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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
Wells Fargo
1
Wells Fargo
California
$3.27B +$16.8M +481,820 +0.5%
Bank of America
2
Bank of America
North Carolina
$2.18B +$126M +3,624,450 +6%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.02B +$18.6M +532,735 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.01B +$286M +8,210,475 +41%
Morgan Stanley
5
Morgan Stanley
New York
$963M +$21.2M +607,495 +2%
UBS Group
6
UBS Group
Switzerland
$804M -$130M -3,731,500 -14%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$782M +$64M +1,837,880 +9%
JP Morgan Chase
8
JP Morgan Chase
New York
$777M -$418M -12,004,200 -36%
BlackRock
9
BlackRock
New York
$769M -$343M -9,856,740 -31%
EFS
10
Edelman Financial Services
Virginia
$760M +$13.5M +388,780 +2%
LPL Financial
11
LPL Financial
California
$745M +$83.3M +2,393,020 +13%
KeyBank National Association
12
KeyBank National Association
Ohio
$459M -$9.92M -284,850 -2%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$440M +$15M +430,260 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$381M +$5.1M +146,410 +1%
Northern Trust
15
Northern Trust
Illinois
$379M +$5.35M +153,665 +1%
VA
16
Valmark Advisers
Ohio
$340M +$408K +11,710 +0.1%
RJA
17
Raymond James & Associates
Florida
$325M +$34M +975,280 +12%
Ameriprise
18
Ameriprise
Minnesota
$285M +$53.5M +1,536,000 +24%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$241M +$816K +23,430 +0.3%
RFC
20
Regions Financial Corp
Alabama
$237M +$8.11M +232,980 +4%
Creative Planning
21
Creative Planning
Kansas
$236M +$8.76M +251,480 +4%
Goldman Sachs
22
Goldman Sachs
New York
$202M -$107M -3,081,780 -35%
AA
23
Alesco Advisors
New York
$190M -$1.15M -33,080 -0.6%
State Farm Mutual Automobile Insurance
24
State Farm Mutual Automobile Insurance
Illinois
$184M +$375K +10,775 +0.2%
CCA
25
Catalyst Capital Advisors
New York
$173M +$19.2M +551,875 +13%

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.