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iShares Core S&P Mid-Cap ETF

1,285 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 572 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,216% more call options, than puts

Call options by funds: $168M | Put options by funds: $3.9M

56% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 64

23% more repeat investments, than reductions

Existing positions increased: 572 | Existing positions reduced: 464

15% more capital invested

Capital invested by funds: $29.1B → $33.5B (+$4.38B)

2% more funds holding

Funds holding: 1,2661,285 (+19)

1% more funds holding in top 10

Funds holding in top 10: 250253 (+3)

2.2% less ownership

Funds ownership: 347.59%345.39% (-2.2%)

Holders
1,285
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
572
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
451
Founders Financial Securities
Maryland
$4.2M +$2.49M +67,430 +155%
WP
452
WealthSource Partners
California
$4.18M -$344K -9,315 -8%
TCM
453
Telos Capital Management
California
$4.17M -$16.1K -435 -0.4%
SSWM
454
Sheets Smith Wealth Management
North Carolina
$4.13M +$7.57K +205 +0.2%
Schroder Investment Management Group
455
Schroder Investment Management Group
United Kingdom
$4.09M -$1.24M -33,650 -24%
First Trust Advisors
456
First Trust Advisors
Illinois
$4.07M +$3.97M +107,520 New
KPCM
457
Kings Point Capital Management
New York
$4.06M -$533K -14,425 -12%
PPA
458
Parametric Portfolio Associates
Washington
$4.03M -$328K -8,895 -8%
CCT
459
Country Club Trust
Missouri
$3.98M +$336K +9,090 +9%
Two Sigma Investments
460
Two Sigma Investments
New York
$3.96M +$3.86M +104,500 New
FC
461
FCA Corp
Texas
$3.95M +$36.2K +980 +0.9%
TFCP
462
Twin Focus Capital Partners
Massachusetts
$3.92M +$1.29K +35 +0%
BIA
463
Bigelow Investment Advisors
Maine
$3.89M +$252K +6,825 +7%
BCM
464
Boltwood Capital Management
California
$3.88M -$194K -5,255 -5%
RWA
465
River Wealth Advisors
Pennsylvania
$3.88M +$923 +25 +0%
Cetera Investment Advisers
466
Cetera Investment Advisers
Illinois
$3.85M -$777K -21,045 -17%
GSWM
467
Golden State Wealth Management
California
$3.81M +$3.72M +100,625 New
SCM
468
SOL Capital Management
Maryland
$3.79M +$133K +3,600 +4%
CCMG
469
Clark Capital Management Group
Pennsylvania
$3.77M -$470K -12,720 -11%
SC
470
Stratford Consulting
Texas
$3.76M -$34.9K -945 -0.9%
LC
471
Lubar & Co
Wisconsin
$3.75M
NGA
472
Naples Global Advisors
Florida
$3.74M +$196K +5,300 +6%
MWM
473
Mascoma Wealth Management
New Hampshire
$3.74M +$104K +2,810 +3%
ONB
474
Old National Bancorp
Indiana
$3.73M -$39.7K -1,075 -1%
WPW
475
Waldron Private Wealth
Pennsylvania
$3.73M -$132K -3,585 -4%

IJH Hedge Fund Activity: Q1 2019 in Review

1,285 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2019, worth a combined $33.5B — up 15% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IJH positions and 64 closed out — a net gain of 36 holders — while 572 added to existing stakes and 464 trimmed.

The largest buyer was Schroders, opening a new position worth an estimated $187M. The largest seller was Ameriprise, cutting an estimated $232M.

  • 1,285 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2019, up from 1,266 in Q4 2018.
  • Funds reported $33.5B of iShares Core S&P Mid-Cap ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 100 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2019 and 64 closed out, a net change of +36 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2019 was Schroders, an estimated $187M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2019 was Ameriprise, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2019.