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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
PTC
426
Private Trust Company
Ohio
$4.93M -$128K -3,345 -3%
CIR
427
Clear Investment Research
Georgia
$4.92M -$714K -18,620 -13%
FWCM
428
Ferguson Wellman Capital Management
Oregon
$4.91M -$257K -6,700 -5%
FMBTD
429
First Midwest Bank Trust Division
Illinois
$4.89M -$431K -11,255 -8%
CFA
430
Cahill Financial Advisors
Minnesota
$4.83M -$33.7K -880 -0.7%
SSW
431
Smith Shellnut Wilson
Mississippi
$4.79M +$1.1M +28,720 +30%
NGA
432
Naples Global Advisors
Florida
$4.77M +$925K +24,125 +24%
CBFP
433
Cedar Brook Financial Partners
Ohio
$4.74M +$69.6K +1,815 +2%
PCFFS
434
Pacific Center for Financial Services
California
$4.72M +$87.8K +2,290 +2%
HR
435
Hardy Reed
Mississippi
$4.66M +$15.7K +410 +0.3%
IDA
436
Intelligence Driven Advisers
California
$4.66M +$4.38M +114,365 +2,076%
MAP
437
Milestone Advisory Partners
North Carolina
$4.62M +$80.1K +2,090 +2%
BCA
438
Berman Capital Advisors
Georgia
$4.59M -$841K -21,935 -16%
CIBC World Market
439
CIBC World Market
Ontario, Canada
$4.52M +$143K +3,735 +3%
DAS
440
Dynamic Advisor Solutions
Arizona
$4.46M -$30.3K -790 -0.7%
Cetera Investment Advisers
441
Cetera Investment Advisers
Illinois
$4.46M +$504K +13,140 +13%
RIG
442
Roosevelt Investment Group
New York
$4.44M +$65.7K +1,715 +2%
PA
443
PFG Advisors
Arizona
$4.43M -$192K -5,005 -4%
MWC
444
MKD Wealth Coaches
Michigan
$4.35M +$896K +23,380 +20%
TCM
445
Telos Capital Management
California
$4.32M +$40.8K +1,065 +1%
RWA
446
River Wealth Advisors
Pennsylvania
$4.3M +$314K +8,200 +8%
AAS
447
Avantax Advisory Services
Texas
$4.29M +$1.16M +30,140 +38%
BIA
448
Bigelow Investment Advisors
Maine
$4.26M +$266K +6,945 +7%
FC
449
FCA Corp
Texas
$4.25M +$195K +5,085 +5%
SSWM
450
Sheets Smith Wealth Management
North Carolina
$4.25M +$9.96K +260 +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.