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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
CC
201
Courier Capital
New York
$11.7M +$2.55K +75 +0%
PBO
202
Peoples Bank (Ohio)
Ohio
$11.6M +$210K +6,180 +2%
ERSOT
203
Employees Retirement System of Texas
Texas
$11.5M -$2.65M -77,790 -19%
ACM
204
Armbruster Capital Management
New York
$11.3M -$10.4K -305 -0.1%
BCM
205
Brookstone Capital Management
Illinois
$11.3M +$5.04M +147,965 +82%
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$11M +$2.08M +61,235 +23%
CI
207
Conning Inc
Connecticut
$11M -$259K -7,625 -2%
SB
208
Simmons Bank
Arkansas
$11M +$319K +9,375 +3%
TCM
209
Traynor Capital Management
Pennsylvania
$10.9M +$2.01M +59,120 +23%
WFWM
210
Wechter Feldman Wealth Management
New Jersey
$10.7M +$375K +11,015 +4%
GAG
211
GM Advisory Group
New York
$10.7M +$10.6M +312,575 New
MA
212
MUFG Americas
New York
$10.7M -$381K -11,185 -3%
NAM
213
NTV Asset Management
West Virginia
$10.6M +$1.8M +53,000 +21%
HA
214
Harfst & Associates
Wyoming
$10.5M +$212K +6,225 +2%
BWP
215
BSW Wealth Partners
Colorado
$10.2M -$44.9K -1,320 -0.4%
SFG
216
StrategIQ Financial Group
Indiana
$10.2M +$193K +5,660 +2%
CA
217
Cambridge Advisors
Nebraska
$10M -$425K -12,500 -4%
CASB
218
Cape Ann Savings Bank
Massachusetts
$10M -$422K -12,390 -4%
FI
219
FormulaFolio Investments
Michigan
$9.93M +$7.39M +217,255 +299%
CCM
220
Coldstream Capital Management
Washington
$9.92M +$7.57M +222,565 +331%
FMBTD
221
First Midwest Bank Trust Division
Illinois
$9.83M -$14.7M -430,530 -60%
Fidelity Investments
222
Fidelity Investments
Massachusetts
$9.79M +$2.37M +69,515 +32%
PA
223
Parallel Advisors
California
$9.79M -$1.68M -49,510 -15%
Millennium Management
224
Millennium Management
New York
$9.73M +$6.92M +203,270 +251%
DSAM
225
Dock Street Asset Management
Florida
$9.71M -$1.51M -44,270 -14%

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.