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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
BCM
601
BTC Capital Management
Iowa
$784K
TG
602
Threshold Group
Washington
$783K
VKH
603
Virtu KCG Holdings
New York
$783K +$777K +22,520 New
HPC
604
HM Payson & Co
Maine
$782K +$63.3K +1,835 +9%
VWM
605
Venturi Wealth Management
Texas
$775K -$69.9K -2,025 -8%
FNT
606
First Nebraska Trust
Nebraska
$775K +$9.67K +280 +1%
ANB
607
Amarillo National Bank
Texas
$774K +$35.7K +1,035 +5%
ATC
608
Argent Trust Co
Tennessee
$771K -$64K -1,855 -8%
B
609
Bridgeworth
Alabama
$767K -$22.8K -660 -3%
WJA
610
Williams Jones & Associates
New York
$761K -$46.6K -1,350 -6%
N
611
Natixis
France
$757K +$113K +3,270 +18%
WCM
612
Wealthcare Capital Management
Virginia
$756K -$18K -520 -2%
FWSM
613
First Wilshire Securities Management
California
$748K
BP
614
BBR Partners
New York
$746K
WCWM
615
Wooster Corthell Wealth Management
Connecticut
$742K -$55.9K -1,620 -7%
GT
616
Glenview Trust
Kentucky
$742K -$6.21K -180 -0.8%
AMCA
617
Arthur M. Cohen & Associates
Illinois
$742K +$182K +5,265 +33%
GLA
618
Great Lakes Advisors
Illinois
$735K -$77.5K -2,245 -10%
CIA
619
Choate Investment Advisors
Massachusetts
$734K -$8.63K -250 -1%
BWM
620
BigSur Wealth Management
Florida
$733K
LBC
621
Lowe Brockenbrough & Co
Virginia
$731K +$318K +9,200 +78%
PCTC
622
Perkins Coie Trust Company
Washington
$725K +$8.29K +240 +1%
BSW
623
Buckingham Strategic Wealth
Missouri
$723K +$111K +3,205 +18%
Legal & General Group
624
Legal & General Group
United Kingdom
$717K -$367K -10,625 -34%
MLL
625
Moody Lynn & Lieberson
Massachusetts
$716K +$71.5K +2,070 +11%

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.