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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
CS
176
Comerica Securities
Michigan
$16.9M -$108K -3,090 -0.7%
HSBC Holdings
177
HSBC Holdings
United Kingdom
$16.9M -$781K -22,415 -5%
GWM
178
Geneos Wealth Management
Colorado
$16.5M -$3.53M -101,240 -18%
HI
179
Hudock Inc
Pennsylvania
$16M +$1.32M +37,855 +9%
CPA
180
Capital Planning Advisors
California
$15.5M +$3.64M +104,440 +32%
PAM
181
Peninsula Asset Management
Florida
$15.4M -$183K -5,250 -1%
FMII
182
Farmers & Merchants Investments Inc
Nebraska
$15M +$1.9M +54,460 +15%
CCP
183
Cardan Capital Partners
Colorado
$14.9M -$248K -7,130 -2%
TCM
184
Twele Capital Management
Minnesota
$14.9M +$526K +15,100 +4%
Principal Financial Group
185
Principal Financial Group
Iowa
$14.3M -$758K -21,770 -5%
GIM
186
Goelzer Investment Management
Indiana
$14.3M -$101K -2,910 -0.7%
CTA
187
Chesley Taft & Associates
Illinois
$14.2M -$236K -6,770 -2%
FIM
188
Foresters Investment Management
New York
$14.2M -$2.75M -79,000 -17%
MIAN
189
Mariner Independent Advisor Network
Kansas
$14.2M -$9.27M -266,185 -40%
NPC
190
National Planning Corporation
California
$14.2M -$941K -27,015 -6%
LIM
191
Leavell Investment Management
Alabama
$14M -$1.1M -31,635 -7%
TF
192
Tompkins Financial
New York
$13.8M +$5.75K +165 +0%
HCA
193
Horan Capital Advisors
Ohio
$13.3M +$187K +5,370 +1%
HFA
194
High Falls Advisors
New York
$13.3M +$149K +4,290 +1%
GAG
195
GM Advisory Group
New York
$13.3M +$153K +4,380 +1%
BOH
196
Bank of Hawaii
Hawaii
$13.3M
BWA
197
BDO Wealth Advisors
Florida
$13.3M -$423K -12,135 -3%
CIM
198
CIM Investment Management
Pennsylvania
$13.2M +$75.6K +2,170 +0.6%
MBT
199
Montecito Bank & Trust
California
$13.1M -$1.09M -31,300 -8%
TAT
200
TD Ameritrade Trust
Colorado
$13.1M -$9.1M -261,165 -42%

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.