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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
MFW
901
Mosaic Family Wealth
Missouri
$16K +$1.36K +40 +9%
AWM
902
AllSquare Wealth Management
New York
$14K
LCM
903
Liberty Capital Management
Michigan
$13K
MSFP
904
Mark Sheptoff Financial Planning
Connecticut
$13K +$170 +5 +1%
TCM
905
Tradewinds Capital Management
Washington
$12K
BWM
906
Baystate Wealth Management
Massachusetts
$12K +$170 +5 +1%
AF
907
Allworth Financial
California
$11K
ADL
908
Asset Dedication LLC
California
$9K
EWM
909
Edge Wealth Management
New York
$7K
FMP
910
Financial Management Professionals
Texas
$5K
CFN
911
Cordasco Financial Network
Florida
$3K -$1.02K -30 -23%
MIM
912
Macroview Investment Management
Maryland
$3K +$2.55K +75 New
NDSI
913
Newman Dignan & Sheerar Inc
Rhode Island
$2.8K +$74.5K +2,190 +3%
SWA
914
Sutton Wealth Advisors
Florida
$1.88K
LWA
915
Lowe Wealth Advisors
Maryland
$1K
TCM
916
TD Capital Management
Tennessee
$1K
VCM
917
Vivaldi Capital Management
Illinois
$415 +$413K +12,130 New
ED
918
Exane Derivatives
France
$171
SPIA
919
Strategic Point Investment Advisors
Rhode Island
$148 +$148K +4,350 New
State of Wisconsin Investment Board
920
State of Wisconsin Investment Board
Wisconsin
-$502M -15,192,000 Closed
SCA
921
Stuart Chaussee & Associates
California
-$6.05M -182,875 Closed
Susquehanna International Group
922
Susquehanna International Group
Pennsylvania
-$5.43M -159,490 Closed
FTUS
923
Flow Traders U.S.
New York
-$1.82M -54,960 Closed
LCOV
924
London Company of Virginia
Virginia
-$1.38M -41,710 Closed
MML Investors Services
925
MML Investors Services
Massachusetts
-$1.35M -40,975 Closed

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.