$586K +16,835 +35%
KPCM
457
Kings Point Capital Management
New York
$2.31M +$60.3K +1,730 +3%
MAS
458
Madden Advisory Services
Florida
$2.3M
AC
459
Alley Company
Illinois
$2.29M -$621K -17,820 -22%
KCP
460
KDI Capital Partners
North Carolina
$2.29M +$3.33M +95,730 +744%
SNT
461
Security National Trust
West Virginia
$2.28M -$64.1K -1,840 -3%
BIM
462
Bridgecreek Investment Management
Oklahoma
$2.27M
SCM
463
SOL Capital Management
Maryland
$2.26M -$159K -4,565 -7%
Neuberger Berman Group
464
Neuberger Berman Group
New York
$2.25M +$271K +7,790 +14%
GP
465
Geneva Partners
Wisconsin
$2.25M +$2.19M +62,925 New
CB
466
Chemical Bank
Michigan
$2.25M -$53.1K -1,525 -2%
FNBT
467
FineMark National Bank & Trust
Florida
$2.19M +$222K +6,380 +12%
WA
468
WealthTrust-Arizona
Arizona
$2.16M -$167K -4,800 -7%
CBT
469
Central Bank & Trust
Kentucky
$2.14M -$180K -5,180 -8%
CA
470
Continuum Advisory
Idaho
$2.13M +$459K +13,190 +28%
Invesco
471
Invesco
Georgia
$2.13M +$190K +5,445 +10%
MWP
472
Moller Wealth Partners
$2.12M
HT
473
Hefren-Tillotson
Pennsylvania
$2.1M -$78.2K -2,245 -4%
CCM
474
Condor Capital Management
New Jersey
$2.09M -$17.2K -495 -0.8%
OWD
475
Osborn Williams & Donohoe
Ohio
$2.07M +$3.83K +110 +0.2%

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.