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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
BTS
151
BB&T Securities
Virginia
$17.3M +$9.59M +281,810 +127%
FMWA
152
Forvis Mazars Wealth Advisors
Missouri
$17.2M +$932K +27,385 +6%
FNBOH
153
First National Bank of Hutchinson
Kansas
$17.2M +$309K +9,070 +2%
RC
154
Randolph Company
Ohio
$17.1M +$87.6K +2,575 +0.5%
VCM
155
Vision Capital Management
Oregon
$16.7M +$2.36M +69,310 +17%
CIR
156
Clear Investment Research
Georgia
$16.7M +$945K +27,765 +6%
SGAM
157
Steinberg Global Asset Management
Florida
$16.6M +$791K +23,235 +5%
SFS
158
Summit Financial Strategies
Ohio
$16.5M +$32.5K +955 +0.2%
HSBC Holdings
159
HSBC Holdings
United Kingdom
$16.5M -$153K -4,490 -0.9%
CA
160
Clearstead Advisors
Ohio
$16.3M +$2.38M +69,800 +17%
WIP
161
Wellesley Investment Partners
Massachusetts
$16.1M -$74.9K -2,200 -0.5%
Prudential Financial
162
Prudential Financial
New Jersey
$16.1M -$3.84M -112,975 -19%
CS
163
Comerica Securities
Michigan
$15.8M +$15.7M +461,785 New
HH
164
HWG Holdings
Texas
$15.5M -$14.1M -414,095 -48%
PAM
165
Peninsula Asset Management
Florida
$15.4M +$33.2K +975 +0.2%
BOH
166
Bank of Hawaii
Hawaii
$15.2M +$1.27M +37,375 +9%
FAAS
167
First Allied Advisory Services
California
$15.1M +$3.71M +108,900 +37%
HighTower Advisors
168
HighTower Advisors
Illinois
$15.1M +$5.66M +166,310 +61%
Principal Financial Group
169
Principal Financial Group
Iowa
$14.8M -$9.33M -274,015 -39%
LIM
170
Leavell Investment Management
Alabama
$14.7M +$1.19M +34,900 +9%
CCP
171
Cardan Capital Partners
Colorado
$14.6M -$3.74M -109,980 -20%
CPIG
172
Chicago Partners Investment Group
Illinois
$14.6M +$2.29M +67,250 +19%
GLA
173
Good Life Advisors
Pennsylvania
$14.5M +$4.14M +121,680 +40%
BFG
174
Barber Financial Group
Kansas
$14.4M +$14.3M +420,490 New
TF
175
Tompkins Financial
New York
$13.9M -$244K -7,155 -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.