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iShares Core S&P Mid-Cap ETF

1,123 hedge funds and large institutions have $30.5B invested in iShares Core S&P Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 491 increasing their positions, 395 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $39.8M | Put options by funds: $15M

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

24% more repeat investments, than reductions

Existing positions increased: 491 | Existing positions reduced: 395

11.78% more ownership

Funds ownership: 330.35%342.14% (+12%)

4% more funds holding in top 10

Funds holding in top 10: 218227 (+9)

2% more funds holding

Funds holding: 1,0981,123 (+25)

4% more capital invested

Capital invested by funds: $29.3B → $30.5B (+$1.16B)

Holders
1,123
Holders Change
+25
Holders Change %
+2.28%
% of All Funds
25.73%
Holding in Top 10
227
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.13%
% of All Funds
5.2%
New
86
Increased
491
Reduced
395
Closed
51
Calls
$39.8M
Puts
$15M
Net Calls
+$24.8M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
376
Pictet Asset Management (UK)
United Kingdom
$4.85M
NB
377
NBT Bank
New York
$4.83M -$62.4K -1,630 -1%
FWM
378
Frontier Wealth Management
Missouri
$4.8M +$406K +10,605 +9%
SHIM
379
Stone House Investment Management
Pennsylvania
$4.71M +$441K +11,525 +10%
SCG
380
Sonata Capital Group
Washington
$4.67M +$71K +1,855 +2%
WHG
381
Westwood Holdings Group
Texas
$4.66M +$208K +5,425 +5%
CFA
382
Cahill Financial Advisors
Minnesota
$4.64M -$77.8K -2,035 -2%
MCWS
383
McKinley Carter Wealth Services
West Virginia
$4.61M -$408K -10,675 -8%
CIBC World Market
384
CIBC World Market
Ontario, Canada
$4.61M +$78.8K +2,060 +2%
CFA
385
Carroll Financial Associates
North Carolina
$4.6M -$151K -3,955 -3%
CC
386
Cadinha & Co
Hawaii
$4.6M -$164K -4,275 -3%
RCM
387
Riverhead Capital Management
Delaware
$4.58M
PP
388
PDS Planning
Ohio
$4.56M +$75.4K +1,970 +2%
KWMG
389
King Wealth Management Group
Florida
$4.56M +$105K +2,745 +2%
LFAS
390
Level Four Advisory Services
Texas
$4.56M -$1.79M -46,815 -28%
DAS
391
Dynamic Advisor Solutions
Arizona
$4.48M +$3.86M +101,015 +549%
JA
392
JVL Associates
Michigan
$4.42M -$80.1K -2,095 -2%
BAS
393
Brown Advisory Securities
Maryland
$4.41M +$51.3K +1,340 +1%
NFG
394
Next Financial Group
Texas
$4.3M +$3.32M +86,705 +311%
Chevy Chase Trust
395
Chevy Chase Trust
Maryland
$4.23M -$155K -4,065 -3%
DSAM
396
Dock Street Asset Management
Florida
$4.23M -$4.27M -111,700 -50%
GC
397
Garde Capital
Washington
$4.22M -$28.3K -740 -0.7%
RhumbLine Advisers
398
RhumbLine Advisers
Massachusetts
$4.18M +$4.27M +111,510 New
CB
399
Commerce Bank
Missouri
$4.16M +$54.3K +1,420 +1%
GHCM
400
Glen Harbor Capital Management
California
$4.16M

IJH Hedge Fund Activity: Q1 2018 in Review

1,123 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2018, worth a combined $30.5B — up 4% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IJH positions and 51 closed out — a net gain of 35 holders — while 491 added to existing stakes and 395 trimmed.

The largest buyer was Credit Suisse, adding an estimated $731M. The largest seller was Bank of America, cutting an estimated $70.5M.

  • 1,123 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2018, up from 1,098 in Q4 2017.
  • Funds reported $30.5B of iShares Core S&P Mid-Cap ETF stock for Q1 2018, up 4% quarter-over-quarter.
  • 86 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2018 and 51 closed out, a net change of +35 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2018 was Credit Suisse, an estimated $731M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2018 was Bank of America, an estimated $70.5M sold.

Based on aggregated 13F filings for Q1 2018.