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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
AssetMark Inc
826
AssetMark Inc
California
$212K -$43.9K -1,290 -17%
EWM
827
Empirical Wealth Management
Washington
$211K -$131K -3,840 -38%
WHG
828
Westwood Holdings Group
Texas
$208K
CBTWT
829
Community Bank & Trust (Waco, Texas)
Texas
$206K -$8.51K -250 -4%
OFG
830
Oxford Financial Group
Indiana
$204K +$203K +5,965 New
NB
831
Nicolet Bankshares
Wisconsin
$203K +$201K +5,920 New
AMIM
832
Aull & Monroe Investment Management
Alabama
$202K +$200K +5,875 New
JC
833
Jentner Corp
Ohio
$202K +$201K +5,900 New
JCM
834
Jacobi Capital Management
Pennsylvania
$201K
DIA
835
Denver Investment Advisors
Colorado
$200K +$199K +5,855 New
MCM
836
McRae Capital Management
New Jersey
$192K +$190K +5,595 New
BCP
837
Blue Chip Partners
Michigan
$191K -$13.1K -385 -6%
RFWA
838
RPg Family Wealth Advisory
Massachusetts
$184K +$20.1K +590 +12%
MFBTD
839
MB Financial Bank - Trust Department
Illinois
$174K +$129K +3,780 +291%
EWM
840
Endurance Wealth Management
Rhode Island
$155K +$61.9K +1,820 +67%
BFEC
841
Benjamin F. Edwards & Company
Missouri
$152K -$2.04K -60 -1%
IWM
842
IHT Wealth Management
Illinois
$152K +$394K +11,570 +268%
TSW
843
Thompson Siegel & Walmsley
Virginia
$150K +$4.76K +140 +3%
MBT
844
Monroe Bank & Trust
Michigan
$140K +$79.5K +2,335 +133%
BCI
845
Brinker Capital Investments
Pennsylvania
$139K +$35.7K +1,050 +35%
PO
846
Private Ocean
California
$138K -$103K -3,020 -43%
FFC
847
First Financial Corp
Indiana
$138K -$40.5K -1,190 -23%
PFBT
848
Parkside Financial Bank & Trust
Missouri
$137K
VCM
849
Vigilant Capital Management
Maine
$137K
JWM
850
Jacobus Wealth Management
Wisconsin
$133K +$5.11K +150 +4%

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.