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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
DAS
651
Dynamic Advisor Solutions
Arizona
$644K +$24.2K +695 +4%
TNBTD
652
Trustmark National Bank Trust Department
Mississippi
$642K -$54.9K -1,575 -8%
RMCM
653
Reynders McVeigh Capital Management
Massachusetts
$642K +$9.93K +285 +2%
CL
654
CIM LLC
New York
$639K
DBT
655
Dubuque Bank & Trust
Iowa
$638K
BC
656
Bartlett & Co
Ohio
$636K +$52.2K +1,500 +9%
SLT
657
St Louis Trust
Missouri
$635K +$91.4K +2,625 +17%
GWS
658
Glassman Wealth Services
Virginia
$634K -$46.1K -1,325 -7%
WCWM
659
Wooster Corthell Wealth Management
Connecticut
$631K -$129K -3,695 -17%
B
660
Bellecapital
Switzerland
$629K
SWM
661
SigFig Wealth Management
California
$627K +$610K +17,510 New
DCM
662
Dimension Capital Management
Florida
$625K
BB
663
Busey Bank
Illinois
$625K +$17.4K +500 +3%
BRF
664
B. Riley Financial
California
$625K +$80.1K +2,300 +15%
DIA
665
Denver Investment Advisors
Colorado
$616K
CAL
666
Capital Advisors Ltd
Ohio
$614K +$9.93K +285 +2%
VFA
667
Valeo Financial Advisors
Indiana
$607K +$591K +16,960 New
SCA
668
STALEY CAPITAL ADVISERS
Pennsylvania
$598K
HS
669
Huntington Steele
Pennsylvania
$598K +$267K +7,675 +85%
PFS
670
Prospera Financial Services
Texas
$596K +$188K +5,385 +48%
AP
671
Appleton Partners
Massachusetts
$583K -$28.9K -830 -5%
GLA
672
Great Lakes Advisors
Illinois
$580K -$172K -4,930 -23%
MIM
673
Marco Investment Management
Georgia
$578K -$2.96K -85 -0.5%
NSIM
674
North Star Investment Management
Illinois
$577K -$5.22K -150 -0.9%
MAM
675
Marquette Asset Management
Minnesota
$577K

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.