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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
LIA
576
LBMC Investment Advisors
Tennessee
$963K +$1.19K +35 +0.1%
ST
577
Smithfield Trust
Pennsylvania
$961K +$20.8K +610 +2%
NFG
578
Next Financial Group
Texas
$960K -$1.55M -45,495 -62%
RG
579
Rathbones Group
United Kingdom
$954K +$104K +3,045 +12%
MBTD
580
Mechanics Bank - Trust Department
California
$948K -$6.81K -200 -0.7%
PL
581
Plancorp LLC
Missouri
$924K +$71.6K +2,105 +8%
Barclays
582
Barclays
United Kingdom
$921K +$252K +7,410 +38%
MFT
583
Moisand Fitzgerald Tamayo
Florida
$915K -$69.4K -2,040 -7%
CG
584
Caprock Group
Idaho
$895K +$424K +12,455 +91%
SIAS
585
Shine Investment Advisory Services
Colorado
$895K +$890K +26,140 New
SI
586
Stephens Inc
Arkansas
$891K +$96K +2,820 +12%
PFM
587
Parsec Financial Management
North Carolina
$879K +$334K +9,820 +62%
FFA
588
First Foundation Advisors
California
$876K +$871K +25,595 New
DW
589
Domani Wealth
Pennsylvania
$875K -$105K -3,080 -11%
MWM
590
Meridian Wealth Management
Kentucky
$875K +$897K +26,360 New
BFG
591
Beacon Financial Group
Texas
$853K -$768K -22,565 -48%
CBU
592
CIBC Bank USA
Illinois
$836K -$49.7K -1,460 -6%
VWM
593
Venturi Wealth Management
Texas
$824K +$243K +7,150 +42%
ATC
594
Argent Trust Co
Tennessee
$823K +$58.9K +1,730 +8%
AF
595
Alerus Financial
North Dakota
$821K -$6.64K -195 -0.8%
EVM
596
Eaton Vance Management
Massachusetts
$814K +$48.7K +1,430 +6%
GLA
597
Great Lakes Advisors
Illinois
$801K -$157K -4,625 -17%
WJA
598
Williams Jones & Associates
New York
$795K +$28.2K +830 +4%
HCMT
599
Highland Capital Management (Tennessee)
Tennessee
$786K -$103K -3,025 -12%
WCWM
600
Wooster Corthell Wealth Management
Connecticut
$786K -$46.6K -1,370 -6%

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.