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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
NC
301
NewSquare Capital
Pennsylvania
$8.11M -$186K -4,805 -2%
ATC
302
Argent Trust Co
Tennessee
$8.07M +$6.51M +168,565 +438%
AWM
303
AE Wealth Management
Kansas
$8.06M +$2.5M +64,785 +46%
PWAP
304
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$7.98M +$406K +10,505 +5%
FCM
305
Flinton Capital Management
Pennsylvania
$7.79M +$238K +6,160 +3%
WF
306
WealthTrust Fairport
Ohio
$7.79M +$1.36M +35,125 +21%
UBV
307
United Bank (Virginia)
Virginia
$7.71M -$13.8M -357,115 -64%
PGWM
308
Parisi Gray Wealth Management
New Jersey
$7.65M -$478K -12,365 -6%
JIP
309
Jaffetilchin Investment Partners
Florida
$7.63M +$127K +3,275 +2%
MAP
310
Milestone Advisory Partners
North Carolina
$7.57M +$198K +5,120 +3%
SS
311
Simplicity Solutions
Minnesota
$7.54M +$2.4M +62,175 +47%
BTNA
312
Bremer Trust National Association
Minnesota
$7.54M -$210K -5,440 -3%
1SB
313
1ST Source Bank
Indiana
$7.52M -$70.3K -1,820 -0.9%
ABC
314
Associated Banc-Corp
Wisconsin
$7.44M -$134K -3,470 -2%
Schroder Investment Management Group
315
Schroder Investment Management Group
United Kingdom
$7.44M -$140K -3,625 -2%
Brown Advisory
316
Brown Advisory
Maryland
$7.36M -$256K -6,635 -3%
GRP
317
Global Retirement Partners
California
$7.32M +$826K +21,370 +13%
WDL
318
Well Done LLC
Michigan
$7.3M +$71.1K +1,840 +1%
MSAM
319
Moloney Securities Asset Management
Missouri
$7.24M +$185K +4,795 +3%
JWBC
320
J.W. Burns & Co
New York
$7.22M +$181K +4,695 +3%
RFO
321
RiverGlades Family Offices
Florida
$7.21M +$34.8K +900 +0.5%
Millennium Management
322
Millennium Management
New York
$7.15M -$6.17M -159,630 -47%
OC
323
Oppenheimer & Co
New York
$7.09M +$304K +7,870 +5%
PVH
324
Psagot Value Holdings
Israel
$6.78M -$3.86K -100 -0.1%
SIC
325
Shoker Investment Counsel
Ohio
$6.77M -$175K -4,530 -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.