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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
KCPG
776
Kavar Capital Partners Group
Kansas
$313K
BA
777
Boston Advisors
Massachusetts
$311K -$1.3M -37,650 -81%
LNWWM
778
Laird Norton Wetherby Wealth Management
California
$310K
Kovitz Investment Group Partners
779
Kovitz Investment Group Partners
Illinois
$308K -$2.24K -65 -0.7%
FCB
780
First Command Bank
Texas
$301K
FCFS
781
First Command Financial Services
Texas
$301K
MCM
782
Maple Capital Management
Vermont
$297K +$22.4K +650 +8%
FG
783
Fiduciary Group
Georgia
$296K
GG
784
GenWealth Group
New Jersey
$294K +$292K +8,465 New
IWA
785
Intercontinental Wealth Advisors
Texas
$292K
MIC
786
Meridian Investment Counsel
California
$292K
HH
787
HWG Holdings
Texas
$289K -$15.4M -444,850 -98%
PGIM
788
Pacific Global Investment Management
California
$287K
NHC
789
Nicholas Hoffman & Company
Georgia
$278K -$68.2K -1,975 -20%
SYBT
790
Stock Yards Bank & Trust
Kentucky
$278K -$5.87K -170 -2%
NCM
791
Noesis Capital Mangement
Florida
$278K
FMC
792
First Merchants Corp
Indiana
$277K -$21.6K -625 -7%
SFG
793
SevenBridge Financial Group
Pennsylvania
$272K
EA
794
Elm Advisors
California
$272K +$12.9K +375 +5%
IC
795
Investment Counsel
Michigan
$268K
OA
796
Opes Advisors
California
$268K
FDCDDQ
797
Federation des caisses Desjardins du Quebec
Quebec, Canada
$267K +$265K +7,685 New
G
798
GenTrust
Florida
$265K +$863 +25 +0.3%
BCP
799
Berkeley Capital Partners
Georgia
$265K +$17.3K +500 +7%
HB
800
Homrich & Berg
Georgia
$264K -$13.8K -400 -5%

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.