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iShares Core S&P Mid-Cap ETF

934 hedge funds and large institutions have $25.9B invested in iShares Core S&P Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 446 increasing their positions, 282 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $5.66M

70% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 37

58% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 282

2% more funds holding

Funds holding: 918934 (+16)

2% more capital invested

Capital invested by funds: $25.4B → $25.9B (+$435M)

2% less funds holding in top 10

Funds holding in top 10: 196193 (-3)

6.6% less ownership

Funds ownership: 326.44%319.84% (-6.6%)

Holders
934
Holders Change
+16
Holders Change %
+1.74%
% of All Funds
23.29%
Holding in Top 10
193
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.53%
% of All Funds
4.81%
New
63
Increased
446
Reduced
282
Closed
37
Calls
$26.7M
Puts
$5.66M
Net Calls
+$21.1M
Net Calls Change
+$7.03M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
701
HeadInvest LLC
Maine
$484K +$38K +1,100 +9%
AF
702
Arrow Financial
New York
$482K -$1.28M -37,130 -73%
OCG
703
Opus Capital Group
Ohio
$480K +$8.11K +235 +2%
AI
704
Accredited Investors
Minnesota
$474K +$33.5K +970 +8%
FBC
705
Fairfield, Bush & Co
Connecticut
$473K -$77.7K -2,250 -14%
SBSB
706
Sullivan, Bruyette, Speros & Blaney
Virginia
$469K +$158K +4,580 +51%
OIA
707
OneDigital Investment Advisors
Kansas
$459K +$455K +13,185 New
CCA
708
Cobblestone Capital Advisors
New York
$455K -$12.8K -370 -3%
FPCG
709
Fort Pitt Capital Group
Pennsylvania
$455K +$73.4K +2,125 +19%
EAM
710
Evanson Asset Management
California
$452K -$20.7K -600 -4%
AIA
711
Armor Investment Advisors
North Carolina
$450K
KCP
712
KDI Capital Partners
North Carolina
$448K +$143K +4,150 +48%
DY
713
Dowling & Yahnke
California
$447K
JIC
714
Joel Isaacson & Co
New York
$445K
OC
715
Oakworth Capital
Alabama
$444K -$39.7K -1,150 -8%
ANBT
716
American National Bank & Trust
Texas
$443K -$7.94K -230 -2%
KBC Group
717
KBC Group
Belgium
$443K +$21.9K +635 +5%
OCM
718
One Capital Management
California
$442K
CWM
719
Cranbrook Wealth Management
Michigan
$440K
SCA
720
Sage Capital Advisors
South Dakota
$433K +$430K +12,450 New
CG
721
Caprock Group
Idaho
$431K -$474K -13,740 -53%
EWA
722
Exencial Wealth Advisors
Oklahoma
$429K -$595K -17,250 -58%
CIAS
723
Capital Investment Advisory Services
North Carolina
$429K +$11.6K +335 +3%
CWM
724
Concert Wealth Management
California
$425K -$1.05M -30,545 -71%
EC
725
Estate Counselors
Wisconsin
$424K +$17.3K +500 +4%

IJH Hedge Fund Activity: Q2 2017 in Review

934 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2017, worth a combined $25.9B — up 1.7% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IJH positions and 37 closed out — a net gain of 26 holders — while 446 added to existing stakes and 282 trimmed.

The largest buyer was LPL Financial, adding an estimated $629M. The largest seller was JP Morgan Chase, cutting an estimated $2.16B.

  • 934 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2017, up from 918 in Q1 2017.
  • Funds reported $25.9B of iShares Core S&P Mid-Cap ETF stock for Q2 2017, up 1.7% quarter-over-quarter.
  • 63 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2017 and 37 closed out, a net change of +26 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2017 was LPL Financial, an estimated $629M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2017 was JP Morgan Chase, an estimated $2.16B sold.

Based on aggregated 13F filings for Q2 2017.