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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
JP Morgan Chase
1
JP Morgan Chase
New York
$3.3B -$84.9M -2,495,360 -3%
Wells Fargo
2
Wells Fargo
California
$3.04B +$282M +8,296,545 +10%
Bank of America
3
Bank of America
North Carolina
$1.82B +$534M +15,702,295 +42%
Morgan Stanley
4
Morgan Stanley
New York
$1.13B +$317M +9,312,930 +39%
BlackRock
5
BlackRock
New York
$1.04B +$800M +23,509,295 +346%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$892M +$98.3M +2,889,530 +12%
UBS Group
7
UBS Group
Switzerland
$777M +$82.1M +2,411,045 +12%
EFS
8
Edelman Financial Services
Virginia
$700M +$9.4M +276,210 +1%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$605M +$106M +3,105,175 +21%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$516M +$92M +2,703,330 +22%
KeyBank National Association
11
KeyBank National Association
Ohio
$458M +$17.5M +513,415 +4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$430M +$75.9M +2,231,075 +22%
Northern Trust
13
Northern Trust
Illinois
$352M +$33M +969,805 +10%
VA
14
Valmark Advisers
Ohio
$326M -$980K -28,795 -0.3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$315M +$46.2M +1,356,180 +17%
RJA
16
Raymond James & Associates
Florida
$237M +$203M +5,962,335 +622%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$217M +$46.6M +1,369,910 +28%
Creative Planning
18
Creative Planning
Kansas
$217M -$5.11M -150,260 -2%
RFC
19
Regions Financial Corp
Alabama
$216M +$8.33M +244,750 +4%
CM
20
Churchill Management
California
$187M +$6.85M +201,360 +4%
Ameriprise
21
Ameriprise
Minnesota
$187M +$106M +3,121,220 +133%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$173M +$7.81M +229,510 +5%
AA
23
Alesco Advisors
New York
$173M -$2.12M -62,155 -1%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$142M +$55.6M +1,633,725 +65%
SIM
25
Sentry Investment Management
Wisconsin
$130M +$538K +15,795 +0.4%

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.