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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
FPGK
301
Financial Partners Group (Kansas)
Kansas
$9.57M +$1.31M +35,585 +16%
FPFS
302
First Personal Financial Services
North Carolina
$9.54M +$998K +27,020 +12%
AMG
303
Asset Management Group
Connecticut
$9.46M +$92.1K +2,495 +1%
RIS
304
Retirement Income Solutions
Michigan
$9.32M -$9.79K -265 -0.1%
MJRIC
305
Mogy Joel R Investment Counsel
California
$9.32M +$444K +12,020 +5%
WCM
306
Windsor Capital Management
Arizona
$9.09M -$26.2K -710 -0.3%
GG
307
Gofen & Glossberg
Illinois
$9.01M +$162K +4,380 +2%
FBB
308
Fulton Breakefield Broenniman
Maryland
$8.99M +$69.1K +1,870 +0.8%
ACP
309
Arcus Capital Partners
Georgia
$8.94M +$863K +23,370 +11%
WDL
310
Well Done LLC
Michigan
$8.88M +$461K +12,480 +6%
MCG
311
MACRO Consulting Group
New Jersey
$8.75M -$628K -16,995 -7%
BPA
312
Beacon Pointe Advisors
California
$8.71M +$2.36M +63,920 +38%
PWAP
313
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$8.64M +$509K +13,770 +6%
ARG
314
Advisory Resource Group
Oklahoma
$8.54M +$111K +3,015 +1%
FCM
315
Flinton Capital Management
Pennsylvania
$8.43M +$496K +13,440 +6%
MWM
316
Marietta Wealth Management
Georgia
$8.33M +$537K +14,535 +7%
TWM
317
Torch Wealth Management
Ohio
$8.23M +$114K +3,085 +1%
KWMG
318
King Wealth Management Group
Florida
$8.21M +$1.69M +45,640 +27%
CNC
319
Citizens & Northern Corp
Pennsylvania
$8.21M -$301K -8,155 -4%
BCM
320
Brookstone Capital Management
Illinois
$8.12M -$1.55M -42,035 -16%
Brown Advisory
321
Brown Advisory
Maryland
$8.12M +$808K +21,880 +11%
PBO
322
Peoples Bank (Ohio)
Ohio
$8.11M -$288K -7,790 -4%
BC
323
Burleson & Co
California
$8M +$5.87M +158,925 +369%
PGWM
324
Parisi Gray Wealth Management
New Jersey
$7.9M -$230K -6,240 -3%
NCM
325
Neumann Capital Management
California
$7.75M +$3.14K +85 +0%

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.