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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
AssetMark Inc
851
AssetMark Inc
California
$199K -$15.9K -460 -7%
BCP
852
Blue Chip Partners
Michigan
$194K
RFWA
853
RPg Family Wealth Advisory
Massachusetts
$187K
PWM
854
Perigon Wealth Management
California
$165K -$398K -11,540 -71%
JCM
855
Jacobi Capital Management
Pennsylvania
$165K -$41.8K -1,210 -20%
MAM
856
Meeder Asset Management
Ohio
$165K +$97.2K +2,815 +145%
GI
857
Gradient Investments
Minnesota
$163K +$96.3K +2,790 +147%
FNB
858
Farmers National Bank
Kentucky
$160K +$43.2K +1,250 +37%
JWM
859
Jacobus Wealth Management
Wisconsin
$156K +$20.9K +605 +16%
PFBT
860
Parkside Financial Bank & Trust
Missouri
$145K +$5.35K +155 +4%
PO
861
Private Ocean
California
$140K
VCM
862
Vigilant Capital Management
Maine
$139K
FFC
863
First Financial Corp
Indiana
$138K -$2.07K -60 -1%
GBBWRPM
864
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$130K
KF
865
Krilogy Financial
Missouri
$125K -$345 -10 -0.3%
AIS
866
Accurate Investment Solutions
Pennsylvania
$122K -$4.68M -135,710 -97%
First Manhattan
867
First Manhattan
New York
$122K +$63.3K +1,835 +109%
WEC
868
Winslow Evans & Crocker
Massachusetts
$119K +$50.7K +1,470 +75%
GEA
869
Glen Eagle Advisors
New Jersey
$114K +$71.1K +2,060 +169%
PS
870
Portfolio Solutions
Michigan
$99K
IIC
871
Integrated Investment Consultants
Michigan
$96K
WHG
872
Westwood Holdings Group
Texas
$94K -$116K -3,355 -55%
LWCFA
873
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$93K
WAP
874
Wealthcare Advisory Partners
Pennsylvania
$91K
HDIM
875
Hanson & Doremus Investment Management
Vermont
$91K +$37.1K +1,075 +69%

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.