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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
EDRIA
326
Edmonds Duncan Registered Investment Advisors
Kansas
$8.25M +$767K +20,010 +10%
PGWM
327
Parisi Gray Wealth Management
New Jersey
$8.12M +$30.3K +790 +0.4%
OC
328
Oppenheimer & Co
New York
$8.07M +$423K +11,025 +6%
RBCM
329
Raub Brock Capital Management
California
$8.06M +$125K +3,255 +2%
Brown Advisory
330
Brown Advisory
Maryland
$7.97M -$343K -8,955 -4%
SMC
331
Smith, Moore & Co
Missouri
$7.96M +$4.78M +124,640 +155%
1SB
332
1ST Source Bank
Indiana
$7.96M +$610K +15,925 +8%
FTS
333
Fifth Third Securities
Ohio
$7.88M +$7.78M +202,880 New
MSAM
334
Moloney Securities Asset Management
Missouri
$7.8M +$451K +11,760 +6%
PMG
335
ProVise Management Group
Florida
$7.78M -$63.4K -1,655 -0.8%
RhumbLine Advisers
336
RhumbLine Advisers
Massachusetts
$7.73M -$8.69M -226,855 -53%
SS
337
Simplicity Solutions
Minnesota
$7.71M +$2.58M +67,205 +51%
SW
338
SVB Wealth
Massachusetts
$7.65M +$7.55M +196,885 New
SFG
339
Summit Financial Group
West Virginia
$7.64M +$7.54M +196,720 New
RFO
340
RiverGlades Family Offices
Florida
$7.62M -$7.67K -200 -0.1%
William Blair & Company
341
William Blair & Company
Illinois
$7.53M +$835K +21,795 +13%
Rockefeller Capital Management
342
Rockefeller Capital Management
New York
$7.5M +$6.78M +177,010 +1,104%
CW
343
Cobiz Wealth
Colorado
$7.45M -$277K -7,225 -4%
AA
344
Ancora Advisors
Ohio
$7.44M +$531K +13,865 +8%
PBO
345
Peoples Bank (Ohio)
Ohio
$7.44M -$865K -22,580 -11%
QCG
346
Quadrant Capital Group
Ohio
$7.38M +$850K +22,170 +13%
SCA
347
Snowden Capital Advisors
New York
$7.38M -$131K -3,425 -2%
PGA
348
Portland Global Advisors
Maine
$7.35M +$1.07M +27,820 +17%
RJT
349
Raymond James Trust
Florida
$7.35M -$219K -5,710 -3%
AA
350
Advisory Alpha
Michigan
$7.29M +$1.46M +38,040 +25%

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.