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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
BCP
801
Berkeley Capital Partners
Georgia
$244K +$243K +7,130 New
WP
802
WealthPLAN Partners
Nebraska
$238K +$240K +7,060 New
WPP
803
Whalerock Point Partners
Rhode Island
$238K +$2.89K +85 +1%
HS
804
Huntington Steele
Pennsylvania
$238K +$3.06K +90 +1%
BW
805
Bison Wealth
Georgia
$236K
SCM
806
Southport Capital Management
Tennessee
$235K -$5.45K -160 -2%
AWM
807
Affinity Wealth Management
Delaware
$233K -$96.1K -2,825 -29%
WIC
808
Woodmont Investment Counsel
Tennessee
$233K
JWS
809
Juncture Wealth Strategies
Arizona
$233K +$231K +6,795 New
WSTAM
810
Wilbanks Smith & Thomas Asset Management
Virginia
$232K +$231K +6,780 New
AEPG
811
American Economic Planning Group
New Jersey
$231K +$230K +6,755 New
MWP
812
MYCIO Wealth Partners
Pennsylvania
$230K +$681 +20 +0.3%
KFC
813
Klingenstein Fields & Co
New York
$228K +$18.4K +540 +9%
SAM
814
Silvercrest Asset Management
New York
$227K -$164K -4,805 -42%
PP
815
Patten & Patten
Tennessee
$227K
RW
816
REDW Wealth
New Mexico
$225K -$23.7K -695 -10%
CANC
817
Culbertson A N & Co
Virginia
$225K +$14.5K +425 +7%
WPC
818
Waters Parkerson & Co
Louisiana
$224K +$223K +6,540 New
PCA
819
Peddock Capital Advisors
Massachusetts
$219K -$2.89K -85 -1%
MM
820
Meridian Management
Arkansas
$218K -$24.7K -725 -10%
JFG
821
JMG Financial Group
Illinois
$217K
SSWM
822
Smith Salley Wealth Management
North Carolina
$217K +$215K +6,330 New
ESBC
823
E.S. Barr & Co
Kentucky
$215K -$19.7K -580 -8%
BMCM
824
Bryn Mawr Capital Management
Pennsylvania
$215K +$213K +6,265 New
HT
825
Heritage Trust
Oklahoma
$214K +$213K +6,250 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.