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iShares Core S&P Mid-Cap ETF
IJH

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: 918 → 934 (+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: 196 → 193 (-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

Top Buyers

1
LPL Financial
LPL Financial
California
+$629M
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
+$177M
3
Goldman Sachs
Goldman Sachs
New York
+$175M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$174M
5
Bank of America
Bank of America
North Carolina
+$138M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$2.16B
2
Morgan Stanley
Morgan Stanley
New York
-$232M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$47.2M
4
SAS
Stelac Advisory Services
New York
-$32.5M
5
CC
Cedar Capital
Illinois
-$28.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
826
Connors Investor Services
Pennsylvania
$241K -$100K -2,900 -29%
FAT
827
First American Trust
California
$238K +$236K +6,850 New
WSTAM
828
Wilbanks Smith & Thomas Asset Management
Virginia
$236K – – –
MWP
829
MYCIO Wealth Partners
Pennsylvania
$234K – – –
AWM
830
Affinity Wealth Management
Delaware
$233K -$4.32K -125 -2%
PP
831
Patten & Patten
Tennessee
$230K – – –
CANC
832
Culbertson A N & Co
Virginia
$229K – – –
RW
833
REDW Wealth
New Mexico
$229K – – –
TTWM
834
TCV Trust & Wealth Management
Virginia
$228K +$226K +6,550 New
MM
835
Meridian Management
Arkansas
$222K – – –
DWM
836
Doyle Wealth Management
Florida
$221K -$95.8K -2,775 -30%
JFG
837
JMG Financial Group
Illinois
$221K – – –
MCM
838
McRae Capital Management
New Jersey
$216K +$20.7K +600 +11%
SM
839
Sciencast Management
New Jersey
$214K +$212K +6,150 New
IP
840
Intellectus Partners
California
$213K +$211K +6,120 New
KFC
841
Klingenstein Fields & Co
New York
$211K -$20.4K -590 -9%
FLI
842
Family Legacy Inc
South Carolina
$210K +$208K +6,025 New
TSS
843
Two Sigma Securities
New York
$207K -$159K -4,605 -44%
NB
844
Nicolet Bankshares
Wisconsin
$206K – – –
EWM
845
Empirical Wealth Management
Washington
$205K -$8.63K -250 -4%
JC
846
Jentner Corp
Ohio
$205K – – –
OFG
847
Oxford Financial Group
Indiana
$201K -$6.39K -185 -3%
PA
848
Paracle Advisors
Washington
$201K +$200K +5,800 New
ECM
849
Evergreen Capital Management
Washington
$200K +$198K +5,750 New
CSIC
850
Clifford Swan Investment Counsel
California
$200K +$199K +5,760 New
32 33
34
35 36

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.