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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
Wolverine Trading
751
Wolverine Trading
Illinois
$399K +$389K +11,160 New
FA
752
FMA Advisory
Pennsylvania
$399K +$389K +11,165 New
BFPW
753
BOK Financial Private Wealth
Colorado
$393K -$284K -8,140 -43%
LIA
754
LS Investment Advisors
Michigan
$381K
MPI
755
Mairs & Power Inc
Minnesota
$381K
TC
756
Trust Company
Kansas
$379K -$651K -18,695 -64%
CWM
757
Concentric Wealth Management
California
$378K
ECM
758
EagleClaw Capital Management
Massachusetts
$378K
VIA
759
Vantage Investment Advisors
Pennsylvania
$373K +$11K +315 +3%
ZF
760
Zhang Financial
Michigan
$370K
TB
761
Terril Brothers
Missouri
$367K
LA
762
Leonetti & Associates
Illinois
$360K +$15.5K +445 +5%
GKWIM
763
Gerber Kawasaki Wealth & Investment Management
California
$358K -$35.2K -1,010 -9%
GIA
764
Guyasuta Investment Advisors
Pennsylvania
$358K
DIA
765
Dana Investment Advisors
Wisconsin
$357K
BCI
766
Brinker Capital Investments
Pennsylvania
$357K +$17.1K +490 +5%
FFW
767
Fusion Family Wealth
New York
$356K -$34.3K -985 -9%
RA
768
RFG Advisory
Alabama
$350K +$95.3K +2,735 +39%
BFA
769
Bragg Financial Advisors
North Carolina
$341K
MCP
770
Mirador Capital Partners
California
$341K
CIAS
771
Capital Investment Advisory Services
North Carolina
$339K -$100K -2,875 -23%
EFS
772
Essex Financial Services
Connecticut
$337K -$1.22M -34,920 -79%
TH
773
TCTC Holdings
Texas
$333K
VCM
774
Vivaldi Capital Management
Illinois
$330K -$178K -5,110 -36%
SVCP
775
Silicon Valley Capital Partners
California
$330K -$12.4K -355 -4%

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.