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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
JFA
76
JNBA Financial Advisors
Minnesota
$46.1M -$2.06M -59,155 -4%
1832 Asset Management
77
1832 Asset Management
Ontario, Canada
$46M +$1.05M +30,100 +2%
BIM
78
Bridges Investment Management
Nebraska
$45.9M +$8.04M +230,975 +22%
LWA
79
Lenox Wealth Advisors
New York
$45.8M +$966K +27,725 +2%
CIA
80
Capital Investment Advisors
Georgia
$45.7M -$709K -20,355 -2%
KPAG
81
KLS Professional Advisors Group
New York
$45.6M +$1.78M +51,230 +4%
CCFCSB
82
Cape Cod Five Cents Savings Bank
Massachusetts
$43.9M +$730K +20,960 +2%
US Bancorp
83
US Bancorp
Minnesota
$42.8M +$85.9K +2,465 +0.2%
DIP
84
DT Investment Partners
Pennsylvania
$41.7M -$10.4M -299,130 -20%
MWM
85
Modera Wealth Management
New Jersey
$41.6M +$75.2K +2,160 +0.2%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$41.5M -$208K -5,975 -0.5%
CFG
87
Citizens Financial Group
Rhode Island
$40.5M -$630K -18,080 -2%
TC
88
Telemus Capital
Michigan
$39.3M -$2.14M -61,310 -5%
MCM
89
MAI Capital Management
Ohio
$39M +$1.88M +54,110 +5%
TFO
90
Tarbox Family Office
California
$38.8M +$1.52M +43,500 +4%
IA
91
IFP Advisors
Florida
$38.6M -$3.02M -86,715 -7%
NA
92
Nottingham Advisors
New York
$37.2M +$507K +14,565 +1%
LTFS
93
Ladenburg Thalmann Financial Services
Florida
$37.2M +$3.07M +88,130 +9%
Lazard Asset Management
94
Lazard Asset Management
New York
$36.8M -$582K -16,720 -2%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$36.6M +$6.92M +198,700 +24%
NMIMC
96
Northwestern Mutual Investment Management Company
Wisconsin
$36.2M -$3.66M -105,000 -9%
AI
97
Atria Investments
North Carolina
$36.2M +$2.32M +66,580 +7%
WSFS
98
Wilmington Savings Fund Society
Delaware
$35.8M -$3.99M -114,455 -10%
EWM
99
Evermay Wealth Management
Virginia
$35.7M +$498K +14,285 +1%
VC
100
Vicus Capital
Pennsylvania
$35.5M -$807K -23,180 -2%

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.