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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
LDB
801
Lee, Danner & Bass
Tennessee
$264K -$4.83K -140 -2%
WGCA
802
Wolf Group Capital Advisors
Virginia
$263K -$27.6K -800 -10%
GC
803
Gibson Capital
Pennsylvania
$262K
MS
804
Marshall & Sullivan
Washington
$261K
CGA
805
Crescent Grove Advisors
Illinois
$261K +$259K +7,500 New
UR
806
USCA RIA
Texas
$259K +$257K +7,455 New
LAIC
807
Lederer & Associates Investment Counsel
California
$258K
BW
808
Bison Wealth
Georgia
$256K +$15.5K +450 +7%
TSW
809
Thompson Siegel & Walmsley
Virginia
$256K +$104K +3,000 +69%
BMO
810
Beck Mack & Oliver
New York
$256K +$254K +7,355 New
PCA
811
Peddock Capital Advisors
Massachusetts
$255K +$32.6K +945 +15%
RCM
812
Radnor Capital Management
Pennsylvania
$254K
T. Rowe Price Associates
813
T. Rowe Price Associates
Maryland
$253K
CCM
814
Coe Capital Management
Illinois
$253K +$251K +7,270 New
PAM
815
Peak Asset Management
Colorado
$250K -$56.1K -1,625 -18%
JPMIA
816
J.P. Marvel Investment Advisors
Massachusetts
$250K
WPC
817
Waters Parkerson & Co
Louisiana
$250K +$22.6K +655 +10%
IFWM
818
Institute for Wealth Management
Colorado
$249K +$249K +7,220 New
JWS
819
Juncture Wealth Strategies
Arizona
$248K +$11.2K +325 +5%
BFEC
820
Benjamin F. Edwards & Company
Missouri
$248K +$92.7K +2,685 +60%
Fisher Asset Management
821
Fisher Asset Management
Washington
$248K +$246K +7,120 New
WIC
822
Woodmont Investment Counsel
Tennessee
$245K
BWM
823
BerganKDV Wealth Management
Minnesota
$245K +$243K +7,050 New
WPP
824
Whalerock Point Partners
Rhode Island
$242K
RA
825
RFG Advisory
Alabama
$242K +$241K +6,970 New

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.