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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
CFD
351
Creative Financial Designs
Indiana
$7.25M +$92K +2,400 +1%
IWA
352
Independence Wealth Advisors
Virginia
$7.23M +$425K +11,100 +6%
BAMG
353
Brand Asset Management Group
Missouri
$7.14M +$484K +12,630 +7%
CB
354
Community Bank
New York
$7.13M -$28.4K -740 -0.4%
GPA
355
Guidance Point Advisors
Massachusetts
$7.07M +$48.1K +1,255 +0.7%
ABC
356
Associated Banc-Corp
Wisconsin
$6.95M -$820K -21,385 -11%
JWBC
357
J.W. Burns & Co
New York
$6.93M +$82.2K +2,145 +1%
TAM
358
Tyers Asset Management
Texas
$6.92M +$126K +3,300 +2%
DCM
359
Dupont Capital Management
Delaware
$6.84M +$1.83M +47,635 +37%
CF
360
Copperwynd Financial
Arizona
$6.83M +$498K +13,000 +8%
UWPG
361
Ullmann Wealth Partners Group
Florida
$6.79M +$278K +7,245 +4%
WHG
362
Westwood Holdings Group
Texas
$6.69M +$227K +5,910 +4%
BAC
363
Boys Arnold & Co
North Carolina
$6.62M +$689K +17,970 +12%
FFWA
364
FRG Family Wealth Advisors
Washington
$6.51M +$90.3K +2,355 +1%
SIC
365
Shoker Investment Counsel
Ohio
$6.49M -$192K -5,020 -3%
LFAS
366
Level Four Advisory Services
Texas
$6.49M -$176K -4,595 -3%
SIAM
367
Sterling Investment Advisors (Missouri)
Missouri
$6.46M +$63.2K +1,650 +1%
CGA
368
Crescent Grove Advisors
Illinois
$6.46M -$1.13M -29,610 -15%
RSVP
369
Ramsay Stattman Vela & Price
Colorado
$6.4M -$47.5K -1,240 -0.7%
MPW
370
MA Private Wealth
California
$6.33M -$395K -10,310 -6%
LBC
371
Lowe Brockenbrough & Co
Virginia
$6.29M +$634K +16,540 +11%
PWW
372
Pettyjohn Wood & White
Virginia
$6.28M +$6.13K +160 +0.1%
AI
373
Accredited Investors
Minnesota
$6.25M -$62.9K -1,640 -1%
SIA
374
Starfire Investment Advisers
Michigan
$6.19M +$37.8K +985 +0.6%
NFG
375
Next Financial Group
Texas
$6.18M +$5.03M +131,345 +474%

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.