We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

1,289 hedge funds and large institutions have $34.9B invested in iShares Core S&P Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 575 increasing their positions, 455 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,769% more call options, than puts

Call options by funds: $171M | Put options by funds: $4.41M

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

26% more repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 455

2.67% more ownership

Funds ownership: 345.39%348.06% (+2.7%)

4% more capital invested

Capital invested by funds: $33.5B → $34.9B (+$1.33B)

0% more funds holding

Funds holding: 1,2841,289 (+5)

3% less funds holding in top 10

Funds holding in top 10: 253246 (-7)

Holders
1,289
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
28%
Holding in Top 10
246
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.77%
% of All Funds
5.34%
New
70
Increased
575
Reduced
455
Closed
50
Calls
$171M
Puts
$4.41M
Net Calls
+$166M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
301
Stephens Inc
Arkansas
$9.55M +$3.89M +101,465 +70%
PWAP
302
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$9.47M +$596K +15,550 +7%
CFA
303
Carroll Financial Associates
North Carolina
$9.45M +$3.2M +83,575 +52%
KWMG
304
King Wealth Management Group
Florida
$9.38M +$940K +24,525 +11%
WCM
305
Windsor Capital Management
Arizona
$9.24M -$82.4K -2,150 -0.9%
Natixis Advisors
306
Natixis Advisors
Massachusetts
$9.19M +$2.07M +53,930 +30%
FMWA
307
Forvis Mazars Wealth Advisors
Missouri
$9.13M -$1.41M -36,740 -14%
ARG
308
Advisory Resource Group
Oklahoma
$9.12M +$336K +8,755 +4%
GG
309
Gofen & Glossberg
Illinois
$9.06M -$181K -4,735 -2%
WDL
310
Well Done LLC
Michigan
$8.97M -$139K -3,615 -2%
PP
311
Pegasus Partners
Wisconsin
$8.94M -$2.04M -53,195 -19%
MCG
312
MACRO Consulting Group
New Jersey
$8.81M -$170K -4,440 -2%
FCM
313
Flinton Capital Management
Pennsylvania
$8.81M +$161K +4,200 +2%
CAC
314
Certified Advisory Corp
Florida
$8.75M +$980K +25,575 +13%
CWM
315
Cornerstone Wealth Management
Missouri
$8.67M +$1.07M +27,855 +14%
MJRIC
316
Mogy Joel R Investment Counsel
California
$8.66M -$881K -22,975 -9%
AI
317
Atria Investments
North Carolina
$8.62M -$4.14M -107,915 -32%
MWM
318
Marietta Wealth Management
Georgia
$8.62M +$74.7K +1,950 +0.9%
KTC
319
Kistler-Tiffany Companies
Pennsylvania
$8.51M +$973K +25,400 +13%
TWM
320
Torch Wealth Management
Ohio
$8.46M +$18.2K +475 +0.2%
NCM
321
Neumann Capital Management
California
$8.4M +$445K +11,610 +6%
BOH
322
Bank of Hawaii
Hawaii
$8.37M +$650K +16,950 +9%
IWM
323
IHT Wealth Management
Illinois
$8.3M +$1.35M +35,245 +20%
PW
324
Price Wealth
Texas
$8.28M +$2.73M +71,165 +50%
CNC
325
Citizens & Northern Corp
Pennsylvania
$8.26M -$154K -4,010 -2%

IJH Hedge Fund Activity: Q2 2019 in Review

1,289 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2019, worth a combined $34.9B — up 4% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IJH positions and 50 closed out — a net gain of 20 holders — while 575 added to existing stakes and 455 trimmed.

The largest buyer was Ameriprise, adding an estimated $167M. The largest seller was Citigroup, cutting an estimated $60.1M.

  • 1,289 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2019, up from 1,284 in Q1 2019.
  • Funds reported $34.9B of iShares Core S&P Mid-Cap ETF stock for Q2 2019, up 4% quarter-over-quarter.
  • 70 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2019 and 50 closed out, a net change of +20 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2019 was Ameriprise, an estimated $167M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2019 was Citigroup, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2019.