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iShares Core S&P Mid-Cap ETF
IJH

934 hedge funds and large institutions have $25.9B invested in iShares Core S&P Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 446 increasing their positions, 282 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $5.66M

70% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 37

58% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 282

2% more funds holding

Funds holding: 918 → 934 (+16)

2% more capital invested

Capital invested by funds: $25.4B → $25.9B (+$435M)

2% less funds holding in top 10

Funds holding in top 10: 196 → 193 (-3)

6.6% less ownership

Funds ownership: 326.44% → 319.84% (-6.6%)

Holders
934
Holders Change
+16
Holders Change %
+1.74%
% of All Funds
23.29%
Holding in Top 10
193
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.53%
% of All Funds
4.81%
New
63
Increased
446
Reduced
282
Closed
37
Calls
$26.7M
Puts
$5.66M
Net Calls
+$21.1M
Net Calls Change
+$7.03M

Top Buyers

1
LPL Financial
LPL Financial
California
+$629M
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
+$177M
3
Goldman Sachs
Goldman Sachs
New York
+$175M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$174M
5
Bank of America
Bank of America
North Carolina
+$138M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$2.16B
2
Morgan Stanley
Morgan Stanley
New York
-$232M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$47.2M
4
SAS
Stelac Advisory Services
New York
-$32.5M
5
CC
Cedar Capital
Illinois
-$28.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
926
Versant Capital Management
Arizona
$4K +$3.97K +115 New
CFN
927
Cordasco Financial Network
Florida
$3K – – –
MIM
928
Macroview Investment Management
Maryland
$3K – – –
TWA
929
TCI Wealth Advisors
Arizona
$3K +$3.11K +90 New
SWA
930
Sutton Wealth Advisors
Florida
$1.91K – – –
LWA
931
Lowe Wealth Advisors
Maryland
$1K – – –
TCM
932
TD Capital Management
Tennessee
$1K +$173 +5 +14%
SFPIA
933
Stevens First Principles Investment Advisors
California
$1K +$1.04K +30 New
VCM
934
Vivaldi Capital Management
Illinois
$498 +$75.8K +2,195 +18%
ED
935
Exane Derivatives
France
$174 – – –
IWM
936
IHT Wealth Management
Illinois
$18 +$200K +5,780 +36%
CC
937
Cedar Capital
Illinois
– -$28.8M -842,310 Closed
BFG
938
Barber Financial Group
Kansas
– -$14.4M -420,490 Closed
WFWM
939
Wechter Feldman Wealth Management
New Jersey
– -$10.7M -313,480 Closed
IAA
940
Independent Advisor Alliance
North Carolina
– -$5.18M -153,465 Closed
SBL
941
Sargent Bickham Lagudis
Colorado
– -$4.25M -123,955 Closed
CS
942
Credit Suisse
Switzerland
– -$3.13M -91,340 Closed
FAM
943
Foothills Asset Management
Arizona
– -$2.54M -74,245 Closed
LMIM
944
Lockheed Martin Investment Management
Maryland
– -$2.3M -67,170 Closed
Wolverine Trading
945
Wolverine Trading
Illinois
– -$2.11M -61,675 Closed
FIG
946
FundX Investment Group
California
– -$2.06M -60,315 Closed
CCT
947
Country Club Trust
Missouri
– -$1.99M -58,060 Closed
WCM
948
Weatherstone Capital Management
Colorado
– -$1.86M -54,455 Closed
Cerity Partners
949
Cerity Partners
New York
– -$1.85M -53,930 Closed
Capstone Investment Advisors
950
Capstone Investment Advisors
New York
– -$1.59M -46,390 Closed
35 36 37
38
39

IJH Hedge Fund Activity: Q2 2017 in Review

934 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2017, worth a combined $25.9B — up 1.7% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IJH positions and 37 closed out — a net gain of 26 holders — while 446 added to existing stakes and 282 trimmed.

The largest buyer was LPL Financial, adding an estimated $629M. The largest seller was JP Morgan Chase, cutting an estimated $2.16B.

  • 934 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2017, up from 918 in Q1 2017.
  • Funds reported $25.9B of iShares Core S&P Mid-Cap ETF stock for Q2 2017, up 1.7% quarter-over-quarter.
  • 63 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2017 and 37 closed out, a net change of +26 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2017 was LPL Financial, an estimated $629M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2017 was JP Morgan Chase, an estimated $2.16B sold.

Based on aggregated 13F filings for Q2 2017.