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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
RC
526
RegentAtlantic Capital
New Jersey
$1.47M +$64.2K +1,860 +5%
BFO
527
Boston Family Office
Massachusetts
$1.41M +$699K +20,250 +99%
QCG
528
Quadrant Capital Group
Ohio
$1.41M
FA
529
FC Advisory
Pennsylvania
$1.41M +$173 +5 +0%
WAM
530
Weatherly Asset Management
California
$1.41M -$17.4K -505 -1%
HCA
531
Harbour Capital Advisors
Virginia
$1.39M -$44K -1,275 -3%
Calamos Advisors
532
Calamos Advisors
Illinois
$1.39M +$235K +6,800 +21%
SXL
533
Summit X LLC
Missouri
$1.36M +$1.34M +38,725 New
FFSOTS
534
Fiduciary Financial Services of The Southwest
Texas
$1.36M +$52.8K +1,530 +4%
MC
535
Moors & Cabot
Massachusetts
$1.35M +$171K +4,940 +15%
SIAS
536
Shine Investment Advisory Services
Colorado
$1.35M +$440K +12,750 +49%
DSC
537
Duncker Streett & Co
Missouri
$1.35M -$233K -6,760 -15%
Thrivent Financial for Lutherans
538
Thrivent Financial for Lutherans
Minnesota
$1.34M +$288K +8,335 +28%
PGFC
539
Peapack-Gladstone Financial Corp
New Jersey
$1.33M +$49.7K +1,440 +4%
DE
540
Day & Ennis
Georgia
$1.33M +$336K +9,725 +34%
TNB
541
Thomasville National Bank
Georgia
$1.32M +$88.7K +2,570 +7%
LWAC
542
Laurel Wealth Advisors (California)
California
$1.31M -$12.1K -350 -0.9%
MOACM
543
Mutual of America Capital Management
New York
$1.31M -$458K -13,260 -26%
WS
544
Wedbush Securities
California
$1.3M -$36.9K -1,070 -3%
FWM
545
Focused Wealth Management
New York
$1.3M +$122K +3,535 +10%
FMW
546
Farr Miller & Washington
District of Columbia
$1.29M +$151K +4,375 +13%
CAM
547
Congress Asset Management
Massachusetts
$1.29M -$1.6M -46,475 -56%
RPG
548
Risk Paradigm Group
Texas
$1.29M -$70.8K -2,050 -5%
SHWM
549
Smith & Howard Wealth Management
Georgia
$1.28M
SF
550
Synovus Financial
Georgia
$1.28M +$1.15M +33,185 +917%

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.