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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
US Bancorp
76
US Bancorp
Minnesota
$41.2M +$1.98M +58,095 +5%
TC
77
Telemus Capital
Michigan
$41.1M +$24.3M +713,585 +147%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$40.9M +$1.19M +35,020 +3%
WSFS
79
Wilmington Savings Fund Society
Delaware
$40.3M -$1.7M -50,020 -4%
CCFCSB
80
Cape Cod Five Cents Savings Bank
Massachusetts
$39.7M +$3.75M +110,300 +11%
MWM
81
Modera Wealth Management
New Jersey
$39.5M -$1.79M -52,615 -4%
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$39.3M +$74K +2,175 +0.2%
CFG
83
Citizens Financial Group
Rhode Island
$39M +$5.27M +154,785 +16%
KPAG
84
KLS Professional Advisors Group
New York
$38.7M +$2.47M +72,585 +7%
GT
85
Greenleaf Trust
Michigan
$36.8M +$17.9M +525,170 +96%
CPO
86
Cerity Partners OCIO
New York
$36.3M -$1.7M -49,940 -4%
MG
87
Mather Group
Illinois
$35.9M +$3.48M +102,215 +11%
BIM
88
Bridges Investment Management
Nebraska
$35.8M +$2.28M +66,900 +7%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$35.7M +$8.25M +242,345 +30%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$35.5M +$5.88M +172,875 +20%
NA
91
Nottingham Advisors
New York
$35M +$929K +27,285 +3%
IA
92
IFP Advisors
Florida
$34.8M +$10.9M +318,925 +46%
TFO
93
Tarbox Family Office
California
$34.1M +$1.31M +38,385 +4%
JCM
94
Janney Capital Management
Pennsylvania
$33.7M -$532K -15,635 -2%
Bessemer Group
95
Bessemer Group
New Jersey
$33.6M +$6.28M +184,490 +23%
EWM
96
Evermay Wealth Management
Virginia
$33.1M +$50.9K +1,495 +0.2%
FCBT
97
First Citizens Bank & Trust
North Carolina
$32.9M +$6.43M +189,080 +25%
BOS
98
Bank of Stockton
California
$32.3M +$881K +25,900 +3%
TA
99
Tiedemann Advisors
New York
$32.2M +$514K +15,105 +2%
DWM
100
Destination Wealth Management
California
$31.7M -$61.6K -1,810 -0.2%

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.