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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
AF
151
Affiance Financial
Minnesota
$20.6M -$140K -4,020 -0.7%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$20.5M +$7.03M +201,950 +57%
CA
153
Cetera Advisors
Colorado
$19.9M -$284K -8,145 -1%
Fiera Capital (Canada)
154
Fiera Capital (Canada)
Quebec, Canada
$19.8M -$4.18M -119,940 -18%
VCM
155
Vision Capital Management
Oregon
$19.8M -$164K -4,720 -0.8%
CPIG
156
Chicago Partners Investment Group
Illinois
$19.8M +$9.64M +276,835 +100%
Prudential Financial
157
Prudential Financial
New Jersey
$19.7M +$3.09M +88,825 +19%
ICOA
158
Investment Centers of America
North Dakota
$19.7M +$2.44M +70,075 +15%
FNBOH
159
First National Bank of Hutchinson
Kansas
$19.3M +$180K +5,170 +1%
BHWM
160
Bar Harbor Wealth Management
New Hampshire
$18.8M -$1.35M -38,760 -7%
CCM
161
Coldstream Capital Management
Washington
$18.7M +$7.02M +201,430 +63%
Mariner
162
Mariner
Kansas
$18.7M +$1.59M +45,690 +10%
JWA
163
JFS Wealth Advisors
Pennsylvania
$18.5M +$214K +6,135 +1%
CA
164
Clearstead Advisors
Ohio
$18.2M +$437K +12,545 +3%
FHA
165
First Horizon Advisors
Tennessee
$18.1M +$1.96M +56,155 +13%
RC
166
Randolph Company
Ohio
$18M -$6.97K -200 -0%
FMWA
167
Forvis Mazars Wealth Advisors
Missouri
$18M +$338K +9,705 +2%
SGAM
168
Steinberg Global Asset Management
Florida
$17.7M +$34K +975 +0.2%
WIP
169
Wellesley Investment Partners
Massachusetts
$17.6M +$226K +6,485 +1%
SFS
170
Summit Financial Strategies
Ohio
$17.5M -$19.5K -560 -0.1%
MSA
171
Mason Street Advisors
Wisconsin
$17.2M +$3.59M +103,000 +27%
CIR
172
Clear Investment Research
Georgia
$17.2M +$2.26M +64,785 +16%
PL
173
Polianta Ltd
Jersey
$17.2M -$331K -9,500 -2%
DCM
174
DeGreen Capital Management
Arizona
$17.1M +$2.14M +61,520 +15%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$17M +$2.6M +74,605 +19%

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.