We are live on ! Find out more
IJH icon

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
CBU
626
CIBC Bank USA
Illinois
$757K -$54.5K -1,565 -7%
BWM
627
BigSur Wealth Management
Florida
$751K
PCTC
628
Perkins Coie Trust Company
Washington
$746K
BSW
629
Buckingham Strategic Wealth
Missouri
$739K -$5.22K -150 -0.7%
PCA
630
Personal Capital Advisors
California
$738K +$178K +5,110 +33%
DW
631
Domani Wealth
Pennsylvania
$734K -$188K -5,390 -21%
GIA
632
Granite Investment Advisors
New Hampshire
$729K +$41.8K +1,200 +6%
HPC
633
HM Payson & Co
Maine
$727K -$74.7K -2,145 -10%
RWA
634
Ropes Wealth Advisors
Massachusetts
$725K
BIAS
635
Beacon Investment Advisory Services
New Jersey
$712K +$693K +19,905 New
VWM
636
Venturi Wealth Management
Texas
$704K -$97.5K -2,800 -13%
BCM
637
BTC Capital Management
Iowa
$698K -$105K -3,025 -13%
IIM
638
Ipswich Investment Management
Massachusetts
$693K +$37.3K +1,070 +6%
Axa
639
Axa
France
$690K
EFSCE
640
Enterprise Financial Services Corp (EFSC)
Missouri
$689K +$62.3K +1,790 +10%
EAM
641
Evanson Asset Management
California
$688K +$217K +6,230 +48%
AC
642
Abbrea Capital
California
$684K
CRC
643
Curi RMB Capital
Illinois
$678K
VWA
644
V Wealth Advisors
Kansas
$675K +$27.5K +790 +4%
KL
645
KWMG LLC
Kansas
$672K -$4K -115 -0.6%
TCOT
646
Trust Company of Toledo
Ohio
$670K +$18.5K +530 +3%
OIA
647
Optimum Investment Advisors
Illinois
$664K +$21.2K +610 +3%
WA
648
WBH Advisory
Maryland
$663K +$25.3K +725 +4%
Lido Advisors
649
Lido Advisors
California
$656K +$625K +17,935 New
MLL
650
Moody Lynn & Lieberson
Massachusetts
$644K -$89.5K -2,570 -12%

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.