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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
WAP
676
Wealthcare Advisory Partners
Pennsylvania
$574K +$467K +13,420 +514%
BTW
677
Boston Trust Walden
Massachusetts
$573K
AFNAS
678
American Financial Network Advisory Services
California
$572K +$557K +15,980 New
CHC
679
City Holding Co
West Virginia
$561K +$2.61K +75 +0.5%
CCA
680
Conservest Capital Advisors
Pennsylvania
$559K -$4.88K -140 -0.9%
EF
681
Empirical Finance
Pennsylvania
$557K -$32.7K -940 -6%
PFGIA
682
Patriot Financial Group Insurance Agency
Massachusetts
$553K -$871 -25 -0.2%
SC
683
Savant Capital
Illinois
$552K -$1.74K -50 -0.3%
AI
684
Accredited Investors
Minnesota
$548K +$59.6K +1,710 +13%
WT
685
Washington Trust
Rhode Island
$545K
GI
686
GS Investments
Minnesota
$543K +$7.84K +225 +2%
HCIA
687
Hochman Cole Investment Advisors
Illinois
$541K
BCM
688
Brookmont Capital Management
Texas
$540K +$40.1K +1,150 +8%
FPS
689
Fieldpoint Private Securities
Connecticut
$540K +$526K +15,100 New
SWM
690
Stockman Wealth Management
Montana
$535K +$521K +14,945 New
GFPC
691
Global Financial Private Capital
Florida
$534K +$520K +14,930 New
CWM
692
Cranbrook Wealth Management
Michigan
$533K +$78.5K +2,255 +18%
TCM
693
Tufton Capital Management
Maryland
$531K +$517K +14,850 New
QAM
694
QCI Asset Management
New York
$530K -$43.7K -1,255 -8%
TIM
695
Tortoise Investment Management
New York
$529K
WCM
696
Wealthcare Capital Management
Virginia
$524K -$247K -7,090 -33%
FIB
697
First Interstate Bank
Montana
$524K -$19.2K -550 -4%
CMP
698
Courage Miller Partners
Virginia
$516K +$4K +115 +0.8%
HL
699
HeadInvest LLC
Maine
$516K +$6.97K +200 +1%
GMA
700
Goldstein Munger & Associates
California
$512K

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.