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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
LA
276
Lynch & Associates
Indiana
$10.8M +$417K +11,295 +4%
AWM
277
Avondale Wealth Management
Texas
$10.8M -$2.77K -75 -0%
PFPT
278
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.8M +$304K +8,230 +3%
IF
279
Ironwood Financial
Arizona
$10.7M +$250K +6,760 +2%
BBNA
280
Bremer Bank National Association
Minnesota
$10.7M +$10.1M +272,600 New
NC
281
NewSquare Capital
Pennsylvania
$10.7M -$557K -15,080 -5%
PP
282
Pegasus Partners
Wisconsin
$10.7M -$2.37M -64,220 -18%
RWM
283
RKL Wealth Management
Pennsylvania
$10.6M +$1.6M +43,375 +18%
JIC
284
Johnson Investment Counsel
Ohio
$10.5M +$319K +8,630 +3%
GRP
285
Global Retirement Partners
California
$10.4M -$24.6K -665 -0.2%
FMWA
286
Forvis Mazars Wealth Advisors
Missouri
$10.3M -$193K -5,215 -2%
WPA
287
West Paces Advisors
Georgia
$10.3M +$1.75M +47,355 +21%
MSA
288
Marino Stram & Associates
Massachusetts
$10.3M +$108K +2,920 +1%
PJSIMP
289
P.J. Schmidt Investment Management (PJS)
Wisconsin
$10.2M +$518K +14,015 +5%
NA
290
Neuburgh Advisers
California
$10.2M +$603K +16,320 +6%
RCM
291
Requisite Capital Management
Texas
$10.2M +$244K +6,595 +3%
Millennium Management
292
Millennium Management
New York
$10.1M +$2.95M +79,955 +43%
NFG
293
Nations Financial Group
Iowa
$10.1M +$396K +10,730 +4%
MA
294
MUFG Americas
New York
$10.1M -$513K -13,880 -5%
AAS
295
Annex Advisory Services
Wisconsin
$10.1M -$132K -3,570 -1%
CASB
296
Cape Ann Savings Bank
Massachusetts
$10M +$94.2K +2,550 +1%
FCA
297
FLC Capital Advisors
California
$9.99M +$3.12M +84,465 +47%
CIM
298
CIM Investment Management
Pennsylvania
$9.9M -$2.42M -65,490 -20%
FSC
299
Full Sail Capital
Oklahoma
$9.68M +$4.17M +112,825 +79%
PFA
300
Pettinga Financial Advisors
Indiana
$9.62M -$5.21M -141,050 -36%

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.