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iShares Core S&P Mid-Cap ETF

1,284 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, 571 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: 571 | Existing positions reduced: 464

15% more capital invested

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

2% more funds holding

Funds holding: 1,2651,284 (+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
1,284
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.79%
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
571
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
HNB
26
Huntington National Bank
Ohio
$207M
AA
27
Alesco Advisors
New York
$195M -$3.98M -107,705 -2%
S
28
Schroders
United Kingdom
$191M +$187M +5,055,225 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$189M -$26.7M -723,290 -13%
CAM
30
Cresset Asset Management
Illinois
$189M +$38M +1,028,270 +26%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$186M +$6M +162,370 +3%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$183M +$4.59M +124,360 +3%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$182M +$8.57M +232,035 +5%
TF
34
TIAA FSB
Florida
$178M +$20.2M +547,845 +13%
V
35
Veritable
Delaware
$164M +$4.26M +115,270 +3%
HT
36
Hefren-Tillotson
Pennsylvania
$163M +$38.1M +1,032,255 +31%
SB
37
Suntrust Banks
Georgia
$158M +$20.1M +542,985 +15%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$150M +$63.2M +1,712,025 +76%
FCAS
39
First Command Advisory Services
Texas
$148M +$2.12M +57,440 +1%
AG
40
Advisor Group
Arizona
$136M -$6.64M -179,930 -5%
PFG
41
Pacific Financial Group
Washington
$132M +$89.7M +2,429,635 +230%
UB
42
UMB Bank
Missouri
$131M +$5.31M +143,885 +4%
Truist Financial
43
Truist Financial
North Carolina
$122M +$13.4M +362,150 +13%
Franklin Resources
44
Franklin Resources
California
$106M +$28.5M +772,955 +38%
BIM
45
Bridges Investment Management
Nebraska
$98.4M +$7.14M +193,355 +8%
GBA
46
Global Beta Advisors
Pennsylvania
$92.9M +$23.8M +644,155 +36%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$92.8M +$647K +17,515 +0.7%
BF
48
BOK Financial
Oklahoma
$92M -$1.71M -46,415 -2%
State Street
49
State Street
Massachusetts
$91.7M -$3.12M -84,600 -3%
Stifel Financial
50
Stifel Financial
Missouri
$91.1M +$5.17M +139,910 +6%

IJH Hedge Fund Activity: Q1 2019 in Review

1,284 of the 4,620 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 571 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.

  • 1,284 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2019, up from 1,265 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.