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iShares Core S&P Mid-Cap ETF

918 hedge funds and large institutions have $25.4B invested in iShares Core S&P Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 455 increasing their positions, 266 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 29

101% more call options, than puts

Call options by funds: $27.9M | Put options by funds: $13.9M

71% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 266

13% more capital invested

Capital invested by funds: $22.6B → $25.4B (+$2.84B)

11% more funds holding in top 10

Funds holding in top 10: 177196 (+19)

6% more funds holding

Funds holding: 869918 (+49)

0.19% less ownership

Funds ownership: 326.63%326.44% (-0.19%)

Holders
918
Holders Change
+49
Holders Change %
+5.64%
% of All Funds
22.85%
Holding in Top 10
196
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.73%
% of All Funds
4.88%
New
87
Increased
455
Reduced
266
Closed
29
Calls
$27.9M
Puts
$13.9M
Net Calls
+$14M
Net Calls Change
-$3.72M
Name Holding Trade Value Shares
Change
Change in
Stake
DSN
651
D. Scott Neal
Kentucky
$602K +$463K +13,590 +340%
IC
652
Intersect Capital
California
$600K -$53.9K -1,585 -8%
DAS
653
Dynamic Advisor Solutions
Arizona
$598K +$7.15K +210 +1%
GIA
654
Granite Investment Advisors
New Hampshire
$598K +$174K +5,125 +41%
SCA
655
STALEY CAPITAL ADVISERS
Pennsylvania
$572K
CAL
656
Capital Advisors Ltd
Ohio
$571K +$28.4K +835 +5%
EDRIA
657
Edmonds Duncan Registered Investment Advisors
Kansas
$569K +$72.8K +2,140 +15%
PWM
658
Perigon Wealth Management
California
$558K -$64.2K -1,885 -10%
NSIM
659
North Star Investment Management
Illinois
$557K
MIM
660
Marco Investment Management
Georgia
$556K -$30.5K -895 -5%
MAM
661
Marquette Asset Management
Minnesota
$553K
SBIA
662
Sheaff Brock Investment Advisors
Indiana
$551K +$548K +16,100 New
QAM
663
QCI Asset Management
New York
$550K +$14.8K +435 +3%
SCA
664
Salient Capital Advisors
Texas
$544K +$24.2K +710 +5%
FBC
665
Fairfield, Bush & Co
Connecticut
$543K -$102K -3,000 -16%
CCA
666
Conservest Capital Advisors
Pennsylvania
$540K +$536K +15,755 New
AMCA
667
Arthur M. Cohen & Associates
Illinois
$539K +$289K +8,505 +118%
HCIA
668
Hochman Cole Investment Advisors
Illinois
$538K -$20.6K -605 -4%
BWAM
669
Boyd Watterson Asset Management
Ohio
$535K
SC
670
Savant Capital
Illinois
$535K +$98.7K +2,900 +23%
CHC
671
City Holding Co
West Virginia
$534K
SFM
672
Signature Financial Management
Virginia
$533K
ZB
673
Zions Bancorporation
Utah
$526K -$41.7K -1,225 -7%
WT
674
Washington Trust
Rhode Island
$521K -$3.74K -110 -0.7%
SLT
675
St Louis Trust
Missouri
$518K

IJH Hedge Fund Activity: Q1 2017 in Review

918 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2017, worth a combined $25.4B — up 13% from $22.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IJH positions and 29 closed out — a net gain of 58 holders — while 455 added to existing stakes and 266 trimmed.

The largest buyer was BlackRock, adding an estimated $800M. The largest seller was State of Wisconsin Investment Board, exiting entirely with an estimated $502M sold.

  • 918 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2017, up from 869 in Q4 2016.
  • Funds reported $25.4B of iShares Core S&P Mid-Cap ETF stock for Q1 2017, up 13% quarter-over-quarter.
  • 87 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2017 and 29 closed out, a net change of +58 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2017 was BlackRock, an estimated $800M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2017 was State of Wisconsin Investment Board, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2017.