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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
RCA
551
Rowland Carmichael Advisors
Arizona
$1.2M -$41.9K -1,230 -3%
ST
552
Somerset Trust
Pennsylvania
$1.19M +$340 +10 +0%
MC
553
Moors & Cabot
Massachusetts
$1.17M -$82.2K -2,415 -7%
FWM
554
Focused Wealth Management
New York
$1.15M +$1.15M +33,705 New
RSA
555
Robertson Stephens Advisors
California
$1.15M -$1.48M -43,460 -56%
TC
556
Trust Company
Kansas
$1.15M +$141K +4,145 +14%
SIA
557
Starfire Investment Advisers
Michigan
$1.14M +$120K +3,535 +12%
Calamos Advisors
558
Calamos Advisors
Illinois
$1.13M +$3.4K +100 +0.3%
EWA
559
EP Wealth Advisors
California
$1.13M +$141K +4,130 +14%
IWMPD
560
Integrated Wealth Management (Palm Desert)
California
$1.13M +$22.1K +650 +2%
FMW
561
Farr Miller & Washington
District of Columbia
$1.12M +$158K +4,630 +16%
BJL
562
Brighton Jones LLC
Washington
$1.12M +$659K +19,365 +146%
ZIC
563
ZWJ Investment Counsel
Georgia
$1.1M +$1.09M +32,080 New
ASC
564
Atalanta Sosnoff Capital
New York
$1.1M +$404K +11,875 +59%
CI
565
Cigna Investments
Connecticut
$1.08M
RAM
566
Riggs Asset Management
Pennsylvania
$1.08M -$12.9K -380 -1%
Legal & General Group
567
Legal & General Group
United Kingdom
$1.07M +$476K +13,975 +81%
OMC
568
Overbrook Management Corp
New York
$1.07M
RG
569
Rikoon Group
New Mexico
$1.06M -$7.15K -210 -0.7%
RWMH
570
Riverpoint Wealth Management Holdings
Illinois
$1.05M +$1.19K +35 +0.1%
Thrivent Financial for Lutherans
571
Thrivent Financial for Lutherans
Minnesota
$1.01M
EWA
572
Exencial Wealth Advisors
Oklahoma
$1M -$16.2K -475 -2%
HWA
573
Heritage Way Advisors
Illinois
$990K +$57.3K +1,685 +6%
DE
574
Day & Ennis
Georgia
$974K +$614K +18,035 +173%
SLG
575
Stanley-Laman Group
Pennsylvania
$969K +$50.2K +1,475 +5%

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.