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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
CB
201
Community Bank
New York
$13.1M -$51.4K -1,475 -0.4%
KCM
202
Kanawha Capital Management
Virginia
$13M +$138K +3,950 +1%
LP
203
LGL Partners
Pennsylvania
$12.9M -$1.06M -30,365 -8%
UBWV
204
United Bank (West Virginia)
West Virginia
$12.9M +$1.28M +36,685 +11%
DADC
205
D.A. Davidson & Co
Montana
$12.4M -$67K -1,925 -0.6%
ACM
206
Armbruster Capital Management
New York
$12.4M +$147K +4,230 +1%
SFG
207
StrategIQ Financial Group
Indiana
$12.3M +$1.34M +38,580 +13%
TCM
208
Traynor Capital Management
Pennsylvania
$12.3M -$19.5K -560 -0.2%
B
209
Bailard
California
$12.2M -$70.7K -2,030 -0.6%
Manulife (Manufacturers Life Insurance)
210
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.1M +$1.67M +47,955 +17%
LI
211
LVZ Inc
Michigan
$12.1M +$11.7M +337,160 New
PBO
212
Peoples Bank (Ohio)
Ohio
$11.9M -$169K -4,840 -1%
BCM
213
Brookstone Capital Management
Illinois
$11.7M +$4.34M +124,740 +62%
I
214
IberiaBank
Louisiana
$11.7M +$4.13M +118,575 +57%
WAM
215
Watermark Asset Management
California
$11.7M +$2.34M +67,225 +26%
CC
216
Courier Capital
New York
$11.6M -$270K -7,740 -2%
PWLP
217
Prio Wealth Limited Partnership
Massachusetts
$11.6M +$366K +10,500 +3%
BWP
218
BSW Wealth Partners
Colorado
$11.4M +$263K +7,550 +2%
CWM
219
Calamos Wealth Management
Illinois
$11.3M +$1.21M +34,675 +12%
SB
220
Simmons Bank
Arkansas
$11.2M +$148K +4,260 +1%
NAM
221
NTV Asset Management
West Virginia
$11.1M +$13.2K +380 +0.1%
ACP
222
Arcus Capital Partners
Georgia
$11.1M +$493K +14,150 +5%
VC
223
Vestor Capital
Illinois
$10.9M +$570K +16,355 +6%
PWS
224
Paragon Wealth Strategies
Florida
$10.8M +$158K +4,545 +2%
CI
225
Conning Inc
Connecticut
$10.8M +$506K +14,515 +5%

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.