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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
RSA
576
Robertson Stephens Advisors
California
$947K -$261K -7,570 -22%
PL
577
Plancorp LLC
Missouri
$938K
PWAG
578
Polaris Wealth Advisory Group
California
$919K +$912K +26,410 New
MFT
579
Moisand Fitzgerald Tamayo
Florida
$915K -$14.8K -430 -2%
AFP
580
Ausdal Financial Partners
Iowa
$912K -$895K -25,935 -50%
OMC
581
Overbrook Management Corp
New York
$912K -$173K -5,000 -16%
RG
582
Rathbones Group
United Kingdom
$901K -$67.8K -1,965 -7%
DW
583
Domani Wealth
Pennsylvania
$901K +$11.9K +345 +1%
CLOS
584
Compagnie Lombard Odier SCmA
Switzerland
$901K +$551K +15,950 +160%
FFA
585
First Foundation Advisors
California
$890K
HCMT
586
Highland Capital Management (Tennessee)
Tennessee
$871K +$72K +2,085 +9%
SG
587
StoneX Group
New York
$868K +$862K +24,960 New
VAM
588
Visionary Asset Management
Texas
$859K -$2.96M -85,800 -78%
AF
589
Alerus Financial
North Dakota
$835K
ST
590
Spinnaker Trust
Maine
$829K +$106K +3,075 +15%
CCA
591
Clearwater Capital Advisors
Illinois
$815K +$80.4K +2,330 +11%
UBV
592
United Bank (Virginia)
Virginia
$814K +$429K +12,420 +113%
BWAM
593
Boyd Watterson Asset Management
Ohio
$812K +$267K +7,725 +49%
BFS
594
Bradley Foster & Sargent
Connecticut
$810K +$153K +4,430 +23%
KWM
595
Kingsview Wealth Management
Oregon
$804K +$132K +3,810 +20%
EVM
596
Eaton Vance Management
Massachusetts
$800K -$26.4K -765 -3%
FHC
597
First Heartland Consultants
Missouri
$798K +$171K +4,965 +28%
CBU
598
CIBC Bank USA
Illinois
$791K -$58.7K -1,700 -7%
IC
599
Intersect Capital
California
$790K +$178K +5,170 +30%
GJIC
600
Gamble Jones Investment Counsel
California
$787K

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.