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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
JPMIA
826
J.P. Marvel Investment Advisors
Massachusetts
$257K
PAM
827
Peak Asset Management
Colorado
$257K
RCM
828
Radnor Capital Management
Pennsylvania
$254K
WIC
829
Woodmont Investment Counsel
Tennessee
$252K
PCA
830
Peddock Capital Advisors
Massachusetts
$251K -$11K -315 -4%
IP
831
Intellectus Partners
California
$251K +$31.3K +900 +15%
AWP
832
Ascent Wealth Partners
New York
$251K +$244K +7,010 New
PP
833
Paloma Partners
Connecticut
$250K +$244K +7,000 New
BMO
834
Beck Mack & Oliver
New York
$249K -$13.9K -400 -5%
WPP
835
Whalerock Point Partners
Rhode Island
$249K
CIS
836
Connors Investor Services
Pennsylvania
$244K -$4.35K -125 -2%
BCP
837
Berkeley Capital Partners
Georgia
$243K -$29.6K -850 -11%
MWP
838
MYCIO Wealth Partners
Pennsylvania
$241K +$697 +20 +0.3%
AWM
839
Affinity Wealth Management
Delaware
$240K
GG
840
GenWealth Group
New Jersey
$237K -$63.6K -1,825 -22%
PP
841
Patten & Patten
Tennessee
$237K
CANC
842
Culbertson A N & Co
Virginia
$235K
MCM
843
McRae Capital Management
New Jersey
$235K +$12.5K +360 +6%
TTWM
844
TCV Trust & Wealth Management
Virginia
$234K
MAM
845
Meeder Asset Management
Ohio
$231K +$59.9K +1,720 +36%
JFG
846
JMG Financial Group
Illinois
$227K
SSWM
847
Smith Salley Wealth Management
North Carolina
$224K +$218K +6,270 New
SBIA
848
Sheaff Brock Investment Advisors
Indiana
$222K +$216K +6,195 New
JWM
849
Jacobus Wealth Management
Wisconsin
$218K +$56.3K +1,615 +36%
RW
850
REDW Wealth
New Mexico
$216K -$18.5K -530 -8%

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.