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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
MSFP
926
Mark Sheptoff Financial Planning
Connecticut
$13K
BCMIO
927
Beacon Capital Management Inc (Ohio)
Ohio
$13K +$12.9K +370 New
VCM
928
Versant Capital Management
Arizona
$12K +$8.36K +240 +209%
BL
929
Balentine LLC
Georgia
$11K +$11.1K +320 New
CCM
930
Cribstone Capital Management
Maine
$10K -$15.5K -445 -61%
ADL
931
Asset Dedication LLC
California
$9K
MFW
932
Mosaic Family Wealth
Missouri
$8K -$1.39K -40 -16%
EWM
933
Edge Wealth Management
New York
$7K
AWM
934
AllSquare Wealth Management
New York
$7K +$6.44K +185 New
SIM
935
Sonora Investment Management
Arizona
$6.08K
SA
936
SRH Advisors
Kansas
$6K +$5.75K +165 New
FMP
937
Financial Management Professionals
Texas
$5K
CFN
938
Cordasco Financial Network
Florida
$4K
BGC
939
Blue Granite Capital
South Carolina
$4K +$3.48K +100 New
OFW
940
Omnia Family Wealth
Florida
$4K +$4.35K +125 New
MIM
941
Macroview Investment Management
Maryland
$3K
SWA
942
Sutton Wealth Advisors
Florida
$1.97K
LWA
943
Lowe Wealth Advisors
Maryland
$1K
TCM
944
TD Capital Management
Tennessee
$1K
SC
945
SouthState Corp
Florida
$839 +$125K +3,600 +18%
CM
946
Churchill Management
California
-$201M -5,768,075 Closed
PAS
947
Park Avenue Securities
New York
-$15.9M -456,765 Closed
FTIOP
948
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$11.9M -341,225 Closed
HA
949
Harfst & Associates
Wyoming
-$9.89M -284,325 Closed
Squarepoint
950
Squarepoint
New York
-$7.96M -228,730 Closed

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.