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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
HIIFS
876
Harel Insurance Investments & Financial Services
Israel
$60K +$60.4K +1,775 New
MRCM
877
M&R Capital Management
New Jersey
$58K
First Manhattan
878
First Manhattan
New York
$57K +$57.2K +1,680 New
HDIM
879
Hanson & Doremus Investment Management
Vermont
$53K
BBPWM
880
Blue Bell Private Wealth Management
Pennsylvania
$52K
RBC
881
Roble Belko & Company
Pennsylvania
$48K
WIM
882
Westside Investment Management
California
$42.3K +$42.7K +1,255 New
SEI Investments
883
SEI Investments
Pennsylvania
$42K -$87K -2,555 -68%
GEA
884
Glen Eagle Advisors
New Jersey
$41.8K
BWP
885
Baldwin Wealth Partners
Massachusetts
$39K -$29.8K -875 -44%
PK
886
Pflug Koory
Nebraska
$39K
DPA
887
Delphi Private Advisors
California
$36K -$11.9K -350 -25%
AOWM
888
Alpha Omega Wealth Management
Virginia
$36K
WOC
889
West Oak Capital
California
$34.2K
BTIS
890
BB&T Investment Services
North Carolina
$34K
SAM
891
Shamrock Asset Management
Texas
$31K
CCM
892
Cribstone Capital Management
Maine
$30K
BKA
893
Brick & Kyle Associates
Pennsylvania
$29K +$3.4K +100 +13%
AA
894
Apriem Advisors
California
$25K
GWA
895
Guidant Wealth Advisors
Illinois
$21K
FCMT
896
Founders Capital Management (Texas)
Texas
$20K +$20.2K +595 New
SIC
897
Salem Investment Counselors
North Carolina
$18K +$851 +25 +5%
AIM
898
Anchor Investment Management
South Carolina
$17.1K
PAI
899
Pittenger & Anderson Inc
Nebraska
$17K
RFM
900
Royal Fund Management
Florida
$16K

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.