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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
NGA
451
Naples Global Advisors
Florida
$3.09M +$40.2K +1,050 +1%
PCG
452
Private Capital Group
Connecticut
$3.09M +$231K +6,035 +8%
EK
453
Evensky & Katz
Florida
$3.09M -$282K -7,365 -8%
PCM
454
Perritt Capital Management
Illinois
$3.08M +$63.1K +1,650 +2%
WI
455
WrapManager Inc
California
$3.05M -$4.67M -122,135 -60%
MCTIC
456
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.03M
BOTW
457
Bank of the West
California
$3.01M -$21.6K -565 -0.7%
MA
458
Montag & Associates
Georgia
$3M -$13.4K -350 -0.4%
ST
459
Smithfield Trust
Pennsylvania
$2.97M +$301K +7,875 +11%
CCM
460
Colorado Capital Management
Colorado
$2.97M -$38.3K -1,000 -1%
WPW
461
Waldron Private Wealth
Pennsylvania
$2.96M
SFP
462
Shepherd Financial Partners
Massachusetts
$2.94M +$17.8K +465 +0.6%
CTC
463
Central Trust Company
Missouri
$2.91M -$208K -5,425 -7%
AFG
464
Albion Financial Group
Utah
$2.91M -$303K -7,925 -9%
CI
465
Cavalier Investments
Georgia
$2.86M -$571K -14,920 -17%
GC
466
Guggenheim Capital
Illinois
$2.85M
PMFA
467
Plante Moran Financial Advisors
Michigan
$2.84M +$52.8K +1,380 +2%
CGH
468
Crossmark Global Holdings
Texas
$2.83M -$64.6K -1,690 -2%
CB
469
Chemical Bank
Michigan
$2.82M +$499K +13,035 +21%
HH
470
Hilltop Holdings
Texas
$2.79M +$1.24M +32,355 +77%
SCM
471
SOL Capital Management
Maryland
$2.78M +$298K +7,800 +12%
MHS
472
M Holdings Securities
Oregon
$2.75M +$809K +21,155 +41%
BPCE
473
Bank Pictet & Cie (Europe)
Germany
$2.72M -$143K -3,750 -5%
CBT
474
Central Bank & Trust
Kentucky
$2.72M +$517K +13,520 +23%
BWM
475
BerganKDV Wealth Management
Minnesota
$2.71M +$188K +4,905 +7%

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.