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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
CCT
501
Capital City Trust
Florida
$1.8M
PA
502
Pinnacle Associates
New York
$1.79M +$86K +2,470 +5%
NGA
503
Naples Global Advisors
Florida
$1.78M +$67.9K +1,950 +4%
HW
504
Hancock Whitney
Mississippi
$1.77M -$41.4K -1,190 -2%
RPGK
505
Retirement Planning Group (Kansas)
Kansas
$1.76M -$57.3K -1,645 -3%
BUB
506
BBVA USA Bancshares
Texas
$1.75M +$10.6K +305 +0.6%
SHJ
507
Sharkey, Howes & Javer
Colorado
$1.74M -$19.5K -560 -1%
STMM
508
South Texas Money Management
Texas
$1.74M -$104K -3,000 -6%
BCMO
509
Buckingham Capital Management (Ohio)
Ohio
$1.73M +$142K +4,075 +9%
TFF
510
The Family Firm
Maryland
$1.73M +$3.83K +110 +0.2%
MHS
511
M Holdings Securities
Oregon
$1.73M +$42.3K +1,215 +3%
KIA
512
KCM Investment Advisors
California
$1.69M +$24.6K +705 +2%
HWA
513
Heritage Way Advisors
Illinois
$1.68M +$44.4K +1,275 +3%
CAM
514
Concorde Asset Management
Michigan
$1.68M +$1.03M +29,460 +169%
FHA
515
Flagship Harbor Advisors
Massachusetts
$1.64M +$86.6K +2,485 +6%
WF
516
Welch & Forbes
Massachusetts
$1.64M +$71.6K +2,055 +5%
1IA
517
1834 Investment Advisors
Wisconsin
$1.61M -$67.4K -1,935 -4%
CT
518
Cambridge Trust
Massachusetts
$1.61M -$121K -3,475 -7%
DE
519
Day & Ennis
Georgia
$1.6M +$228K +6,555 +17%
SQA
520
Simon Quick Advisors
New Jersey
$1.6M +$75.8K +2,175 +5%
CAW
521
Cornerstone Advisors (Washington)
Washington
$1.59M -$2.79K -80 -0.2%
HS
522
Horan Securities
United States
$1.57M +$23.7K +680 +2%
BJL
523
Brighton Jones LLC
Washington
$1.57M +$398K +11,415 +35%
FWM
524
Focused Wealth Management
New York
$1.57M +$228K +6,550 +18%
TNB
525
Thomasville National Bank
Georgia
$1.56M +$199K +5,725 +15%

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.