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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
FDCDDQ
401
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.44M +$154K +3,980 +4%
GC
402
Garde Capital
Washington
$4.38M
VF
403
Virtu Financial
New York
$4.34M +$3.63M +93,940 +536%
SSWM
404
Sheets Smith Wealth Management
North Carolina
$4.25M +$72.4K +1,875 +2%
William Blair & Company
405
William Blair & Company
Illinois
$4.22M +$373K +9,645 +10%
WAM
406
Wealthspire Advisors (Maryland)
Maryland
$4.22M +$1.64M +42,505 +65%
ONB
407
Old National Bancorp
Indiana
$4.21M +$92.9K +2,405 +2%
GP
408
Girard Partners
Pennsylvania
$4.2M +$641K +16,585 +18%
TCM
409
Telos Capital Management
California
$4.19M +$134K +3,475 +3%
FC
410
Ferris Capital
Massachusetts
$4.18M
NEPWA
411
New England Private Wealth Advisors
Massachusetts
$4.18M +$143K +3,690 +4%
FC
412
FCA Corp
Texas
$4.17M -$49.1K -1,270 -1%
3AM
413
3D Asset Management
Connecticut
$4.15M +$4.12M +106,535 New
DSAM
414
Dock Street Asset Management
Florida
$4.15M -$240K -6,220 -6%
BCM
415
Boltwood Capital Management
California
$4.13M -$19.3K -500 -0.5%
SC
416
Stratford Consulting
Texas
$4.12M -$90.4K -2,340 -2%
PCFFS
417
Pacific Center for Financial Services
California
$4.06M +$392K +10,150 +11%
PP
418
Palladium Partners
Virginia
$4.03M +$85.2K +2,205 +2%
PA
419
PFG Advisors
Arizona
$4.01M +$574K +14,855 +17%
RW
420
Rand Wealth
Maryland
$4M +$260K +6,725 +7%
NEGWA
421
New England Guild Wealth Advisors
Connecticut
$4M +$194K +5,010 +5%
HW
422
Hancock Whitney
Mississippi
$4M +$376K +9,725 +10%
LPT
423
Legacy Private Trust
Wisconsin
$3.96M -$25.5K -660 -0.6%
JFGIW
424
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.92M +$183K +4,725 +5%
CCG
425
Cypress Capital Group
Florida
$3.88M +$500K +12,955 +15%

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.