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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
MCIA
876
Mountain Capital Investment Advisors
Colorado
$112K +$93.9K +2,695 +599%
AF
877
Allworth Financial
California
$110K +$17.9K +515 +20%
LWCFA
878
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K +$11.7K +335 +13%
PS
879
Portfolio Solutions
Michigan
$102K
IIC
880
Integrated Investment Consultants
Michigan
$99K
AIM
881
Anchor Investment Management
South Carolina
$98.2K +$78.2K +2,245 +449%
FFC
882
First Financial Corp
Indiana
$87K -$53.8K -1,545 -39%
RFS
883
Rockefeller Financial Services
New York
$85K
RFA
884
Reilly Financial Advisors
California
$84K +$3.31K +95 +4%
FA
885
Financial Advantage
Maryland
$79K +$77.3K +2,220 New
YWP
886
YorkBridge Wealth Partners
New York
$77K -$7.14K -205 -9%
PH
887
Pinnacle Holdings
Oklahoma
$76.3K +$74.2K +2,130 New
MWM
888
MinichMacGregor Wealth Management
New York
$75K
BRC
889
Bell Rock Capital
Delaware
$74K +$71.9K +2,065 New
WA
890
Winfield Associates
Ohio
$72K
NCM
891
New Capital Management
Texas
$68K
LJHT
892
Laurie J. Hall Trustee
$68K
HIIFS
893
Harel Insurance Investments & Financial Services
Israel
$63K
HT
894
Heritage Trust
Oklahoma
$63K
FM
895
Forward Management
California
$62K -$2.96K -85 -5%
MRCM
896
M&R Capital Management
New Jersey
$60K
HR
897
Howe & Rusling
New York
$60K +$58.5K +1,680 New
BBPWM
898
Blue Bell Private Wealth Management
Pennsylvania
$55K
GEA
899
Glen Eagle Advisors
New Jersey
$54.4K -$61.3K -1,760 -54%
PSW
900
Portfolio Strategies (Washington)
Washington
$48K +$46.8K +1,345 New

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.