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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
CAMG
926
CWA Asset Management Group
Florida
-$1.01M -30,510 Closed
PCM
927
Pointe Capital Management
Michigan
-$998K -30,170 Closed
VKH
928
Virtu KCG Holdings
New York
-$734K -22,190 Closed
OMC
929
Old Mission Capital
Illinois
-$506K -15,290 Closed
RA
930
RFG Advisory
Alabama
-$462K -15,115 Closed
LWM
931
Lyons Wealth Management
Florida
-$397K -12,035 Closed
PP
932
PagnatoKarp Partners
Virginia
-$384K -11,610 Closed
SWPG
933
Strategic Wealth Partners Group
Illinois
-$375K -11,340 Closed
OLA
934
Oliver Luxxe Assets
New Jersey
-$334K -10,115 Closed
Lido Advisors
935
Lido Advisors
California
-$298K -9,005 Closed
GC
936
Garde Capital
Washington
-$289K -8,750 Closed
PCMK
937
Paragon Capital Management (Kansas)
Kansas
-$270K -8,190 Closed
Verition Fund Management
938
Verition Fund Management
Connecticut
-$264K -7,990 Closed
IFAM
939
Institutional & Family Asset Management
Colorado
-$262K -7,915 Closed
VHAM
940
Van Hulzen Asset Management
California
-$240K -7,260 Closed
KP
941
Keel Point
Alabama
-$236K -7,135 Closed
IT
942
Independence Trust
Tennessee
-$206K -6,225 Closed
TWA
943
TCI Wealth Advisors
Arizona
-$184K -5,570 Closed
PIM
944
Parasol Investment Management
Illinois
-$116K -3,500 Closed
IWA
945
IBEX Wealth Advisors
New Jersey
-$111K -3,320 Closed
HR
946
Howe & Rusling
New York
-$77K -2,330 Closed
SIG
947
Stanford Investment Group
California
-$48K -1,440 Closed
AA
948
AlphaMark Advisors
Kentucky
-$32K -955 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.