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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
RBCM
326
Raub Brock Capital Management
California
$7.73M +$38.8K +1,050 +0.5%
PMG
327
ProVise Management Group
Florida
$7.65M +$7.2K +195 +0.1%
ABC
328
Associated Banc-Corp
Wisconsin
$7.58M -$2.06M -55,805 -22%
CAC
329
Certified Advisory Corp
Florida
$7.56M +$730K +19,755 +11%
CW
330
Cobiz Wealth
Colorado
$7.53M +$44.5K +1,205 +0.6%
BOH
331
Bank of Hawaii
Hawaii
$7.52M +$24.6K +665 +0.3%
OC
332
Oppenheimer & Co
New York
$7.45M +$444K +12,020 +7%
RFO
333
RiverGlades Family Offices
Florida
$7.44M +$5.44M +147,210 +300%
CGA
334
Crescent Grove Advisors
Illinois
$7.42M +$5.93M +160,520 +455%
RJT
335
Raymond James Trust
Florida
$7.38M +$743K +20,125 +12%
KTC
336
Kistler-Tiffany Companies
Pennsylvania
$7.34M +$124K +3,355 +2%
SCA
337
Snowden Capital Advisors
New York
$7.33M -$322K -8,720 -4%
EDRIA
338
Edmonds Duncan Registered Investment Advisors
Kansas
$7.26M +$161K +4,350 +2%
CG
339
Colony Group
Massachusetts
$7.2M +$1.92M +52,075 +38%
TCM
340
Towercrest Capital Management
Pennsylvania
$7.17M +$778K +21,055 +13%
MSAM
341
Moloney Securities Asset Management
Missouri
$7.16M -$782K -21,175 -10%
1SB
342
1ST Source Bank
Indiana
$7.16M +$197K +5,330 +3%
CB
343
Community Bank
New York
$6.98M -$328K -8,895 -5%
CFD
344
Creative Financial Designs
Indiana
$6.97M -$3.56M -96,420 -34%
Natixis Advisors
345
Natixis Advisors
Massachusetts
$6.91M -$7.78M -210,595 -54%
GPA
346
Guidance Point Advisors
Massachusetts
$6.85M +$91.8K +2,485 +1%
IWM
347
IHT Wealth Management
Illinois
$6.75M -$121K -3,275 -2%
AA
348
Ancora Advisors
Ohio
$6.73M +$68.5K +1,855 +1%
JWBC
349
J.W. Burns & Co
New York
$6.67M -$113K -3,050 -2%
IWA
350
Independence Wealth Advisors
Virginia
$6.63M -$2.01M -54,505 -24%

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.