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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
State of Tennessee, Department of Treasury
51
State of Tennessee, Department of Treasury
Tennessee
$54.8M -$20.4M -600,000 -27%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$54.5M +$2.77M +81,320 +5%
SOMRS
53
State of Michigan Retirement System
Michigan
$54M
PAG
54
Private Advisor Group
New Jersey
$51.7M +$17.5M +513,055 +40%
SHGA
55
Sand Hill Global Advisors
California
$51.5M +$166K +4,890 +0.3%
AQR Capital Management
56
AQR Capital Management
Connecticut
$51M -$4.23M -124,340 -8%
AAM
57
Aberdeen Asset Management
United Kingdom
$50.6M
DIP
58
DT Investment Partners
Pennsylvania
$50.1M -$1.16M -34,005 -2%
SIC
59
Sigma Investment Counselors
Michigan
$48.9M -$2.27M -66,615 -4%
EMA
60
Efficient Market Advisors
California
$48.1M +$1.2M +35,210 +3%
LF
61
Lee Financial
Texas
$48.1M +$4.12M +121,110 +9%
SSB
62
Sandy Spring Bank
Maryland
$47.6M +$2.59M +75,970 +6%
GHA
63
GW Henssler & Associates
Georgia
$47.4M -$1.32M -38,805 -3%
AG
64
Advisor Group
Arizona
$46.2M +$10.8M +318,240 +31%
AA
65
ALPS Advisors
Colorado
$46.1M -$259K -7,610 -0.6%
AFG
66
Arkansas Financial Group
Arkansas
$46.1M +$234K +6,880 +0.5%
JFA
67
JNBA Financial Advisors
Minnesota
$45.8M -$2.56M -75,105 -5%
BP
68
Ballentine Partners
Massachusetts
$45.1M +$555K +16,315 +1%
Truist Financial
69
Truist Financial
North Carolina
$45.1M +$3.4M +99,775 +8%
LWA
70
Lenox Wealth Advisors
New York
$44.7M +$403K +11,840 +0.9%
BPB
71
Badgley, Phelps & Bell
Washington
$44.5M +$1.79M +52,520 +4%
1832 Asset Management
72
1832 Asset Management
Ontario, Canada
$44.5M -$165M -4,861,195 -79%
CIA
73
Capital Investment Advisors
Georgia
$43.8M +$339K +9,975 +0.8%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$43.7M +$1.36M +40,000 +3%
PFM
75
Phillips Financial Management
Indiana
$42M +$480K +14,110 +1%

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.