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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
Toronto Dominion Bank
726
Toronto Dominion Bank
Ontario, Canada
$423K -$46.6K -1,350 -10%
BA
727
BKS Advisors
Michigan
$423K
CBT
728
Capital Bank & Trust
California
$416K +$413K +11,955 New
PAS
729
Partnervest Advisory Services
California
$415K -$5.01K -145 -1%
MWAC
730
Mariner Wealth Advisors (Cincinnati)
Ohio
$414K +$83.4K +2,415 +25%
EWM
731
Endurance Wealth Management
Rhode Island
$413K +$254K +7,350 +162%
FC
732
Financial Consulate
Maryland
$412K +$38K +1,100 +10%
WP
733
WMS Partners
Maryland
$408K -$85.4K -2,475 -17%
JSL
734
JT Stratford LLC
Georgia
$407K +$12.1K +350 +3%
ACP
735
Aveo Capital Partners
Colorado
$406K +$29K +840 +8%
WTB
736
Washington Trust Bank
Washington
$405K +$32.6K +945 +9%
CL
737
CPWM LLC
Washington
$402K
HFS
738
Haverford Financial Services
Pennsylvania
$400K
M
739
MOTCO
Texas
$399K +$20.4K +590 +5%
FDCC
740
Foster Dykema Cabot & Co
Massachusetts
$396K
MCM
741
MV Capital Management
Maryland
$395K
CI
742
Cavalier Investments
Georgia
$394K
RMC
743
Regis Management Company
California
$394K +$1.21K +35 +0.3%
CPA
744
Clear Perspective Advisors
Illinois
$392K +$34.5K +1,000 +10%
PWMAG
745
Pinnacle Wealth Management Advisory Group
New Jersey
$389K +$32.8K +950 +9%
PFS
746
Prospera Financial Services
Texas
$386K +$75.4K +2,185 +24%
FFW
747
Fusion Family Wealth
New York
$380K +$518 +15 +0.1%
GKWIM
748
Gerber Kawasaki Wealth & Investment Management
California
$379K -$9.49K -275 -2%
PFO
749
Pathstone Family Office
New Jersey
$378K +$13.3K +385 +4%
SMC
750
Smith, Moore & Co
Missouri
$377K +$128K +3,710 +52%

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.