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iShares Core S&P Mid-Cap ETF

1,289 hedge funds and large institutions have $34.9B invested in iShares Core S&P Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 575 increasing their positions, 455 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,769% more call options, than puts

Call options by funds: $171M | Put options by funds: $4.41M

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

26% more repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 455

2.67% more ownership

Funds ownership: 345.39%348.06% (+2.7%)

4% more capital invested

Capital invested by funds: $33.5B → $34.9B (+$1.33B)

0% more funds holding

Funds holding: 1,2841,289 (+5)

3% less funds holding in top 10

Funds holding in top 10: 253246 (-7)

Holders
1,289
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
28%
Holding in Top 10
246
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.77%
% of All Funds
5.34%
New
70
Increased
575
Reduced
455
Closed
50
Calls
$171M
Puts
$4.41M
Net Calls
+$166M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$261M +$1.38M +35,925 +0.5%
HNB
27
Huntington National Bank
Ohio
$227M
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$216M +$28.2M +735,405 +15%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$211M +$17.1M +446,540 +9%
AA
30
Alesco Advisors
New York
$201M +$580K +15,140 +0.3%
S
31
Schroders
United Kingdom
$200M +$3.26M +85,065 +2%
CAM
32
Cresset Asset Management
Illinois
$194M +$12.5K +325 +0%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$185M -$5.3M -138,345 -3%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$178M -$7.86M -204,995 -4%
V
35
Veritable
Delaware
$178M +$9.01M +235,130 +5%
HT
36
Hefren-Tillotson
Pennsylvania
$170M +$2.36M +61,460 +1%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$155M +$596K +15,540 +0.4%
TF
38
TIAA FSB
Florida
$149M -$32.7M -852,890 -18%
SB
39
Suntrust Banks
Georgia
$148M -$14M -366,430 -9%
AG
40
Advisor Group
Arizona
$138M -$1.56M -40,610 -1%
PFG
41
Pacific Financial Group
Washington
$132M +$207K +5,395 +0.2%
Truist Financial
42
Truist Financial
North Carolina
$129M +$4.2M +109,650 +3%
NMIMC
43
Northwestern Mutual Investment Management Company
Wisconsin
$125M +$66.4M +1,731,500 +117%
BIM
44
Bridges Investment Management
Nebraska
$104M +$3.32M +86,520 +3%
Franklin Resources
45
Franklin Resources
California
$104M -$4.64M -121,045 -4%
Stifel Financial
46
Stifel Financial
Missouri
$92.1M -$1.4M -36,500 -2%
State Street
47
State Street
Massachusetts
$91.7M -$2.39M -62,290 -3%
HTC
48
Haverford Trust Company
Pennsylvania
$88.7M +$1.33M +34,815 +2%
AIM
49
Acropolis Investment Management
Missouri
$88.6M +$1.33M +34,600 +2%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$88M -$7.13M -186,085 -8%

IJH Hedge Fund Activity: Q2 2019 in Review

1,289 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2019, worth a combined $34.9B — up 4% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IJH positions and 50 closed out — a net gain of 20 holders — while 575 added to existing stakes and 455 trimmed.

The largest buyer was Ameriprise, adding an estimated $167M. The largest seller was Citigroup, cutting an estimated $60.1M.

  • 1,289 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2019, up from 1,284 in Q1 2019.
  • Funds reported $34.9B of iShares Core S&P Mid-Cap ETF stock for Q2 2019, up 4% quarter-over-quarter.
  • 70 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2019 and 50 closed out, a net change of +20 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2019 was Ameriprise, an estimated $167M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2019 was Citigroup, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2019.