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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
SFS
326
Sowell Financial Services
Arkansas
$6.67M +$512K +13,260 +9%
EDRIA
327
Edmonds Duncan Registered Investment Advisors
Kansas
$6.66M +$124K +3,220 +2%
RSVP
328
Ramsay Stattman Vela & Price
Colorado
$6.62M +$7.34K +190 +0.1%
KTC
329
Kistler-Tiffany Companies
Pennsylvania
$6.62M +$15.3K +395 +0.2%
AIM
330
Advantage Investment Management
Iowa
$6.6M -$1.55M -40,225 -19%
SFI
331
SPC Financial Inc
Maryland
$6.59M -$411K -10,645 -6%
SIAM
332
Sterling Investment Advisors (Missouri)
Missouri
$6.55M -$170K -4,390 -3%
CT
333
Coastline Trust
Rhode Island
$6.45M -$6.76K -175 -0.1%
AA
334
Ancora Advisors
Ohio
$6.36M +$102K +2,630 +2%
CS
335
Credit Suisse
Switzerland
$6.35M -$733M -18,968,525 -99%
AIP
336
Ahrens Investment Partners
Louisiana
$6.26M +$31.1K +805 +0.5%
WP
337
WealthSource Partners
California
$6.26M +$372K +9,640 +6%
TCM
338
Towercrest Capital Management
Pennsylvania
$6.26M +$138K +3,565 +2%
WAP
339
Wealthcare Advisory Partners
Pennsylvania
$6.24M +$2.02M +52,225 +48%
BAMG
340
Brand Asset Management Group
Missouri
$6.24M +$6.18M +160,065 New
CAI
341
Capital Advisors Inc
Oklahoma
$6.18M +$387K +10,015 +7%
RWM
342
RKL Wealth Management
Pennsylvania
$6.18M +$726K +18,795 +13%
PWW
343
Pettyjohn Wood & White
Virginia
$6.13M -$30.5K -790 -0.5%
TAM
344
Tyers Asset Management
Texas
$6.12M +$187K +4,840 +3%
MWM
345
Marietta Wealth Management
Georgia
$6.11M +$261K +6,755 +5%
MCWS
346
McKinley Carter Wealth Services
West Virginia
$6.11M +$1.3M +33,730 +27%
FFWA
347
FRG Family Wealth Advisors
Washington
$6.04M -$5.41K -140 -0.1%
SAS
348
Stelac Advisory Services
New York
$6.01M +$437K +11,300 +8%
GCA
349
Greenwood Capital Associates
South Carolina
$6.01M +$5.45M +140,960 +1,055%
SCM
350
Stonehearth Capital Management
Massachusetts
$6.01M +$59.7K +1,545 +1%

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.