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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
PA
501
Pinnacle Associates
New York
$1.65M -$28.3K -820 -2%
MHS
502
M Holdings Securities
Oregon
$1.64M -$156K -4,530 -9%
1IA
503
1834 Investment Advisors
Wisconsin
$1.63M +$18.6K +540 +1%
PFM
504
Parsec Financial Management
North Carolina
$1.62M +$724K +20,960 +82%
KIA
505
KCM Investment Advisors
California
$1.62M -$25.9K -750 -2%
CA
506
Continuum Advisory
Idaho
$1.62M +$179K +5,180 +13%
HWA
507
Heritage Way Advisors
Illinois
$1.59M +$580K +16,810 +58%
BRWA
508
B. Riley Wealth Advisors
Florida
$1.58M -$103K -2,990 -6%
CAW
509
Cornerstone Advisors (Washington)
Washington
$1.55M
BCMO
510
Buckingham Capital Management (Ohio)
Ohio
$1.54M -$49.4K -1,430 -3%
EFS
511
Essex Financial Services
Connecticut
$1.54M +$187K +5,410 +14%
Koshinski Asset Management
512
Koshinski Asset Management
Illinois
$1.54M -$63.5K -1,840 -4%
FWP
513
FAS Wealth Partners
Kansas
$1.53M -$36.2K -1,050 -2%
FFS
514
Founders Financial Securities
Maryland
$1.53M -$135K -3,910 -8%
HH
515
Hilltop Holdings
Texas
$1.52M -$1.49M -43,020 -50%
WF
516
Welch & Forbes
Massachusetts
$1.52M +$65.6K +1,900 +5%
NFG
517
Next Financial Group
Texas
$1.52M +$545K +15,780 +57%
MCM
518
Manchester Capital Management
Vermont
$1.51M -$16.4K -475 -1%
HI
519
Horizon Investments
North Carolina
$1.5M -$142K -4,100 -9%
HS
520
Horan Securities
United States
$1.5M +$24.3K +705 +2%
FANJ
521
Financial Architects (New Jersey)
New Jersey
$1.5M +$31.1K +900 +2%
ST
522
Smithfield Trust
Pennsylvania
$1.49M +$514K +14,890 +53%
FHA
523
Flagship Harbor Advisors
Massachusetts
$1.49M +$183K +5,295 +14%
SQA
524
Simon Quick Advisors
New Jersey
$1.48M +$246K +7,120 +20%
AW
525
ACG Wealth
Georgia
$1.47M +$12.1K +350 +0.8%

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.