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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
MWM
426
Mascoma Wealth Management
New Hampshire
$3.87M +$555K +14,360 +17%
LC
427
Lubar & Co
Wisconsin
$3.85M
CCM
428
Canal Capital Management
Virginia
$3.84M -$7.92K -205 -0.2%
MHS
429
M Holdings Securities
Oregon
$3.84M +$974K +25,205 +34%
FAM
430
Foresters Asset Management
Ontario, Canada
$3.82M +$57.9K +1,500 +2%
MI
431
Moneywise Inc
Virginia
$3.74M -$90.4K -2,340 -2%
SXL
432
Summit X LLC
Missouri
$3.74M +$311K +8,040 +9%
GA
433
GFS Advisors
Texas
$3.72M +$105K +2,720 +3%
TFCP
434
Twin Focus Capital Partners
Massachusetts
$3.64M -$89.4K -2,315 -2%
KPCM
435
Kings Point Capital Management
New York
$3.59M +$222K +5,745 +7%
HH
436
Hilltop Holdings
Texas
$3.57M +$670K +17,350 +23%
Capital Fund Management (CFM)
437
Capital Fund Management (CFM)
France
$3.57M +$3.54M +91,645 New
PFA
438
Pinnacle Family Advisors
Missouri
$3.57M -$7.11M -184,035 -67%
NGA
439
Naples Global Advisors
Florida
$3.55M +$330K +8,555 +10%
RWA
440
River Wealth Advisors
Pennsylvania
$3.52M -$48.5K -1,255 -1%
BIA
441
Bigelow Investment Advisors
Maine
$3.49M +$251K +6,485 +8%
PCM
442
Parsons Capital Management
Rhode Island
$3.47M -$71.7K -1,855 -2%
MYIA
443
Mount Yale Investment Advisors
Colorado
$3.44M +$180K +4,665 +6%
AC
444
Alexandria Capital
Virginia
$3.44M -$38.2K -990 -1%
ST
445
Smithfield Trust
Pennsylvania
$3.44M +$355K +9,180 +12%
IP
446
Investment Partners
Ohio
$3.41M -$30.1K -780 -0.9%
CPA
447
Clear Perspective Advisors
Illinois
$3.35M +$2.58M +66,815 +349%
BOTW
448
Bank of the West
California
$3.34M +$217K +5,610 +7%
FFG
449
Ford Financial Group
California
$3.34M +$86.1K +2,230 +3%
Citadel Advisors
450
Citadel Advisors
Florida
$3.34M +$2.36M +61,175 +250%

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.