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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
GIM
176
Goelzer Investment Management
Indiana
$13.9M +$430K +12,640 +3%
NPC
177
National Planning Corporation
California
$13.9M -$45.3K -1,330 -0.3%
DCM
178
DeGreen Capital Management
Arizona
$13.8M +$363K +10,680 +3%
PP
179
Pegasus Partners
Wisconsin
$13.8M +$7.44M +218,595 +118%
CTA
180
Chesley Taft & Associates
Illinois
$13.8M -$134K -3,950 -1%
HI
181
Hudock Inc
Pennsylvania
$13.7M -$775K -22,780 -5%
LWM
182
LBA Wealth Management
Florida
$13.5M +$90.2K +2,650 +0.7%
MBT
183
Montecito Bank & Trust
California
$13.4M +$1.28M +37,645 +11%
HFA
184
High Falls Advisors
New York
$13.2M -$643K -18,895 -5%
FHA
185
First Horizon Advisors
Tennessee
$13.2M +$5.31M +155,970 +69%
LSERS
186
Louisiana State Employees Retirement System
Louisiana
$13.1M +$476K +14,000 +4%
MSA
187
Mason Street Advisors
Wisconsin
$13M +$255K +7,500 +2%
RCAG
188
Rehmann Capital Advisory Group
Michigan
$12.9M +$2.94M +86,465 +30%
TAT
189
TD Ameritrade Trust
Colorado
$12.8M -$6.74M -197,925 -35%
TPWA
190
TRUE Private Wealth Advisors
Oregon
$12.7M +$90K +2,645 +0.7%
CIM
191
CIM Investment Management
Pennsylvania
$12.6M +$1.58M +46,385 +14%
CB
192
Community Bank
New York
$12.6M -$66.9K -1,965 -0.5%
ICOA
193
Investment Centers of America
North Dakota
$12.4M +$3.03M +89,065 +33%
PFA
194
Pinnacle Family Advisors
Missouri
$12.4M +$9.09M +267,120 +285%
OAM
195
Oppenheimer Asset Management
New York
$12.3M +$12.2M +359,010 New
HCA
196
Horan Capital Advisors
Ohio
$12.2M +$227K +6,675 +2%
TCM
197
Twele Capital Management
Minnesota
$11.9M +$42.9K +1,260 +0.4%
KCM
198
Kanawha Capital Management
Virginia
$11.9M +$336K +9,875 +3%
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$11.7M +$2.16M +63,450 +23%
B
200
Bailard
California
$11.7M -$152K -4,460 -1%

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.