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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
EFSCE
701
Enterprise Financial Services Corp (EFSC)
Missouri
$454K +$43.4K +1,275 +11%
BRF
702
B. Riley Financial
California
$448K -$102K -3,000 -19%
ANBT
703
American National Bank & Trust
Texas
$444K +$7.83K +230 +2%
AIA
704
Armor Investment Advisors
North Carolina
$443K -$17K -500 -4%
DY
705
Dowling & Yahnke
California
$440K -$18.7K -550 -4%
HL
706
HeadInvest LLC
Maine
$439K +$3.4K +100 +0.8%
JIC
707
Joel Isaacson & Co
New York
$438K
MPI
708
Mairs & Power Inc
Minnesota
$438K +$23.1K +680 +6%
OCM
709
One Capital Management
California
$435K +$66.9K +1,965 +18%
CWM
710
Cranbrook Wealth Management
Michigan
$433K
AI
711
Accredited Investors
Minnesota
$433K +$100K +2,950 +30%
CG
712
Cutler Group
California
$431K -$1.5M -44,120 -78%
FIB
713
First Interstate Bank
Montana
$430K -$135K -3,965 -24%
BA
714
BKS Advisors
Michigan
$416K
KBC Group
715
KBC Group
Belgium
$414K +$11.4K +335 +3%
PAS
716
Partnervest Advisory Services
California
$413K -$1.87K -55 -0.5%
ECM
717
Exchange Capital Management
Michigan
$413K +$411K +12,070 New
CIAS
718
Capital Investment Advisory Services
North Carolina
$411K +$55.5K +1,630 +16%
CGT
719
Capital Guardian Trust
California
$409K +$407K +11,955 New
LBC
720
Lowe Brockenbrough & Co
Virginia
$405K
EC
721
Estate Counselors
Wisconsin
$400K +$61.3K +1,800 +18%
CL
722
CPWM LLC
Washington
$396K +$25.2K +740 +7%
HFS
723
Haverford Financial Services
Pennsylvania
$394K
CI
724
Cavalier Investments
Georgia
$394K +$391K +11,500 New
FDCC
725
Foster Dykema Cabot & Co
Massachusetts
$390K

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.