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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
BFG
776
Beacon Financial Group
Texas
$323K
FCB
777
First Command Bank
Texas
$323K +$12.9K +370 +4%
FCFS
778
First Command Financial Services
Texas
$323K +$12.9K +370 +4%
KCPG
779
Kavar Capital Partners Group
Kansas
$322K
SCM
780
Southport Capital Management
Tennessee
$320K -$6.97K -200 -2%
LNWWM
781
Laird Norton Wetherby Wealth Management
California
$319K
RWG
782
Regal Wealth Group
California
$317K -$40.9K -1,175 -12%
MCM
783
Maple Capital Management
Vermont
$317K +$10.8K +310 +4%
CAG
784
Csenge Advisory Group
Florida
$308K +$300K +8,615 New
OFG
785
Oxford Financial Group
Indiana
$308K +$98.6K +2,830 +49%
PG
786
Proffitt & Goodson
Tennessee
$306K -$197K -5,650 -40%
Kovitz Investment Group Partners
787
Kovitz Investment Group Partners
Illinois
$303K -$13.2K -380 -4%
Verition Fund Management
788
Verition Fund Management
Connecticut
$302K +$294K +8,435 New
MIC
789
Meridian Investment Counsel
California
$301K
CCM
790
Coe Capital Management
Illinois
$301K +$40.1K +1,150 +16%
RIG
791
Roosevelt Investment Group
New York
$301K +$293K +8,415 New
BAM
792
Barrett Asset Management
New York
$300K -$34.8K -1,000 -11%
EHC
793
Everett Harris & Co
California
$299K +$292K +8,370 New
IWA
794
Intercontinental Wealth Advisors
Texas
$297K -$3.83K -110 -1%
JFGIW
795
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$292K -$219K -6,300 -44%
BW
796
Bison Wealth
Georgia
$291K +$26.8K +770 +10%
BFEC
797
Benjamin F. Edwards & Company
Missouri
$290K +$34K +975 +14%
FG
798
Fiduciary Group
Georgia
$289K -$15.5K -445 -5%
WGCA
799
Wolf Group Capital Advisors
Virginia
$288K +$12.9K +370 +5%
HB
800
Homrich & Berg
Georgia
$284K +$11.7K +335 +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.