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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
WS
276
Wela Strategies
Georgia
$9.47M +$813K +21,055 +9%
NA
277
Neuburgh Advisers
California
$9.46M +$289K +7,480 +3%
CA
278
Cynosure Advisors
Utah
$9.41M
RIS
279
Retirement Income Solutions
Michigan
$9.37M -$622K -16,110 -6%
PI
280
PFS Investments
Georgia
$9.2M +$4.77M +123,490 +117%
IWA
281
Independence Wealth Advisors
Virginia
$9.13M -$387K -10,025 -4%
SPIA
282
Steward Partners Investment Advisory
New York
$9.13M +$51.6K +1,335 +0.6%
GG
283
Gofen & Glossberg
Illinois
$9.12M +$351K +9,090 +4%
FBB
284
Fulton Breakefield Broenniman
Maryland
$9.09M +$9.02M +233,415 New
MSA
285
Marino Stram & Associates
Massachusetts
$9.05M +$514K +13,310 +6%
RhumbLine Advisers
286
RhumbLine Advisers
Massachusetts
$9M +$4.62M +119,520 +107%
FPFS
287
First Personal Financial Services
North Carolina
$8.98M +$99.9K +2,585 +1%
Thrivent Financial for Lutherans
288
Thrivent Financial for Lutherans
Minnesota
$8.95M +$215K +5,560 +2%
WTC
289
WhitTier Trust Company
Nevada
$8.94M +$3.72M +96,390 +72%
MJRIC
290
Mogy Joel R Investment Counsel
California
$8.89M +$72.4K +1,875 +0.8%
BWP
291
BSW Wealth Partners
Colorado
$8.84M +$220K +5,700 +3%
NFG
292
Nations Financial Group
Iowa
$8.79M +$263K +6,810 +3%
SCA
293
Snowden Capital Advisors
New York
$8.77M +$179K +4,625 +2%
FC
294
Fulcrum Capital
Washington
$8.6M +$1M +25,900 +13%
TWM
295
Torch Wealth Management
Ohio
$8.51M +$64.7K +1,675 +0.8%
NCM
296
Neumann Capital Management
California
$8.46M +$65.9K +1,705 +0.8%
CW
297
Cobiz Wealth
Colorado
$8.42M +$280K +7,255 +3%
RBCM
298
Raub Brock Capital Management
California
$8.31M -$385K -9,975 -4%
BCA
299
Berman Capital Advisors
Georgia
$8.17M +$1.39M +36,020 +21%
JIC
300
Johnson Investment Counsel
Ohio
$8.15M -$240K -6,215 -3%

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.