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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
WIM
901
Westside Investment Management
California
$45.4K
LC
902
Landaas & Company
Wisconsin
$45K +$43.5K +1,250 New
AIS
903
Accurate Investment Solutions
Pennsylvania
$41K -$82.4K -2,365 -68%
NSB
904
Norway Savings Bank
Maine
$41K -$41.8K -1,200 -51%
PK
905
Pflug Koory
Nebraska
$41K
RFM
906
Royal Fund Management
Florida
$39K +$17.9K +515 +88%
DPA
907
Delphi Private Advisors
California
$37K
RBC
908
Roble Belko & Company
Pennsylvania
$37K
BTIS
909
BB&T Investment Services
North Carolina
$36K
WOC
910
West Oak Capital
California
$35.8K
WEC
911
Winslow Evans & Crocker
Massachusetts
$31.7K -$88.5K -2,540 -74%
AOWM
912
Alpha Omega Wealth Management
Virginia
$31K
LWM
913
Lenox Wealth Management
Ohio
$28K
OIA
914
OneDigital Investment Advisors
Kansas
$23K -$437K -12,555 -95%
BC
915
Barnett & Company
Tennessee
$21K -$70.5K -2,025 -78%
FCMT
916
Founders Capital Management (Texas)
Texas
$21K +$174 +5 +0.8%
BWP
917
Baldwin Wealth Partners
Massachusetts
$18K -$21.8K -625 -56%
PAI
918
Pittenger & Anderson Inc
Nebraska
$18K
SMG
919
Spectrum Management Group
Indiana
$18K +$17.4K +500 New
PSC
920
Prentiss Smith & Co
Vermont
$17K +$16.4K +470 New
RE
921
RBC Europe
United Kingdom
$16.3K +$15.8K +455 New
TCM
922
Tradewinds Capital Management
Washington
$16K
WB
923
Webster Bank
Connecticut
$14K -$52.4K -1,505 -79%
LCM
924
Liberty Capital Management
Michigan
$14K
BWM
925
Baystate Wealth Management
Massachusetts
$13K -$174 -5 -1%

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.