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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
SLT
401
St Louis Trust
Missouri
$5.52M
LNB
402
Ledyard National Bank
$5.48M -$515K -13,450 -9%
MC
403
Middleton & Co
Massachusetts
$5.36M -$174K -4,550 -3%
HCC
404
Hirtle Callaghan & Co
Pennsylvania
$5.34M
BC
405
Burleson & Co
California
$5.33M -$2.45M -63,915 -32%
Chevy Chase Trust
406
Chevy Chase Trust
Maryland
$5.31M -$398K -10,385 -7%
CI
407
Cavalier Investments
Georgia
$5.29M +$5.22M +136,240 New
APSP
408
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.25M -$9.39K -245 -0.2%
MCWS
409
McKinley Carter Wealth Services
West Virginia
$5.2M +$104K +2,715 +2%
N
410
Natixis
France
$5.2M +$174K +4,535 +4%
HMC
411
Harvard Management Company
Massachusetts
$5.2M
TCB
412
Texas Capital Bancshares
Texas
$5.19M +$2.3M +59,960 +82%
PB
413
Pinnacle Bancorp
Nebraska
$5.14M +$1.92K +50 +0%
NL
414
NWAM LLC
Washington
$5.12M +$67.6K +1,765 +1%
CFC
415
Coyle Financial Counsel
Illinois
$5.09M +$102K +2,665 +2%
WIC
416
Whitegate Investment Counselors
New Hampshire
$5.08M +$4.22K +110 +0.1%
JWM
417
JGP Wealth Management
Oregon
$5.05M +$124K +3,225 +3%
TPA
418
Trivium Point Advisory
Connecticut
$5.04M -$34.9K -910 -0.7%
GHCM
419
Glen Harbor Capital Management
California
$5.03M +$92K +2,400 +2%
WP
420
WealthSource Partners
California
$5.01M +$712K +18,590 +17%
FDCDDQ
421
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.01M +$60.9K +1,590 +1%
MAFM
422
Mid Atlantic Financial Management
Pennsylvania
$4.98M +$350K +9,140 +8%
CSA
423
Cottage Street Advisors
Massachusetts
$4.96M -$19K -495 -0.4%
CCT
424
Country Club Trust
Missouri
$4.93M +$835K +21,795 +21%
HWA
425
Heritage Wealth Advisors
Virginia
$4.93M +$11.5K +300 +0.2%

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.