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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
PAMG
476
Patton Albertson Miller Group
Tennessee
$1.79M +$1.27M +37,460 +260%
WB
477
WesBanco Bank
West Virginia
$1.78M -$223K -6,545 -11%
CT
478
Cambridge Trust
Massachusetts
$1.78M +$266K +7,810 +18%
SHJ
479
Sharkey, Howes & Javer
Colorado
$1.78M +$56.8K +1,670 +3%
STMM
480
South Texas Money Management
Texas
$1.78M +$131K +3,840 +8%
CCT
481
Capital City Trust
Florida
$1.77M -$572K -16,800 -24%
KPCM
482
Kings Point Capital Management
New York
$1.77M -$343K -10,070 -16%
CPSAC
483
Chas P. Smith & Associates (CPS)
Florida
$1.77M +$310K +9,095 +21%
MHS
484
M Holdings Securities
Oregon
$1.77M +$163K +4,800 +10%
MIAN
485
Mariner Independent Advisor Network
Kansas
$1.76M -$13.3M -389,785 -88%
EA
486
Edge Advisors
Georgia
$1.75M +$102K +3,000 +6%
EWM
487
Evercore Wealth Management
New York
$1.75M +$29.8K +875 +2%
AF
488
Arrow Financial
New York
$1.75M +$1.31M +38,635 +313%
MOACM
489
Mutual of America Capital Management
New York
$1.74M +$300K +8,805 +21%
SAM
490
Solaris Asset Management
New York
$1.72M +$826K +24,270 +93%
HW
491
Hancock Whitney
Mississippi
$1.72M -$31.5K -925 -2%
AIP
492
Almanack Investment Partners
Pennsylvania
$1.71M -$373K -10,970 -18%
UBG
493
United Bank (Georgia)
Georgia
$1.67M +$11.4K +335 +0.7%
BRWA
494
B. Riley Wealth Advisors
Florida
$1.65M -$237K -6,955 -13%
PAG
495
Pinnacle Advisory Group
Maryland
$1.65M +$536K +15,735 +48%
PA
496
Pinnacle Associates
New York
$1.65M +$106K +3,120 +7%
BHIA
497
Birch Hill Investment Advisors
Massachusetts
$1.64M +$13.3K +390 +0.8%
FFS
498
Founders Financial Securities
Maryland
$1.64M +$10.9K +320 +0.7%
HI
499
Horizon Investments
North Carolina
$1.63M +$5.28K +155 +0.3%
Invesco
500
Invesco
Georgia
$1.62M +$177K +5,190 +12%

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.