We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

1,289 hedge funds and large institutions have $34.9B invested in iShares Core S&P Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 575 increasing their positions, 455 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,769% more call options, than puts

Call options by funds: $171M | Put options by funds: $4.41M

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

26% more repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 455

2.67% more ownership

Funds ownership: 345.39%348.06% (+2.7%)

4% more capital invested

Capital invested by funds: $33.5B → $34.9B (+$1.33B)

0% more funds holding

Funds holding: 1,2841,289 (+5)

3% less funds holding in top 10

Funds holding in top 10: 253246 (-7)

Holders
1,289
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
28%
Holding in Top 10
246
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.77%
% of All Funds
5.34%
New
70
Increased
575
Reduced
455
Closed
50
Calls
$171M
Puts
$4.41M
Net Calls
+$166M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
226
Simmons Bank
Arkansas
$14.4M +$16.5K +430 +0.1%
TF
227
Tompkins Financial
New York
$14.2M +$55.4K +1,445 +0.4%
KCM
228
Kanawha Capital Management
Virginia
$14.2M +$167K +4,350 +1%
FLPIM
229
F.L. Putnam Investment Management
Massachusetts
$14.2M +$1.38M +36,115 +11%
VC
230
Vestor Capital
Illinois
$14M -$164K -4,270 -1%
LIM
231
Leavell Investment Management
Alabama
$14M +$61.5K +1,605 +0.4%
CA
232
Cetera Advisors
Colorado
$14M -$776K -20,250 -5%
WAG
233
Winthrop Advisory Group
Massachusetts
$13.9M -$335K -8,750 -2%
HCA
234
Horan Capital Advisors
Ohio
$13.3M -$263K -6,860 -2%
GRP
235
Global Retirement Partners
California
$13.3M +$2.64M +68,950 +25%
SFG
236
StrategIQ Financial Group
Indiana
$13.1M -$725K -18,915 -5%
JF
237
JSF Financial
California
$13.1M +$670K +17,475 +5%
CC
238
Courier Capital
New York
$13M +$105K +2,750 +0.8%
I
239
IberiaBank
Louisiana
$12.9M -$607K -15,825 -5%
MBT
240
Montecito Bank & Trust
California
$12.8M -$41K -1,070 -0.3%
TF
241
TimeScale Financial
Massachusetts
$12.8M +$1.47M +38,355 +13%
CC
242
Cedar Capital
Illinois
$12.8M -$1.15M -30,030 -8%
GW
243
GW & Wade
Massachusetts
$12.7M +$778K +20,295 +7%
LSERS
244
Louisiana State Employees Retirement System
Louisiana
$12.7M -$1.38M -36,000 -10%
RWM
245
RKL Wealth Management
Pennsylvania
$12.7M +$1.77M +46,170 +16%
PWP
246
Personal Wealth Partners
Minnesota
$12.7M +$211K +5,510 +2%
BFM
247
Boston Financial Management
Massachusetts
$12.7M -$977K -25,490 -7%
FSC
248
Full Sail Capital
Oklahoma
$12.7M +$2.99M +77,955 +30%
NA
249
NewEdge Advisors
Louisiana
$12.5M +$107K +2,790 +0.9%
HSA
250
HBK Sorce Advisory
Pennsylvania
$12.5M -$1M -26,125 -8%

IJH Hedge Fund Activity: Q2 2019 in Review

1,289 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2019, worth a combined $34.9B — up 4% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IJH positions and 50 closed out — a net gain of 20 holders — while 575 added to existing stakes and 455 trimmed.

The largest buyer was Ameriprise, adding an estimated $167M. The largest seller was Citigroup, cutting an estimated $60.1M.

  • 1,289 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2019, up from 1,284 in Q1 2019.
  • Funds reported $34.9B of iShares Core S&P Mid-Cap ETF stock for Q2 2019, up 4% quarter-over-quarter.
  • 70 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2019 and 50 closed out, a net change of +20 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2019 was Ameriprise, an estimated $167M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2019 was Citigroup, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2019.