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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
TAM
351
Tyers Asset Management
Texas
$6.62M +$390K +10,560 +6%
MPW
352
MA Private Wealth
California
$6.56M +$216K +5,845 +3%
SIC
353
Shoker Investment Counsel
Ohio
$6.52M +$170K +4,595 +3%
William Blair & Company
354
William Blair & Company
Illinois
$6.52M +$1.23M +33,285 +24%
ERSOT
355
Employees Retirement System of Texas
Texas
$6.51M -$19.4M -524,525 -75%
LFAS
356
Level Four Advisory Services
Texas
$6.49M +$1.09M +29,450 +21%
BAMG
357
Brand Asset Management Group
Missouri
$6.48M +$491K +13,290 +8%
QCG
358
Quadrant Capital Group
Ohio
$6.36M -$196K -5,315 -3%
SFG
359
Sage Financial Group
Pennsylvania
$6.36M +$1.63M +44,125 +36%
UWPG
360
Ullmann Wealth Partners Group
Florida
$6.35M +$290K +7,850 +5%
WHG
361
Westwood Holdings Group
Texas
$6.29M -$1.05M -28,480 -15%
RSVP
362
Ramsay Stattman Vela & Price
Colorado
$6.28M -$14.8K -400 -0.2%
FFWA
363
FRG Family Wealth Advisors
Washington
$6.25M -$24K -650 -0.4%
SIAM
364
Sterling Investment Advisors (Missouri)
Missouri
$6.24M -$216K -5,850 -3%
CF
365
Copperwynd Financial
Arizona
$6.16M +$307K +8,325 +5%
AI
366
Accredited Investors
Minnesota
$6.15M +$32.5K +880 +0.5%
I
367
INVST
Indiana
$6.13M +$5.9M +159,660 New
PWW
368
Pettyjohn Wood & White
Virginia
$6.12M -$20.1K -545 -0.3%
PGA
369
Portland Global Advisors
Maine
$6.12M +$1.21M +32,750 +25%
CFB
370
Cullen/Frost Bankers
Texas
$6.06M +$846K +22,915 +17%
CFA
371
Carroll Financial Associates
North Carolina
$6.05M +$578K +15,645 +11%
SIA
372
Starfire Investment Advisers
Michigan
$6M -$8.31K -225 -0.1%
WS
373
Wela Strategies
Georgia
$5.95M -$3.67M -99,400 -39%
AWM
374
Avior Wealth Management
Nebraska
$5.93M +$48.7K +1,320 +0.9%
CT
375
Coastline Trust
Rhode Island
$5.89M

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.