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iShares Core S&P Mid-Cap ETF

1,132 hedge funds and large institutions have $31.9B invested in iShares Core S&P Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 504 increasing their positions, 361 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more call options, than puts

Call options by funds: $70M | Put options by funds: $11.9M

40% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 361

38% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 47

13.21% more ownership

Funds ownership: 342.14%355.35% (+13%)

3% more funds holding in top 10

Funds holding in top 10: 227234 (+7)

5% more capital invested

Capital invested by funds: $30.5B → $31.9B (+$1.46B)

1% more funds holding

Funds holding: 1,1231,132 (+9)

Holders
1,132
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
25.91%
Holding in Top 10
234
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.08%
% of All Funds
5.36%
New
65
Increased
504
Reduced
361
Closed
47
Calls
$70M
Puts
$11.9M
Net Calls
+$58.1M
Net Calls Change
+$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
376
Pictet Asset Management (UK)
United Kingdom
$5.04M
IWM
377
IHT Wealth Management
Illinois
$5.03M +$1.25M +32,230 +33%
KWMG
378
King Wealth Management Group
Florida
$4.99M +$256K +6,625 +5%
SHIM
379
Stone House Investment Management
Pennsylvania
$4.98M +$94.6K +2,450 +2%
DAS
380
Dynamic Advisor Solutions
Arizona
$4.98M +$325K +8,420 +7%
WHG
381
Westwood Holdings Group
Texas
$4.96M +$116K +2,990 +2%
SFP
382
Shepherd Financial Partners
Massachusetts
$4.95M +$1.88M +48,795 +62%
CFA
383
Cahill Financial Advisors
Minnesota
$4.95M +$122K +3,170 +3%
VFP
384
Verus Financial Partners
Virginia
$4.93M -$107K -2,770 -2%
BAS
385
Brown Advisory Securities
Maryland
$4.92M +$327K +8,475 +7%
RCM
386
Riverhead Capital Management
Delaware
$4.92M +$156K +4,030 +3%
Natixis Advisors
387
Natixis Advisors
Massachusetts
$4.91M -$987K -25,555 -17%
PP
388
PDS Planning
Ohio
$4.86M +$122K +3,155 +3%
NPF
389
Norris Perne & French
Michigan
$4.86M -$296K -7,670 -6%
CFA
390
Carroll Financial Associates
North Carolina
$4.85M +$75.1K +1,945 +2%
PW
391
Price Wealth
Texas
$4.84M +$625K +16,185 +15%
NL
392
NWAM LLC
Washington
$4.73M -$490K -12,680 -9%
CIBC World Market
393
CIBC World Market
Ontario, Canada
$4.69M -$94.5K -2,445 -2%
Chevy Chase Trust
394
Chevy Chase Trust
Maryland
$4.66M +$260K +6,730 +6%
SCG
395
Sonata Capital Group
Washington
$4.6M -$252K -6,520 -5%
Cetera Investment Advisers
396
Cetera Investment Advisers
Illinois
$4.58M -$524K -13,560 -10%
JA
397
JVL Associates
Michigan
$4.56M -$32.1K -830 -0.7%
WIC
398
Whitegate Investment Counselors
New Hampshire
$4.56M +$286K +7,410 +7%
PAG
399
Pinnacle Advisory Group
Maryland
$4.47M +$341K +8,835 +8%
GHCM
400
Glen Harbor Capital Management
California
$4.45M +$136K +3,520 +3%

IJH Hedge Fund Activity: Q2 2018 in Review

1,132 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2018, worth a combined $31.9B — up 4.8% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new IJH positions and 47 closed out — a net gain of 18 holders — while 504 added to existing stakes and 361 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.55B. The largest seller was Credit Suisse, cutting an estimated $733M.

  • 1,132 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2018, up from 1,123 in Q1 2018.
  • Funds reported $31.9B of iShares Core S&P Mid-Cap ETF stock for Q2 2018, up 4.8% quarter-over-quarter.
  • 65 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2018 and 47 closed out, a net change of +18 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.55B added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2018 was Credit Suisse, an estimated $733M sold.

Based on aggregated 13F filings for Q2 2018.