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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
TIM
676
Tortoise Investment Management
New York
$506K -$69.4K -2,040 -12%
UBWV
677
United Bank (West Virginia)
West Virginia
$497K +$494K +14,520 New
PCA
678
Personal Capital Advisors
California
$496K +$73.3K +2,155 +17%
SWM
679
Stockman Wealth Management
Montana
$494K +$491K +14,420 New
CMP
680
Courage Miller Partners
Virginia
$493K +$82K +2,410 +20%
APP
681
Avantax Planning Partners
Iowa
$492K +$851 +25 +0.2%
GMA
682
Goldstein Munger & Associates
California
$490K +$487K +14,320 New
PSUF
683
People's United Financial
Connecticut
$488K +$51.9K +1,525 +12%
FA
684
FMA Advisory
Pennsylvania
$488K +$485K +14,245 New
PG
685
Proffitt & Goodson
Tennessee
$486K
WP
686
WMS Partners
Maryland
$486K +$50.2K +1,475 +12%
WPW
687
Waldron Private Wealth
Pennsylvania
$485K +$483K +14,185 New
PFGIA
688
Patriot Financial Group Insurance Agency
Massachusetts
$484K +$205K +6,015 +72%
FCH
689
Freestone Capital Holdings
Washington
$483K -$8.53M -250,765 -95%
GCA
690
Greenwood Capital Associates
South Carolina
$480K
BCM
691
Brookmont Capital Management
Texas
$478K -$5.45K -160 -1%
BC
692
Bartlett & Co
Ohio
$478K
OC
693
Oakworth Capital
Alabama
$476K +$6.47K +190 +1%
LCM
694
LVM Capital Management
Michigan
$475K -$23.5K -690 -5%
BTW
695
Boston Trust Walden
Massachusetts
$471K +$468K +13,760 New
LAM
696
Lebenthal Asset Management
New York
$468K +$36.1K +1,060 +8%
EAM
697
Evanson Asset Management
California
$466K +$47.5K +1,395 +11%
OCG
698
Opus Capital Group
Ohio
$465K -$28.9K -850 -6%
Toronto Dominion Bank
699
Toronto Dominion Bank
Ontario, Canada
$463K +$45.9K +1,350 +11%
CCA
700
Cobblestone Capital Advisors
New York
$461K -$33.4K -980 -7%

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.