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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
TIA
751
Tiemann Investment Advisors
California
$376K +$4.32K +125 +1%
MPI
752
Mairs & Power Inc
Minnesota
$371K -$74.4K -2,155 -17%
LIA
753
LS Investment Advisors
Michigan
$370K
CWM
754
Concentric Wealth Management
California
$368K -$1.73K -50 -0.5%
ECM
755
EagleClaw Capital Management
Massachusetts
$368K
ST
756
Sentinel Trust
Texas
$365K +$362K +10,500 New
TB
757
Terril Brothers
Missouri
$357K +$354K +10,260 New
ZF
758
Zhang Financial
Michigan
$355K +$112K +3,250 +47%
VIA
759
Vantage Investment Advisors
Pennsylvania
$352K -$16.2K -470 -4%
RWG
760
Regal Wealth Group
California
$349K -$3.19M -92,455 -90%
GIA
761
Guyasuta Investment Advisors
Pennsylvania
$348K +$25.9K +750 +8%
DIA
762
Dana Investment Advisors
Wisconsin
$347K
IFB
763
iAB Financial Bank
Indiana
$339K +$28K +810 +9%
LA
764
Leonetti & Associates
Illinois
$334K +$8.97K +260 +3%
SVCP
765
Silicon Valley Capital Partners
California
$333K -$9.15K -265 -3%
BFA
766
Bragg Financial Advisors
North Carolina
$331K
MCP
767
Mirador Capital Partners
California
$330K +$51.8K +1,500 +19%
BCI
768
Brinker Capital Investments
Pennsylvania
$330K +$187K +5,420 +133%
HAFS
769
Hapanowicz & Associates Financial Services
Pennsylvania
$330K +$328K +9,500 New
BAM
770
Barrett Asset Management
New York
$326K +$4.32K +125 +1%
TH
771
TCTC Holdings
Texas
$324K
MFBTD
772
MB Financial Bank - Trust Department
Illinois
$322K +$144K +4,180 +82%
SCM
773
Southport Capital Management
Tennessee
$318K +$78K +2,260 +33%
HS
774
Huntington Steele
Pennsylvania
$315K +$72.7K +2,105 +30%
BFG
775
Beacon Financial Group
Texas
$314K -$549K -15,890 -64%

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.