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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
RW
426
Rand Wealth
Maryland
$3.6M -$167K -4,365 -4%
JFGIW
427
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.6M +$130K +3,390 +4%
TFCP
428
Twin Focus Capital Partners
Massachusetts
$3.59M +$12.8K +335 +0.4%
EVM
429
Eaton Vance Management
Massachusetts
$3.56M +$2.19M +57,225 +152%
IWM
430
IHT Wealth Management
Illinois
$3.55M +$412K +10,760 +12%
PCFFS
431
Pacific Center for Financial Services
California
$3.53M +$181K +4,735 +5%
HW
432
Hancock Whitney
Mississippi
$3.48M +$1.71M +44,680 +93%
GA
433
GFS Advisors
Texas
$3.48M +$266K +6,965 +8%
RWA
434
River Wealth Advisors
Pennsylvania
$3.44M -$125K -3,275 -3%
GP
435
Girard Partners
Pennsylvania
$3.42M +$753K +19,685 +28%
PCM
436
Parsons Capital Management
Rhode Island
$3.41M +$180K +4,700 +5%
AC
437
Alexandria Capital
Virginia
$3.35M -$160K -4,195 -4%
IP
438
Investment Partners
Ohio
$3.31M -$70.4K -1,840 -2%
PA
439
PFG Advisors
Arizona
$3.31M +$226K +5,920 +7%
SXL
440
Summit X LLC
Missouri
$3.3M +$458K +11,975 +16%
CCG
441
Cypress Capital Group
Florida
$3.25M +$329K +8,605 +11%
KPCM
442
Kings Point Capital Management
New York
$3.24M +$194K +5,065 +6%
SIAP
443
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.19M -$24.9K -650 -1%
MWM
444
Mascoma Wealth Management
New Hampshire
$3.18M -$584K -15,255 -15%
FTC
445
Farmers Trust Company
Ohio
$3.18M -$562K -14,680 -15%
MYIA
446
Mount Yale Investment Advisors
Colorado
$3.14M +$3.2M +83,765 New
FFG
447
Ford Financial Group
California
$3.13M +$76.5K +2,000 +2%
BIA
448
Bigelow Investment Advisors
Maine
$3.12M -$1.91K -50 -0.1%
NDSI
449
Newman Dignan & Sheerar Inc
Rhode Island
$3.1M -$72.7K -1,900 -2%
CCMG
450
Clark Capital Management Group
Pennsylvania
$3.09M -$885K -23,145 -22%

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.