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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
RWA
626
Ropes Wealth Advisors
Massachusetts
$705K
CIC
627
Carnegie Investment Counsel
Ohio
$699K -$12.9K -375 -2%
SC
628
SouthState Corp
Florida
$690K +$42.1K +1,220 +7%
GIA
629
Granite Investment Advisors
New Hampshire
$685K +$58.5K +1,695 +10%
TNBTD
630
Trustmark National Bank Trust Department
Mississippi
$679K +$20.5K +595 +3%
Axa
631
Axa
France
$671K
BFPW
632
BOK Financial Private Wealth
Colorado
$665K -$51.6K -1,495 -7%
AC
633
Abbrea Capital
California
$665K
GWS
634
Glassman Wealth Services
Virginia
$663K +$268K +7,775 +69%
FCH
635
Freestone Capital Holdings
Washington
$659K +$168K +4,855 +34%
CRC
636
Curi RMB Capital
Illinois
$659K +$654K +18,945 New
KL
637
KWMG LLC
Kansas
$658K -$690 -20 -0.1%
SEI Investments
638
SEI Investments
Pennsylvania
$641K +$594K +17,200 +1,416%
IIM
639
Ipswich Investment Management
Massachusetts
$637K -$9.67K -280 -2%
TCOT
640
Trust Company of Toledo
Ohio
$633K -$17.3K -500 -3%
VWA
641
V Wealth Advisors
Kansas
$629K -$105K -3,030 -14%
OIA
642
Optimum Investment Advisors
Illinois
$624K
CL
643
CIM LLC
New York
$621K
DBT
644
Dubuque Bank & Trust
Iowa
$620K -$35.9K -1,040 -6%
WA
645
WBH Advisory
Maryland
$620K
DSN
646
D. Scott Neal
Kentucky
$619K +$6.73K +195 +1%
RMCM
647
Reynders McVeigh Capital Management
Massachusetts
$614K -$75.9K -2,200 -11%
PFA
648
Pure Financial Advisors
California
$611K -$52.8K -1,530 -8%
B
649
Bellecapital
Switzerland
$611K
EFSCE
650
Enterprise Financial Services Corp (EFSC)
Missouri
$608K +$146K +4,235 +32%

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.