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iShares Core S&P Mid-Cap ETF

1,284 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 571 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,216% more call options, than puts

Call options by funds: $168M | Put options by funds: $3.9M

56% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 64

23% more repeat investments, than reductions

Existing positions increased: 571 | Existing positions reduced: 464

15% more capital invested

Capital invested by funds: $29.1B → $33.5B (+$4.38B)

2% more funds holding

Funds holding: 1,2651,284 (+19)

1% more funds holding in top 10

Funds holding in top 10: 250253 (+3)

2.2% less ownership

Funds ownership: 347.59%345.39% (-2.2%)

Holders
1,284
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.79%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
571
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
226
Ameritas Investment Company
Nebraska
$14.4M +$14M +378,935 New
IWC
227
Integrated Wealth Concepts
Massachusetts
$14.2M +$1.16M +31,345 +9%
MIAN
228
Mariner Independent Advisor Network
Kansas
$14.1M -$410K -11,115 -3%
SB
229
Simmons Bank
Arkansas
$14.1M -$467K -12,650 -3%
SPIA
230
Steward Partners Investment Advisory
New York
$14.1M +$563K +15,250 +4%
RCAG
231
Rehmann Capital Advisory Group
Michigan
$14M +$13.3M +361,085 +4,148%
WAG
232
Winthrop Advisory Group
Massachusetts
$14M -$1.9M -51,565 -12%
DCM
233
DeGreen Capital Management
Arizona
$13.8M +$3.44M +93,055 +34%
VC
234
Vestor Capital
Illinois
$13.8M +$560K +15,155 +4%
DADC
235
D.A. Davidson & Co
Montana
$13.8M -$292K -7,920 -2%
TF
236
Tompkins Financial
New York
$13.8M +$309K +8,370 +2%
LSERS
237
Louisiana State Employees Retirement System
Louisiana
$13.7M +$1.27M +34,500 +11%
KCM
238
Kanawha Capital Management
Virginia
$13.7M +$106K +2,875 +0.8%
SHCM
239
Stokes & Hubbell Capital Management
Louisiana
$13.7M +$78.3K +2,120 +0.6%
CC
240
Cedar Capital
Illinois
$13.6M -$1.56M -42,285 -11%
LIM
241
Leavell Investment Management
Alabama
$13.6M +$622K +16,845 +5%
SFG
242
StrategIQ Financial Group
Indiana
$13.5M -$363K -9,830 -3%
BFM
243
Boston Financial Management
Massachusetts
$13.3M -$3.7M -100,160 -22%
HCA
244
Horan Capital Advisors
Ohio
$13.2M -$1.67M -45,170 -11%
I
245
IberiaBank
Louisiana
$13.2M -$5.45M -147,465 -30%
HSA
246
HBK Sorce Advisory
Pennsylvania
$13.2M +$93.6K +2,535 +0.7%
COPPSERS
247
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.1M +$3.01M +81,550 +31%
RWM
248
Ritholtz Wealth Management
New York
$13.1M +$12.7M +345,245 New
AI
249
Atria Investments
North Carolina
$12.9M +$3.54M +95,895 +39%
MBT
250
Montecito Bank & Trust
California
$12.6M -$80.7K -2,185 -0.7%

IJH Hedge Fund Activity: Q1 2019 in Review

1,284 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2019, worth a combined $33.5B — up 15% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IJH positions and 64 closed out — a net gain of 36 holders — while 571 added to existing stakes and 464 trimmed.

The largest buyer was Schroders, opening a new position worth an estimated $187M. The largest seller was Ameriprise, cutting an estimated $232M.

  • 1,284 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2019, up from 1,265 in Q4 2018.
  • Funds reported $33.5B of iShares Core S&P Mid-Cap ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 100 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2019 and 64 closed out, a net change of +36 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2019 was Schroders, an estimated $187M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2019 was Ameriprise, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2019.