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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
GBBWRPM
851
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$129K
SF
852
Synovus Financial
Georgia
$125K -$91.4K -2,685 -43%
KF
853
Krilogy Financial
Missouri
$119K
MWM
854
MinichMacGregor Wealth Management
New York
$115K
FNB
855
Farmers National Bank
Kentucky
$104K -$8.51K -250 -7%
PS
856
Portfolio Solutions
Michigan
$97K +$96.8K +2,845 New
IIC
857
Integrated Investment Consultants
Michigan
$95K
LWCFA
858
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91K
WAP
859
Wealthcare Advisory Partners
Pennsylvania
$89K +$6.98K +205 +9%
RFA
860
Reilly Financial Advisors
California
$88K
DIA
861
Davidson Investment Advisors
Montana
$86K
RFS
862
Rockefeller Financial Services
New York
$82K
YWP
863
YorkBridge Wealth Partners
New York
$81K +$12.9K +380 +19%
NSB
864
Norway Savings Bank
Maine
$80K -$1.28M -37,550 -94%
ACS
865
Archford Capital Strategies
Illinois
$73K -$14.5K -425 -17%
BBHC
866
Brown Brothers Harriman & Co
New York
$73K
CFA
867
CT Financial Advisors
Pennsylvania
$71.1K +$170 +5 +0.2%
BC
868
Barnett & Company
Tennessee
$71K +$4.25K +125 +6%
WA
869
Winfield Associates
Ohio
$68K -$68.1K -2,000 -50%
WEC
870
Winslow Evans & Crocker
Massachusetts
$67.1K -$7.83K -230 -11%
MAM
871
Meeder Asset Management
Ohio
$66K +$65.9K +1,935 New
WB
872
Webster Bank
Connecticut
$65K -$38.3K -1,125 -37%
NCM
873
New Capital Management
Texas
$65K -$24.5K -720 -27%
GI
874
Gradient Investments
Minnesota
$65K
LJHT
875
Laurie J. Hall Trustee
$64.1K

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.