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iShares Core S&P Mid-Cap ETF

1,132 hedge funds and large institutions have $31.9B invested in iShares Core S&P Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 504 increasing their positions, 361 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more call options, than puts

Call options by funds: $70M | Put options by funds: $11.9M

40% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 361

38% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 47

13.21% more ownership

Funds ownership: 342.14%355.35% (+13%)

3% more funds holding in top 10

Funds holding in top 10: 227234 (+7)

5% more capital invested

Capital invested by funds: $30.5B → $31.9B (+$1.46B)

1% more funds holding

Funds holding: 1,1231,132 (+9)

Holders
1,132
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
25.91%
Holding in Top 10
234
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.08%
% of All Funds
5.36%
New
65
Increased
504
Reduced
361
Closed
47
Calls
$70M
Puts
$11.9M
Net Calls
+$58.1M
Net Calls Change
+$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
251
Conning Inc
Connecticut
$11.3M -$850K -22,000 -7%
HFS
252
HL Financial Services
Kentucky
$11.3M +$1.25M +32,435 +13%
MA
253
MUFG Americas
New York
$11.3M +$143K +3,705 +1%
QI
254
QS Investors
New York
$11.2M +$716K +18,545 +7%
SHCM
255
Stokes & Hubbell Capital Management
Louisiana
$11.1M +$359K +9,300 +3%
PRS
256
Pinkerton Retirement Specialists
Idaho
$11M -$15.1M -389,635 -58%
CASB
257
Cape Ann Savings Bank
Massachusetts
$11M +$10.5M +273,030 New
ACP
258
Arcus Capital Partners
Georgia
$10.9M +$307K +7,935 +3%
PFPT
259
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.8M +$508K +13,145 +5%
FLPIM
260
F.L. Putnam Investment Management
Massachusetts
$10.8M -$2.36M -61,070 -18%
LA
261
Lynch & Associates
Indiana
$10.7M +$434K +11,225 +4%
AAS
262
Annex Advisory Services
Wisconsin
$10.6M -$119K -3,075 -1%
HSA
263
HBK Sorce Advisory
Pennsylvania
$10.4M +$663K +17,155 +7%
IF
264
Ironwood Financial
Arizona
$10.4M +$161K +4,165 +2%
NEPPG
265
New England Professional Planning Group
Rhode Island
$10.1M +$207K +5,360 +2%
AWM
266
Avondale Wealth Management
Texas
$10M -$3.23M -83,580 -24%
FAIM
267
Financial Advocates Investment Management
Washington
$9.96M +$340K +8,805 +4%
WCM
268
Windsor Capital Management
Arizona
$9.8M -$276K -7,150 -3%
AMG
269
Asset Management Group
Connecticut
$9.72M -$40.8K -1,055 -0.4%
PBO
270
Peoples Bank (Ohio)
Ohio
$9.57M -$1.94M -50,255 -17%
CFD
271
Creative Financial Designs
Indiana
$9.54M +$1.29M +33,505 +16%
LNB
272
Ledyard National Bank
$9.48M -$16.6K -430 -0.2%
WPA
273
West Paces Advisors
Georgia
$9.48M +$488K +12,625 +5%
CNC
274
Citizens & Northern Corp
Pennsylvania
$9.48M -$97.2K -2,515 -1%
PJSIMP
275
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.47M -$9.27K -240 -0.1%

IJH Hedge Fund Activity: Q2 2018 in Review

1,132 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2018, worth a combined $31.9B — up 4.8% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new IJH positions and 47 closed out — a net gain of 18 holders — while 504 added to existing stakes and 361 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.55B. The largest seller was Credit Suisse, cutting an estimated $733M.

  • 1,132 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2018, up from 1,123 in Q1 2018.
  • Funds reported $31.9B of iShares Core S&P Mid-Cap ETF stock for Q2 2018, up 4.8% quarter-over-quarter.
  • 65 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2018 and 47 closed out, a net change of +18 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.55B added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2018 was Credit Suisse, an estimated $733M sold.

Based on aggregated 13F filings for Q2 2018.