We are live on ! Find out more
IJH icon

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
WB
476
WesBanco Bank
West Virginia
$1.89M +$77K +2,230 +4%
Invesco
477
Invesco
Georgia
$1.88M +$227K +6,575 +14%
DC
478
Davenport & Co
Virginia
$1.86M +$443K +12,825 +32%
MCM
479
Mitchell Capital Management
Kansas
$1.85M -$148K -4,300 -7%
HCC
480
Hirtle Callaghan & Co
Pennsylvania
$1.84M -$238K -6,895 -12%
BHIA
481
Birch Hill Investment Advisors
Massachusetts
$1.82M +$149K +4,325 +9%
PAMG
482
Patton Albertson Miller Group
Tennessee
$1.82M -$6.21K -180 -0.3%
CCT
483
Capital City Trust
Florida
$1.8M
STMM
484
South Texas Money Management
Texas
$1.79M -$12.6K -365 -0.7%
EA
485
Edge Advisors
Georgia
$1.78M
RPGK
486
Retirement Planning Group (Kansas)
Kansas
$1.77M -$84.4K -2,445 -5%
TI
487
Truepoint Inc
Ohio
$1.77M +$521K +15,090 +42%
HW
488
Hancock Whitney
Mississippi
$1.77M +$23.8K +690 +1%
EWM
489
Evercore Wealth Management
New York
$1.77M -$7.77K -225 -0.4%
UBG
490
United Bank (Georgia)
Georgia
$1.76M +$72.3K +2,095 +4%
GA
491
Geneva Advisors
Illinois
$1.75M -$162K -4,680 -9%
Members Trust
492
Members Trust
Florida
$1.72M -$306K -8,855 -15%
WF
493
WealthTrust Fairport
Ohio
$1.71M +$411K +11,910 +32%
CA
494
Cornerstone Advisory
Maryland
$1.7M +$1.69M +48,950 New
SHJ
495
Sharkey, Howes & Javer
Colorado
$1.69M -$115K -3,320 -6%
BUB
496
BBVA USA Bancshares
Texas
$1.69M -$153K -4,430 -8%
CT
497
Cambridge Trust
Massachusetts
$1.68M -$125K -3,625 -7%
TFF
498
The Family Firm
Maryland
$1.68M -$200K -5,780 -11%
ECM
499
Exchange Capital Management
Michigan
$1.66M +$1.23M +35,740 +296%
NGA
500
Naples Global Advisors
Florida
$1.66M +$75.9K +2,200 +5%

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.