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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
S
851
SignatureFD
Georgia
$213K +$207K +5,955 New
NB
852
Nicolet Bankshares
Wisconsin
$212K
JC
853
Jentner Corp
Ohio
$211K
CHP
854
Cable Hill Partners
Oregon
$211K +$206K +5,910 New
EWM
855
Empirical Wealth Management
Washington
$207K -$4K -115 -2%
PA
856
Paracle Advisors
Washington
$207K
CSIC
857
Clifford Swan Investment Counsel
California
$206K
UWPG
858
Ullmann Wealth Partners Group
Florida
$205K -$3.33M -95,475 -93%
CISOA
859
Capital Investment Services of America
Wisconsin
$204K +$198K +5,690 New
SS
860
Simplicity Solutions
Minnesota
$203K -$2.68M -76,905 -93%
GLRA
861
Gerald L. Ray & Associates
Texas
$203K +$198K +5,675 New
BCP
862
Blue Chip Partners
Michigan
$201K +$1.04K +30 +0.5%
AssetMark Inc
863
AssetMark Inc
California
$182K -$22.5K -645 -11%
PWM
864
Perigon Wealth Management
California
$168K -$1.57K -45 -0.9%
RFWA
865
RPg Family Wealth Advisory
Massachusetts
$165K -$27K -775 -14%
FNB
866
Farmers National Bank
Kentucky
$162K -$2.09K -60 -1%
FA
867
Fortis Advisors
Pennsylvania
$161K +$157K +4,505 New
PO
868
Private Ocean
California
$145K +$522 +15 +0.4%
PFBT
869
Parkside Financial Bank & Trust
Missouri
$143K -$5.4K -155 -4%
VCM
870
Vigilant Capital Management
Maine
$143K
JCM
871
Jacobi Capital Management
Pennsylvania
$136K -$34.1K -980 -21%
GBBWRPM
872
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$133K
KF
873
Krilogy Financial
Missouri
$133K +$3.83K +110 +3%
HDIM
874
Hanson & Doremus Investment Management
Vermont
$127K +$32.2K +925 +35%
First Manhattan
875
First Manhattan
New York
$121K -$4.35K -125 -4%

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.