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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
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$213M +$16.3M +421,960 +8%
AA
27
Alesco Advisors
New York
$204M -$2.28M -59,010 -1%
State Farm Mutual Automobile Insurance
28
State Farm Mutual Automobile Insurance
Illinois
$189M -$4.57M -118,410 -2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$189M +$5.19M +134,310 +3%
USAA
30
United Services Automobile Association
Texas
$170M +$3.61M +93,525 +2%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$165M +$22.4M +578,940 +16%
TF
32
TIAA FSB
Florida
$156M -$10.4M -269,190 -6%
HNB
33
Huntington National Bank
Ohio
$131M
UB
34
UMB Bank
Missouri
$120M -$1.32M -34,230 -1%
MIH
35
Madison Investment Holdings
Wisconsin
$120M +$6.53M +168,965 +6%
TAIM
36
TD Ameritrade Investment Management
Nebraska
$112M +$108M +2,803,385 +4,071%
Franklin Resources
37
Franklin Resources
California
$99.2M +$67.3M +1,742,310 +217%
State Street
38
State Street
Massachusetts
$98.5M -$6.75M -174,765 -6%
BF
39
BOK Financial
Oklahoma
$96M +$111K +2,875 +0.1%
FMI
40
Factory Mutual Insurance
Massachusetts
$95.3M +$1.82M +47,000 +2%
AG
41
Advisor Group
Arizona
$94.4M +$2.06M +53,285 +2%
AIM
42
Acropolis Investment Management
Missouri
$90.1M +$704K +18,235 +0.8%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$89.3M +$8.06M +208,745 +10%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$87.3M -$19.7M -510,470 -19%
HTC
45
Haverford Trust Company
Pennsylvania
$85.5M -$492K -12,745 -0.6%
Comerica Bank
46
Comerica Bank
Texas
$82.3M -$4.76M -123,145 -6%
UCFA
47
United Capital Financial Advisors
Texas
$79.6M -$806K -20,860 -1%
SB
48
Suntrust Banks
Georgia
$79.5M +$31.1M +805,915 +65%
LW
49
Linscomb Wealth
Texas
$77.5M -$1.37M -35,555 -2%
Stifel Financial
50
Stifel Financial
Missouri
$76.5M -$19M -490,660 -20%

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.