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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
AAM
551
Aureus Asset Management
Massachusetts
$1.26M
AllianceBernstein
552
AllianceBernstein
Tennessee
$1.26M +$546K +15,820 +78%
ACM
553
Azimuth Capital Management
Michigan
$1.25M
ST
554
Somerset Trust
Pennsylvania
$1.22M +$5.35K +155 +0.4%
JG
555
Jefferies Group
New York
$1.2M +$434K +12,565 +57%
SIA
556
Starfire Investment Advisers
Michigan
$1.19M +$20.9K +605 +2%
RCA
557
Rowland Carmichael Advisors
Arizona
$1.18M -$30.4K -880 -3%
EWA
558
EP Wealth Advisors
California
$1.18M +$32.3K +935 +3%
JAFL
559
Jay A. Fishman Ltd
Michigan
$1.17M +$380K +11,000 +49%
ZIC
560
ZWJ Investment Counsel
Georgia
$1.16M +$47.1K +1,365 +4%
BJL
561
Brighton Jones LLC
Washington
$1.13M -$3.8K -110 -0.3%
HCA
562
Heck Capital Advisors
Wisconsin
$1.13M -$276K -7,990 -20%
CNBT
563
Canandaigua National Bank & Trust
New York
$1.11M +$1.11M +32,040 New
RAM
564
Riggs Asset Management
Pennsylvania
$1.11M +$12.4K +360 +1%
BHBT
565
Burke & Herbert Bank & Trust
Virginia
$1.11M -$228K -6,600 -17%
RWMH
566
Riverpoint Wealth Management Holdings
Illinois
$1.08M +$1.04K +30 +0.1%
RG
567
Rikoon Group
New Mexico
$1.07M
ASC
568
Atalanta Sosnoff Capital
New York
$1.03M -$83.9K -2,430 -8%
TC
569
Trust Company
Kansas
$1.02M -$146K -4,235 -13%
SI
570
Stephens Inc
Arkansas
$1.02M +$112K +3,230 +12%
DDC
571
DF Dent & Co
Maryland
$1.01M +$1.01M +29,170 New
CI
572
Cigna Investments
Connecticut
$1M -$94.9K -2,750 -9%
LIA
573
LBMC Investment Advisors
Tennessee
$979K +$690 +20 +0.1%
SLG
574
Stanley-Laman Group
Pennsylvania
$975K -$9.84K -285 -1%
MBTD
575
Mechanics Bank - Trust Department
California
$963K

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.