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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
LCM
701
LVM Capital Management
Michigan
$512K
APP
702
Avantax Planning Partners
Iowa
$511K -$19.9K -570 -4%
WTB
703
Washington Trust Bank
Washington
$508K +$88.6K +2,545 +22%
SC
704
Scholtz & Company
Connecticut
$508K +$495K +14,210 New
SG
705
StoneX Group
New York
$503K -$380K -10,910 -44%
ZB
706
Zions Bancorporation
Utah
$502K -$11.8K -340 -2%
GCA
707
Greenwood Capital Associates
South Carolina
$500K -$1.74K -50 -0.4%
PFA
708
Pure Financial Advisors
California
$496K -$129K -3,690 -21%
OCG
709
Opus Capital Group
Ohio
$494K
SMC
710
Smith, Moore & Co
Missouri
$485K +$95.4K +2,740 +25%
CG
711
Caprock Group
Idaho
$480K +$35.7K +1,025 +8%
BBNB
712
Baker Boyer National Bank
Washington
$479K +$467K +13,395 New
EWM
713
Endurance Wealth Management
Rhode Island
$478K +$51.4K +1,475 +12%
KBC Group
714
KBC Group
Belgium
$475K +$19.2K +550 +4%
PWMAG
715
Pinnacle Wealth Management Advisory Group
New Jersey
$471K +$69.7K +2,000 +18%
AEPG
716
American Economic Planning Group
New Jersey
$465K -$32.7K -940 -7%
KA
717
Kovack Advisors
Florida
$463K -$45.3K -1,300 -9%
AIA
718
Armor Investment Advisors
North Carolina
$462K
DY
719
Dowling & Yahnke
California
$460K
EWA
720
Exencial Wealth Advisors
Oklahoma
$460K +$17.8K +510 +4%
ANBT
721
American National Bank & Trust
Texas
$456K
FPCG
722
Fort Pitt Capital Group
Pennsylvania
$455K -$13.1K -375 -3%
MFBTD
723
MB Financial Bank - Trust Department
Illinois
$449K +$115K +3,300 +36%
SCA
724
Sage Capital Advisors
South Dakota
$447K +$1.39K +40 +0.3%
OCM
725
One Capital Management
California
$446K -$9.06K -260 -2%

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.