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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
MIH
26
Madison Investment Holdings
Wisconsin
$129M -$3.68M -108,130 -3%
Goldman Sachs
27
Goldman Sachs
New York
$126M +$47M +1,381,695 +60%
V
28
Veritable
Delaware
$125M +$2.58M +75,760 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$121M +$17.2M +506,600 +17%
SIM
30
Scottrade Investment Management
Missouri
$121M +$11.2M +327,925 +10%
TCT
31
TIAA CREF Trust
Missouri
$117M +$26.9M +789,520 +30%
UB
32
UMB Bank
Missouri
$106M +$3.63M +106,610 +4%
HNB
33
Huntington National Bank
Ohio
$91.2M +$55.3K +1,625 +16%
HTC
34
Haverford Trust Company
Pennsylvania
$85.6M +$1.44M +42,310 +2%
AIM
35
Acropolis Investment Management
Missouri
$84.8M -$821K -24,130 -1%
Comerica Bank
36
Comerica Bank
Texas
$82.9M +$3.3M +96,920 +4%
LWMT
37
Legacy Wealth Management (Tennessee)
Tennessee
$82.1M -$1.2M -35,280 -1%
BF
38
BOK Financial
Oklahoma
$78.5M +$460K +13,530 +0.6%
LW
39
Linscomb Wealth
Texas
$77.9M +$437K +12,850 +0.6%
FMI
40
Factory Mutual Insurance
Massachusetts
$77M
M&T Bank
41
M&T Bank
New York
$76.1M +$1.35M +39,695 +2%
MRC
42
Millburn Ridgefield Corp
New York
$74.2M +$54.9M +1,613,100 +292%
Stifel Financial
43
Stifel Financial
Missouri
$71M +$7.32M +215,110 +12%
Fiera Capital (Canada)
44
Fiera Capital (Canada)
Quebec, Canada
$69.8M +$51.8M +1,521,700 +294%
UCFA
45
United Capital Financial Advisors
Texas
$68.3M +$5.17M +151,845 +8%
SMM
46
Stadion Money Management
Georgia
$64.4M -$5.76M -169,295 -8%
CCA
47
Catalyst Capital Advisors
New York
$63.8M +$44.6M +1,309,545 +237%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$61.9M +$22.4M +658,710 +57%
APCM
49
Alaska Permanent Capital Management
Alaska
$60.5M +$8.39M +246,590 +16%
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$60M +$3.97M +116,520 +7%

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.