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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
LC
501
LCNB Corp
Ohio
$1.62M +$516K +15,165 +47%
KIA
502
KCM Investment Advisors
California
$1.62M +$3.23K +95 +0.2%
1SB
503
1ST Source Bank
Indiana
$1.6M +$242K +7,100 +18%
BA
504
Boston Advisors
Massachusetts
$1.6M -$1.78M -52,360 -53%
1IA
505
1834 Investment Advisors
Wisconsin
$1.59M -$57.9K -1,700 -4%
Capstone Investment Advisors
506
Capstone Investment Advisors
New York
$1.59M +$1.58M +46,390 New
SS
507
Simplicity Solutions
Minnesota
$1.58M -$582K -17,115 -27%
Koshinski Asset Management
508
Koshinski Asset Management
Illinois
$1.58M +$44.2K +1,300 +3%
BCMO
509
Buckingham Capital Management (Ohio)
Ohio
$1.57M -$73.7K -2,165 -5%
DSC
510
Duncker Streett & Co
Missouri
$1.56M +$121K +3,545 +8%
AWA
511
Arete Wealth Advisors
Illinois
$1.56M +$390K +11,465 +34%
NGA
512
Naples Global Advisors
Florida
$1.56M +$154K +4,525 +11%
FWP
513
FAS Wealth Partners
Kansas
$1.54M +$458K +13,460 +43%
WTC
514
WhitTier Trust Company
Nevada
$1.54M -$8.51K -250 -0.6%
Neuberger Berman Group
515
Neuberger Berman Group
New York
$1.54M +$250K +7,360 +20%
CAW
516
Cornerstone Advisors (Washington)
Washington
$1.53M +$1.37M +40,400 +969%
FWIA
517
Fort Washington Investment Advisors
Ohio
$1.52M -$69.8K -2,050 -4%
MCM
518
Manchester Capital Management
Vermont
$1.5M
GBT
519
Grove Bank & Trust
Florida
$1.49M +$1.33M +39,025 +886%
SCM
520
SOL Capital Management
Maryland
$1.49M -$645K -18,940 -30%
FANJ
521
Financial Architects (New Jersey)
New Jersey
$1.44M +$877K +25,780 +158%
AW
522
ACG Wealth
Georgia
$1.43M +$140K +4,105 +11%
WF
523
Welch & Forbes
Massachusetts
$1.43M +$1.15M +33,900 +432%
CWM
524
Concert Wealth Management
California
$1.42M +$122K +3,585 +9%
CA
525
Continuum Advisory
Idaho
$1.41M +$1.41M +41,300 New

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.