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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
MOACM
551
Mutual of America Capital Management
New York
$1.35M +$8.88K +255 +0.7%
FMW
552
Farr Miller & Washington
District of Columbia
$1.34M +$8.53K +245 +0.7%
RPG
553
Risk Paradigm Group
Texas
$1.34M +$12K +345 +0.9%
AF
554
Alerus Financial
North Dakota
$1.33M +$456K +13,090 +55%
RSA
555
Robertson Stephens Advisors
California
$1.32M +$339K +9,740 +36%
HI
556
Horizon Investments
North Carolina
$1.32M -$181K -5,185 -12%
SHWM
557
Smith & Howard Wealth Management
Georgia
$1.32M
AllianceBernstein
558
AllianceBernstein
Tennessee
$1.31M +$15.8K +455 +1%
RCA
559
Rowland Carmichael Advisors
Arizona
$1.3M +$83.8K +2,405 +7%
AAM
560
Aureus Asset Management
Massachusetts
$1.3M
SF
561
Synovus Financial
Georgia
$1.27M -$40.9K -1,175 -3%
HCA
562
Heck Capital Advisors
Wisconsin
$1.27M +$107K +3,070 +9%
ZIC
563
ZWJ Investment Counsel
Georgia
$1.27M +$72.1K +2,070 +6%
ST
564
Somerset Trust
Pennsylvania
$1.27M +$13.9K +400 +1%
SIA
565
Starfire Investment Advisers
Michigan
$1.23M
JAFL
566
Jay A. Fishman Ltd
Michigan
$1.22M +$17.4K +500 +1%
NFG
567
Next Financial Group
Texas
$1.22M -$347K -9,965 -23%
KBFS
568
Kohmann Bosshard Financial Services
Ohio
$1.18M +$1.15M +32,880 New
WA
569
Waverly Advisors
Alabama
$1.17M +$1.13M +32,570 New
DSC
570
Duncker Streett & Co
Missouri
$1.15M -$234K -6,725 -17%
CNBT
571
Canandaigua National Bank & Trust
New York
$1.14M -$2.09K -60 -0.2%
BHBT
572
Burke & Herbert Bank & Trust
Virginia
$1.14M
RWMH
573
Riverpoint Wealth Management Holdings
Illinois
$1.13M +$1.22K +35 +0.1%
CI
574
Cigna Investments
Connecticut
$1.13M +$95.8K +2,750 +10%
MCM
575
Mitchell Capital Management
Kansas
$1.12M -$763K -21,910 -41%

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.