We are live on ! Find out more
IJH icon

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
Baird Financial Group
101
Baird Financial Group
Wisconsin
$34.8M -$6.71M -192,640 -17%
JCM
102
Janney Capital Management
Pennsylvania
$34.4M -$371K -10,650 -1%
DWM
103
Destination Wealth Management
California
$33.3M -$31.2K -895 -0.1%
UBS AM
104
UBS AM
Illinois
$33.2M +$3.53M +101,315 +12%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$33.1M +$3.41M +97,870 +12%
IH
106
IFC Holdings
Florida
$32.9M +$3.81M +109,505 +14%
CFG
107
CKW Financial Group
Hawaii
$32.8M +$1.33M +38,135 +4%
SPC
108
Sigma Planning Corp
Michigan
$32.4M +$5.08M +145,785 +19%
SAM
109
Sentinel Asset Management
Vermont
$32M
KA
110
Klingman & Associates
New York
$31.9M +$2.87M +82,510 +10%
SB
111
Suntrust Banks
Georgia
$31.2M +$949K +27,250 +3%
GC
112
Grimes & Company
Massachusetts
$31.1M -$266K -7,650 -0.9%
RWP
113
RWA Wealth Partners
Massachusetts
$31M +$285K +8,180 +1%
AF
114
Ally Financial
Michigan
$30.9M +$22.3M +640,000 +284%
TA
115
Tiedemann Advisors
New York
$30.9M -$2.2M -63,165 -7%
FHB
116
First Hawaiian Bank
Hawaii
$30.5M +$1.45M +41,755 +5%
CAL
117
Capital Analysts LLC
Pennsylvania
$30.4M +$1.56M +44,845 +6%
SWP
118
Stratos Wealth Partners
Ohio
$30.3M -$67.4K -1,935 -0.2%
HighTower Advisors
119
HighTower Advisors
Illinois
$30.2M +$4.89M +140,410 +20%
AIP
120
Ameritas Investment Partners
Nebraska
$30M +$601K +17,260 +2%
SHGA
121
Sand Hill Global Advisors
California
$29.9M -$21.7M -623,470 -43%
BOS
122
Bank of Stockton
California
$29.8M -$3.78M -108,495 -12%
BTS
123
BB&T Securities
Virginia
$29.2M +$3.12M +89,570 +12%
BFA
124
Beaumont Financial Advisors
Massachusetts
$28.1M +$406K +11,660 +2%
CBB
125
Citizens Business Bank
California
$28M -$719K -20,635 -3%

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.