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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
HCA
526
Harbour Capital Advisors
Virginia
$1.41M +$1.4M +41,100 New
HS
527
Horan Securities
United States
$1.41M +$4.59K +135 +0.3%
WAM
528
Weatherly Asset Management
California
$1.4M +$300K +8,820 +27%
QCG
529
Quadrant Capital Group
Ohio
$1.39M +$34.5K +1,015 +3%
FA
530
FC Advisory
Pennsylvania
$1.39M +$1.36K +40 +0.1%
HCA
531
Heck Capital Advisors
Wisconsin
$1.38M +$33.2K +975 +2%
RC
532
RegentAtlantic Capital
New Jersey
$1.38M +$10.9K +320 +0.8%
DC
533
Davenport & Co
Virginia
$1.34M -$11.4K -335 -0.8%
RPG
534
Risk Paradigm Group
Texas
$1.34M +$36.1K +1,060 +3%
EFS
535
Essex Financial Services
Connecticut
$1.33M +$47.8K +1,405 +4%
BHBT
536
Burke & Herbert Bank & Trust
Virginia
$1.32M -$28.2K -830 -2%
WS
537
Wedbush Securities
California
$1.31M +$42.4K +1,245 +3%
LWAC
538
Laurel Wealth Advisors (California)
California
$1.3M +$79.5K +2,335 +7%
QA
539
Quantitative Advantage
Minnesota
$1.29M -$355K -10,445 -22%
FFSOTS
540
Fiduciary Financial Services of The Southwest
Texas
$1.28M +$36.6K +1,075 +3%
WF
541
WealthTrust Fairport
Ohio
$1.28M +$1.27M +37,330 New
FHA
542
Flagship Harbor Advisors
Massachusetts
$1.27M +$205K +6,025 +19%
PGFC
543
Peapack-Gladstone Financial Corp
New Jersey
$1.26M +$327K +9,600 +35%
SHWM
544
Smith & Howard Wealth Management
Georgia
$1.26M
AAM
545
Aureus Asset Management
Massachusetts
$1.25M
ACM
546
Azimuth Capital Management
Michigan
$1.23M -$25.9K -760 -2%
KBFS
547
Kohmann Bosshard Financial Services
Ohio
$1.23M -$14.1K -415 -1%
TI
548
Truepoint Inc
Ohio
$1.22M -$18K -530 -1%
TNB
549
Thomasville National Bank
Georgia
$1.21M +$1.21M +35,455 New
SQA
550
Simon Quick Advisors
New Jersey
$1.21M +$893K +26,230 +285%

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.