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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
MML Investors Services
51
MML Investors Services
Massachusetts
$66.5M -$1.52M -43,735 -2%
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$65.3M +$1.14M +32,820 +2%
PAG
53
Private Advisor Group
New Jersey
$65.3M -$2.25M -64,605 -3%
CPO
54
Cerity Partners OCIO
New York
$64.9M +$25.4M +728,535 +67%
LWMT
55
Legacy Wealth Management (Tennessee)
Tennessee
$63.6M -$22.7M -651,535 -27%
SOMRS
56
State of Michigan Retirement System
Michigan
$63.2M -$610K -17,500 -1%
GT
57
Greenleaf Trust
Michigan
$57.6M +$5.8M +166,665 +12%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$57.2M
CFIA
59
Cantor Fitzgerald Investment Advisors
New York
$56.8M +$4.08M +117,265 +8%
LF
60
Lee Financial
Texas
$56.5M +$5.64M +162,005 +11%
SMM
61
Stadion Money Management
Georgia
$55.4M -$4.23M -121,505 -7%
Truist Financial
62
Truist Financial
North Carolina
$55.1M +$2.4M +69,050 +5%
SIC
63
Sigma Investment Counselors
Michigan
$54.7M +$2.26M +64,935 +4%
Bessemer Group
64
Bessemer Group
New Jersey
$54.3M +$5.57M +159,965 +12%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$54.1M +$21.2M +607,355 +67%
SSB
66
Sandy Spring Bank
Maryland
$52.8M +$1.8M +51,725 +4%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$49.8M +$2.71M +77,725 +6%
AA
68
ALPS Advisors
Colorado
$49.6M +$1.01M +28,855 +2%
AFG
69
Arkansas Financial Group
Arkansas
$49.5M +$570K +16,375 +1%
AQR Capital Management
70
AQR Capital Management
Connecticut
$48.9M -$4.44M -127,380 -9%
GHA
71
GW Henssler & Associates
Georgia
$48.6M -$415K -11,915 -0.9%
BPB
72
Badgley, Phelps & Bell
Washington
$48.3M +$620K +17,815 +1%
FCBT
73
First Citizens Bank & Trust
North Carolina
$47.8M +$198K +5,690 +0.4%
BP
74
Ballentine Partners
Massachusetts
$47.7M -$529K -15,180 -1%
PFM
75
Phillips Financial Management
Indiana
$46.4M +$443K +12,720 +1%

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.