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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
RG
576
Rikoon Group
New Mexico
$1.1M +$2.61K +75 +0.2%
UBV
577
United Bank (Virginia)
Virginia
$1.09M +$248K +7,110 +30%
PWAG
578
Polaris Wealth Advisory Group
California
$1.06M +$110K +3,145 +12%
EWA
579
EP Wealth Advisors
California
$1.05M -$157K -4,520 -13%
CCA
580
Clearwater Capital Advisors
Illinois
$1.05M +$191K +5,475 +23%
DDC
581
DF Dent & Co
Maryland
$1.04M
CCMD
582
Cypress Capital Management (Delaware)
Delaware
$1.04M +$1.01M +29,000 New
CA
583
Commerzbank Aktiengesellschaft
Germany
$1.04M +$476K +13,680 +89%
SI
584
Stephens Inc
Arkansas
$1.02M -$25.1K -720 -2%
MA
585
MCF Advisors
Kentucky
$1.01M +$495K +14,220 +101%
LIA
586
LBMC Investment Advisors
Tennessee
$1.01M +$1.39K +40 +0.1%
AFP
587
Ausdal Financial Partners
Iowa
$1M +$62.3K +1,790 +7%
SLG
588
Stanley-Laman Group
Pennsylvania
$996K -$6.09K -175 -0.6%
SPIA
589
Strategic Point Investment Advisors
Rhode Island
$987K +$413K +11,865 +75%
KWM
590
Kingsview Wealth Management
Oregon
$974K +$143K +4,110 +18%
B
591
Brightworth
Georgia
$969K +$943K +27,085 New
BFS
592
Bradley Foster & Sargent
Connecticut
$965K +$129K +3,690 +16%
PL
593
Plancorp LLC
Missouri
$964K
MWM
594
Meridian Wealth Management
Kentucky
$955K +$453K +13,005 +91%
EVM
595
Eaton Vance Management
Massachusetts
$943K +$117K +3,345 +15%
OMC
596
Overbrook Management Corp
New York
$938K
MFT
597
Moisand Fitzgerald Tamayo
Florida
$935K -$6.27K -180 -0.7%
CDIA
598
Capital Directions Investment Advisors
Georgia
$935K +$910K +26,120 New
HCMT
599
Highland Capital Management (Tennessee)
Tennessee
$930K +$33.3K +955 +4%
TI
600
Truepoint Inc
Ohio
$911K -$878K -25,215 -50%

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.