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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
CAM
651
Concorde Asset Management
Michigan
$607K +$327K +9,475 +119%
DCM
652
Dimension Capital Management
Florida
$607K +$603K +17,455 New
DAS
653
Dynamic Advisor Solutions
Arizona
$602K -$5.18K -150 -0.9%
DIA
654
Denver Investment Advisors
Colorado
$599K +$393K +11,375 +194%
AP
655
Appleton Partners
Massachusetts
$596K -$109K -3,170 -16%
BB
656
Busey Bank
Illinois
$590K -$163K -4,725 -22%
CAL
657
Capital Advisors Ltd
Ohio
$587K +$6.39K +185 +1%
SCA
658
Salient Capital Advisors
Texas
$585K +$32.5K +940 +6%
SCA
659
STALEY CAPITAL ADVISERS
Pennsylvania
$581K
EDRIA
660
Edmonds Duncan Registered Investment Advisors
Kansas
$578K +$9.49K +275 +2%
EF
661
Empirical Finance
Pennsylvania
$574K +$569K +16,480 New
NSIM
662
North Star Investment Management
Illinois
$566K
BC
663
Bartlett & Co
Ohio
$566K +$80.3K +2,325 +17%
MIM
664
Marco Investment Management
Georgia
$565K +$173 +5 +0%
MAM
665
Marquette Asset Management
Minnesota
$561K
QAM
666
QCI Asset Management
New York
$559K
BTW
667
Boston Trust Walden
Massachusetts
$557K +$77.7K +2,250 +16%
Barclays
668
Barclays
United Kingdom
$550K -$382K -11,080 -41%
CCA
669
Conservest Capital Advisors
Pennsylvania
$548K +$173 +5 +0%
SPIA
670
Strategic Point Investment Advisors
Rhode Island
$547K +$393K +11,380 +262%
CHC
671
City Holding Co
West Virginia
$543K
Simplex Trading
672
Simplex Trading
Illinois
$543K +$540K +15,630 New
SFM
673
Signature Financial Management
Virginia
$542K
PCA
674
Personal Capital Advisors
California
$540K +$33.3K +965 +7%
SFSIG
675
San Francisco Sentry Investment Group
California
$540K +$237K +6,875 +80%

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.