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iShares Core S&P Mid-Cap ETF

1,285 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, 572 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: 572 | Existing positions reduced: 464

15% more capital invested

Capital invested by funds: $29.1B → $33.5B (+$4.38B)

2% more funds holding

Funds holding: 1,2661,285 (+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
1,285
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
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
572
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
BCA
401
Berman Capital Advisors
Georgia
$5.3M +$621K +16,815 +14%
JT
402
Jump Trading
Illinois
$5.27M +$5.14M +139,170 New
WP
403
WealthPLAN Partners
Nebraska
$5.25M +$115K +3,115 +2%
PI
404
PFS Investments
Georgia
$5.23M +$1.24M +33,510 +32%
HCC
405
Hirtle Callaghan & Co
Pennsylvania
$5.21M +$3.23M +87,500 +175%
FMBTD
406
First Midwest Bank Trust Division
Illinois
$5.2M -$1.13M -30,620 -18%
FC
407
Ferris Capital
Massachusetts
$5.18M +$652K +17,650 +15%
APSP
408
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.13M +$66.3K +1,795 +1%
ASN
409
Advisory Services Network
Georgia
$5.08M -$133K -3,600 -3%
HMC
410
Harvard Management Company
Massachusetts
$5.07M -$73.5K -1,990 -1%
FWM
411
Frontier Wealth Management
Missouri
$5.06M -$216K -5,840 -4%
VFP
412
Verus Financial Partners
Virginia
$5.05M +$115K +3,115 +2%
FWCM
413
Ferguson Wellman Capital Management
Oregon
$5.04M +$203K +5,500 +4%
PB
414
Pinnacle Bancorp
Nebraska
$5.01M +$82.9K +2,245 +2%
BFWA
415
Benchmark Financial Wealth Advisors
Florida
$4.98M +$750K +20,310 +18%
SS
416
Simplicity Solutions
Minnesota
$4.97M +$2.15M +58,140 +80%
MCWS
417
McKinley Carter Wealth Services
West Virginia
$4.97M -$126K -3,425 -3%
BPWA
418
Beacon Pointe Wealth Advisors
California
$4.96M -$15K -405 -0.3%
WIC
419
Whitegate Investment Counselors
New Hampshire
$4.95M +$137K +3,710 +3%
TPA
420
Trivium Point Advisory
Connecticut
$4.95M +$473K +12,815 +11%
PTC
421
Private Trust Company
Ohio
$4.93M +$165K +4,470 +4%
NL
422
NWAM LLC
Washington
$4.92M +$85.1K +2,305 +2%
N
423
Natixis
France
$4.88M -$65.4K -1,770 -1%
CFC
424
Coyle Financial Counsel
Illinois
$4.87M -$1.85K -50 -0%
DCM
425
Dupont Capital Management
Delaware
$4.86M +$2.59M +70,060 +120%

IJH Hedge Fund Activity: Q1 2019 in Review

1,285 of the 4,621 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 572 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.

  • 1,285 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2019, up from 1,266 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.