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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
IWA
776
Intercontinental Wealth Advisors
Texas
$288K
MIC
777
Meridian Investment Counsel
California
$288K
WGCA
778
Wolf Group Capital Advisors
Virginia
$286K
PGIM
779
Pacific Global Investment Management
California
$283K
SYBT
780
Stock Yards Bank & Trust
Kentucky
$280K
CAM
781
Concorde Asset Management
Michigan
$274K -$498K -14,620 -65%
NCM
782
Noesis Capital Mangement
Florida
$274K
HB
783
Homrich & Berg
Georgia
$274K +$8.68K +255 +3%
MCP
784
Mirador Capital Partners
California
$272K +$271K +7,950 New
ZF
785
Zhang Financial
Michigan
$271K -$22.8K -670 -9%
MCM
786
Maple Capital Management
Vermont
$270K +$269K +7,895 New
SFG
787
SevenBridge Financial Group
Pennsylvania
$266K -$74K -2,175 -22%
LDB
788
Lee, Danner & Bass
Tennessee
$265K +$4.76K +140 +2%
IC
789
Investment Counsel
Michigan
$264K
OA
790
Opes Advisors
California
$260K -$76.1K -2,235 -23%
G
791
GenTrust
Florida
$260K -$4.25K -125 -2%
MS
792
Marshall & Sullivan
Washington
$259K +$255K +7,490 New
GC
793
Gibson Capital
Pennsylvania
$258K -$9.87K -290 -4%
EA
794
Elm Advisors
California
$255K +$25.5K +750 +11%
LAIC
795
Lederer & Associates Investment Counsel
California
$254K -$23.8K -700 -9%
AB
796
Amalgamated Bank
New York
$254K +$253K +7,425 New
RCM
797
Radnor Capital Management
Pennsylvania
$250K -$34K -1,000 -12%
T. Rowe Price Associates
798
T. Rowe Price Associates
Maryland
$249K -$10.4K -305 -4%
JPMIA
799
J.P. Marvel Investment Advisors
Massachusetts
$246K
SMC
800
Smith, Moore & Co
Missouri
$244K +$242K +7,115 New

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.