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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
VC
101
Vicus Capital
Pennsylvania
$31M -$21.6M -635,385 -80%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$30.8M +$1.88M +55,245 +7%
MCM
103
MAI Capital Management
Ohio
$30.4M +$5.22M +153,375 +21%
Lazard Asset Management
104
Lazard Asset Management
New York
$30.3M -$5.22M -153,490 -15%
GC
105
Grimes & Company
Massachusetts
$30.2M -$899K -26,430 -3%
CC
106
Cedar Capital
Illinois
$28.8M -$35.4M -1,039,255 -55%
SMA
107
Simply Money Advisors
Ohio
$28.8M +$10.7M +313,125 +59%
AIP
108
Ameritas Investment Partners
Nebraska
$28.5M +$294K +8,640 +1%
NMIMC
109
Northwestern Mutual Investment Management Company
Wisconsin
$28.2M +$17.3M +509,500 +163%
SWP
110
Stratos Wealth Partners
Ohio
$27.7M -$28.1K -825 -0.1%
CBB
111
Citizens Business Bank
California
$27.4M -$106K -3,100 -0.4%
AI
112
Atria Investments
North Carolina
$27.1M -$5.76M -169,260 -18%
CFG
113
CKW Financial Group
Hawaii
$27.1M +$497K +14,595 +2%
PI
114
Pachira Investments
California
$26.4M +$876K +25,730 +3%
CAL
115
Capital Analysts LLC
Pennsylvania
$26.2M +$24.8M +728,585 +1,986%
BFA
116
Beaumont Financial Advisors
Massachusetts
$26.2M +$859K +25,240 +3%
UBS AM
117
UBS AM
Illinois
$26M +$17.7M +519,660 +218%
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.7M -$525K -15,425 -2%
BSB
119
Bangor Savings Bank
Maine
$25.6M -$3.3M -96,890 -11%
PIM
120
Parker Investment Management
California
$25.5M -$15.9M -468,340 -39%
SPC
121
Sigma Planning Corp
Michigan
$25.4M -$3.52M -103,535 -12%
Citigroup
122
Citigroup
New York
$24.6M +$7.79M +228,955 +47%
KA
123
Klingman & Associates
New York
$24.4M +$2.19M +64,230 +10%
RWP
124
RWA Wealth Partners
Massachusetts
$24M +$23.9M +701,265 New
Franklin Resources
125
Franklin Resources
California
$23.9M +$18M +529,370 +311%

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.