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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
CAN
126
Cetera Advisor Networks
California
$23.7M +$4.62M +135,790 +24%
FWM
127
FFT Wealth Management
Pennsylvania
$23.7M -$13.1M -383,910 -36%
CWM
128
Connecticut Wealth Management
Connecticut
$23.4M +$486K +14,285 +2%
SB
129
Suntrust Banks
Georgia
$23.3M +$3.83M +112,610 +20%
FNT
130
First National Trust
Pennsylvania
$23M +$3.01M +88,445 +15%
FHB
131
First Hawaiian Bank
Hawaii
$23M +$2.91M +85,455 +15%
WI
132
Wintrust Investments
Illinois
$22.5M +$177K +5,195 +0.8%
DT
133
Diversified Trust
Tennessee
$22M +$832K +24,440 +4%
IH
134
IFC Holdings
Florida
$21.2M +$4.46M +130,995 +27%
CONA
135
Capital One National Association
New York
$21.1M +$3.96M +116,485 +23%
PA
136
Planning Alternatives
Michigan
$20.9M +$259K +7,610 +1%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$20.3M +$2.23M +65,470 +12%
BHWM
138
Bar Harbor Wealth Management
New Hampshire
$20M -$3.65M -107,375 -16%
AF
139
Affiance Financial
Minnesota
$20M +$672K +19,735 +4%
FIM
140
Foresters Investment Management
New York
$19.9M -$6.76M -198,500 -25%
Mariner
141
Mariner
Kansas
$19.8M -$4.26M -125,055 -18%
EDRH
142
Edmond de Rothschild Holding
Switzerland
$19.7M +$565K +16,610 +3%
GWM
143
Geneos Wealth Management
Colorado
$19.3M +$12.6M +369,870 +191%
TRCT
144
Tower Research Capital (TRC)
New York
$19.1M +$14.7M +431,535 +344%
TCOV
145
Trust Company of Vermont
Vermont
$18.8M +$529K +15,535 +3%
PRS
146
Pinkerton Retirement Specialists
Idaho
$18.8M +$428K +12,565 +2%
CA
147
Cetera Advisors
Colorado
$18.1M +$1.85M +54,415 +12%
LP
148
LGL Partners
Pennsylvania
$18M -$271K -7,955 -1%
SI
149
SII Investments
Wisconsin
$17.6M +$2.29M +67,400 +15%
JWA
150
JFS Wealth Advisors
Pennsylvania
$17.3M

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.