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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
CC
251
Courier Capital
New York
$12.5M +$38.6K +1,045 +0.3%
FLPIM
252
F.L. Putnam Investment Management
Massachusetts
$12.4M +$845K +22,880 +7%
GWM
253
Geneos Wealth Management
Colorado
$12.3M +$1.42M +38,385 +13%
PWP
254
Personal Wealth Partners
Minnesota
$12.2M +$11.9M +321,285 New
JF
255
JSF Financial
California
$12.1M +$1.14M +30,960 +11%
NA
256
NewEdge Advisors
Louisiana
$12.1M -$501K -13,565 -4%
CTA
257
Colonial Trust Advisors
South Carolina
$11.9M +$1.16M +31,325 +11%
CA
258
Cambridge Advisors
Nebraska
$11.8M
CFGS
259
Concourse Financial Group Securities
Alabama
$11.8M +$1.15M +31,180 +11%
NAM
260
NTV Asset Management
West Virginia
$11.7M -$279K -7,545 -2%
PIM
261
Parker Investment Management
California
$11.7M -$3.88K -105 -0%
WF
262
WealthTrust Fairport
Ohio
$11.7M +$1.27M +34,385 +13%
GW
263
GW & Wade
Massachusetts
$11.7M +$1.91M +51,750 +20%
Principal Financial Group
264
Principal Financial Group
Iowa
$11.6M -$4.99M -135,120 -31%
B
265
Bailard
California
$11.5M -$105K -2,850 -0.9%
FWM
266
Fairhaven Wealth Management
Illinois
$11.4M +$829K +22,445 +8%
CG
267
Cynosure Group
Utah
$11.4M
MFM
268
Mirsky Financial Management
New York
$11.4M +$241K +6,525 +2%
LNC
269
Lincoln National Corp
Pennsylvania
$11.3M -$644K -17,445 -6%
WWM
270
Western Wealth Management
Colorado
$11.2M -$137K -3,700 -1%
TF
271
TimeScale Financial
Massachusetts
$11.1M +$2.36M +63,890 +28%
BOTW
272
Bank of the West
California
$11M -$217K -5,885 -2%
BWP
273
BSW Wealth Partners
Colorado
$11M +$3.36M +91,085 +46%
GC
274
Grimes & Company
Massachusetts
$10.9M -$10.9K -295 -0.1%
CAGAS
275
Capital Advisory Group Advisory Services
Minnesota
$10.9M -$232K -6,275 -2%

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.