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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
MCM
726
MV Capital Management
Maryland
$389K -$8.51K -250 -2%
JSL
727
JT Stratford LLC
Georgia
$389K +$7.83K +230 +2%
RMC
728
Regis Management Company
California
$387K +$1.36K +40 +0.4%
GWS
729
Glassman Wealth Services
Virginia
$386K
GKWIM
730
Gerber Kawasaki Wealth & Investment Management
California
$377K +$5.11K +150 +1%
UBV
731
United Bank (Virginia)
Virginia
$376K +$374K +10,980 New
FPCG
732
Fort Pitt Capital Group
Pennsylvania
$375K -$29.8K -875 -7%
FFW
733
Fusion Family Wealth
New York
$374K -$354K -10,415 -49%
M
734
MOTCO
Texas
$373K +$19.6K +575 +6%
ACP
735
Aveo Capital Partners
Colorado
$371K -$1.05M -30,920 -74%
FC
736
Financial Consulate
Maryland
$367K -$474K -13,925 -56%
WTB
737
Washington Trust Bank
Washington
$367K -$105K -3,095 -22%
TIA
738
Tiemann Investment Advisors
California
$366K -$18.5K -545 -5%
CWM
739
Concentric Wealth Management
California
$364K -$6.81K -200 -2%
LIA
740
LS Investment Advisors
Michigan
$364K
VIA
741
Vantage Investment Advisors
Pennsylvania
$362K -$16.2K -475 -4%
ECM
742
EagleClaw Capital Management
Massachusetts
$362K +$60.6K +1,780 +20%
TSS
743
Two Sigma Securities
New York
$361K -$40.3K -1,185 -10%
PFO
744
Pathstone Family Office
New Jersey
$360K
CPA
745
Clear Perspective Advisors
Illinois
$351K
PWMAG
746
Pinnacle Wealth Management Advisory Group
New Jersey
$350K +$39.1K +1,150 +13%
MA
747
MCF Advisors
Kentucky
$348K -$58.9K -1,730 -15%
CLOS
748
Compagnie Lombard Odier SCmA
Switzerland
$341K -$39.8K -1,170 -11%
NHC
749
Nicholas Hoffman & Company
Georgia
$341K -$26.9K -790 -7%
DIA
750
Dana Investment Advisors
Wisconsin
$341K +$65.5K +1,925 +24%

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.