iShares Core S&P Mid-Cap ETF
IJH
869 hedge funds and large institutions have $22.6B invested in iShares Core S&P Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 394 increasing their positions, 223 reducing their positions, and 19 closing their positions.
700% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 19
340% more call options, than puts
Call options by funds: $23M | Put options by funds: $5.22M
77% more repeat investments, than reductions
Existing positions increased: 394 | Existing positions reduced: 223
25% more funds holding in top 10
Funds holding in top 10: 142 → 177 (+35)
18% more capital invested
Capital invested by funds: $19.2B → $22.6B (+$3.39B)
16% more funds holding
Funds holding: 752 → 869 (+117)
6.33% more ownership
Funds ownership: 320.31% → 326.63% (+6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$398M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$363M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$152M |
| 4 |
Bank of New York Mellon
New York
|
+$143M |
| 5 |
SIM
Scottrade Investment Management
Saint Louis,
Missouri
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$102M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$91.6M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$28.2M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$26.6M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
-$26.3M |
IJH Hedge Fund Activity: Q4 2016 in Review
869 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2016, worth a combined $22.6B — up 18% from $19.2B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new IJH positions and 19 closed out — a net gain of 133 holders — while 394 added to existing stakes and 223 trimmed.
The largest buyer was Wells Fargo, adding an estimated $398M. The largest seller was JP Morgan Chase, cutting an estimated $102M.
- 869 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2016, up from 752 in Q3 2016.
- Funds reported $22.6B of iShares Core S&P Mid-Cap ETF stock for Q4 2016, up 18% quarter-over-quarter.
- 152 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2016 and 19 closed out, a net change of +133 holders.
- The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2016 was Wells Fargo, an estimated $398M added.
- The largest iShares Core S&P Mid-Cap ETF seller in Q4 2016 was JP Morgan Chase, an estimated $102M sold.
Based on aggregated 13F filings for Q4 2016.