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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
BA
451
Bristlecone Advisors
Washington
$3.32M -$820K -21,225 -20%
NB
452
NBT Bank
New York
$3.32M -$1.68M -43,445 -34%
CCT
453
Country Club Trust
Missouri
$3.32M +$896K +23,205 +37%
CCMG
454
Clark Capital Management Group
Pennsylvania
$3.3M +$90K +2,330 +3%
FTC
455
Farmers Trust Company
Ohio
$3.28M -$16.4K -425 -0.5%
SIAP
456
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.27M -$27K -700 -1%
Deutsche Bank
457
Deutsche Bank
Germany
$3.21M +$522K +13,510 +20%
PCG
458
Private Capital Group
Connecticut
$3.21M -$8.3K -215 -0.3%
SPIA
459
Strategic Point Investment Advisors
Rhode Island
$3.21M +$1.03M +26,740 +48%
ALIONA
460
Allianz Life Insurance of North America
Minnesota
$3.19M -$667K -17,255 -17%
CWM
461
Capital Wealth Management
Rhode Island
$3.19M +$1.02M +26,335 +48%
EK
462
Evensky & Katz
Florida
$3.17M -$35.7K -925 -1%
IWP
463
Icon Wealth Partners
Texas
$3.16M +$970K +25,105 +45%
JWM
464
JGP Wealth Management
Oregon
$3.16M +$3.14M +81,195 New
QCG
465
Quadrant Capital Group
Ohio
$3.15M +$526K +13,610 +20%
CGH
466
Crossmark Global Holdings
Texas
$3.13M +$197K +5,090 +7%
PCM
467
Perritt Capital Management
Illinois
$3.12M +$25.1K +650 +0.8%
BWM
468
BerganKDV Wealth Management
Minnesota
$3.12M +$311K +8,050 +11%
MA
469
Montag & Associates
Georgia
$3.12M
WI
470
WrapManager Inc
California
$3.09M -$78K -2,020 -2%
WPW
471
Waldron Private Wealth
Pennsylvania
$3.08M
SCM
472
SOL Capital Management
Maryland
$3.04M +$153K +3,950 +5%
CTC
473
Central Trust Company
Missouri
$2.98M -$41.1K -1,065 -1%
MCTIC
474
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.96M
PAMG
475
Patton Albertson Miller Group
Tennessee
$2.94M +$372K +9,620 +15%

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.