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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
MRC
26
Millburn Ridgefield Corp
New York
$173M +$19.2M +551,875 +13%
SIM
27
Scottrade Investment Management
Missouri
$171M +$13.6M +390,340 +9%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$168M -$16.2M -465,095 -9%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$151M +$6.35M +182,250 +5%
SIM
30
Sentry Investment Management
Wisconsin
$148M +$9.1M +261,335 +7%
TF
31
TIAA FSB
Florida
$136M +$4.91M +140,990 +4%
V
32
Veritable
Delaware
$131M -$665K -19,080 -0.5%
MIH
33
Madison Investment Holdings
Wisconsin
$125M +$5.14M +147,475 +4%
TD Asset Management
34
TD Asset Management
Ontario, Canada
$123M +$640K +18,365 +0.5%
HNB
35
Huntington National Bank
Ohio
$115M
UB
36
UMB Bank
Missouri
$111M -$1.01M -29,085 -0.9%
State Street
37
State Street
Massachusetts
$107M +$113K +3,240 +0.1%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$101M +$18.5M +530,320 +23%
HTC
39
Haverford Trust Company
Pennsylvania
$94.3M +$2.89M +82,965 +3%
AIM
40
Acropolis Investment Management
Missouri
$90.9M +$1.17M +33,650 +1%
BF
41
BOK Financial
Oklahoma
$87.5M +$2.81M +80,630 +3%
Comerica Bank
42
Comerica Bank
Texas
$83.6M -$1.86M -53,270 -2%
FMI
43
Factory Mutual Insurance
Massachusetts
$80.5M
LW
44
Linscomb Wealth
Texas
$80.1M -$258K -7,410 -0.3%
Stifel Financial
45
Stifel Financial
Missouri
$77.3M +$1.81M +51,890 +2%
UCFA
46
United Capital Financial Advisors
Texas
$74.6M +$529K +15,180 +0.7%
M&T Bank
47
M&T Bank
New York
$71.6M -$2.41M -69,165 -3%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$68.4M +$7.93M +227,715 +14%
APCM
49
Alaska Permanent Capital Management
Alaska
$67.5M +$2.52M +72,450 +4%
AG
50
Advisor Group
Arizona
$66.8M +$12.9M +369,200 +25%

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.