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iShares Core S&P Mid-Cap ETF

1,123 hedge funds and large institutions have $30.5B invested in iShares Core S&P Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 491 increasing their positions, 395 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $39.8M | Put options by funds: $15M

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

24% more repeat investments, than reductions

Existing positions increased: 491 | Existing positions reduced: 395

11.78% more ownership

Funds ownership: 330.35%342.14% (+12%)

4% more funds holding in top 10

Funds holding in top 10: 218227 (+9)

2% more funds holding

Funds holding: 1,0981,123 (+25)

4% more capital invested

Capital invested by funds: $29.3B → $30.5B (+$1.16B)

Holders
1,123
Holders Change
+25
Holders Change %
+2.28%
% of All Funds
25.73%
Holding in Top 10
227
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.13%
% of All Funds
5.2%
New
86
Increased
491
Reduced
395
Closed
51
Calls
$39.8M
Puts
$15M
Net Calls
+$24.8M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
476
Sabal Trust
Florida
$2.7M +$2.75M +71,925 New
SHGA
477
Sand Hill Global Advisors
California
$2.68M -$27.9M -728,260 -91%
PG
478
Patten Group
Tennessee
$2.65M -$37.9K -990 -1%
SG Americas Securities
479
SG Americas Securities
New York
$2.65M +$2.7M +70,525 New
SGK
480
Steigerwald Gordon & Koch
Virginia
$2.64M +$16.4K +430 +0.6%
FAM
481
Foresters Asset Management
Ontario, Canada
$2.63M -$38.3K -1,000 -1%
CBN
482
Cadence Bank NA
Texas
$2.59M -$61K -1,595 -2%
Deutsche Bank
483
Deutsche Bank
Germany
$2.58M +$2.64M +68,945 New
TAIM
484
TD Ameritrade Investment Management
Nebraska
$2.58M +$2.62M +68,585 +25,402%
FIM
485
Fernwood Investment Management
Massachusetts
$2.57M +$14K +365 +0.5%
QCG
486
Quadrant Capital Group
Ohio
$2.53M +$997K +26,055 +63%
EB
487
Eastern Bank
Massachusetts
$2.52M -$235K -6,150 -8%
FBA
488
Front Barnett Associates
Illinois
$2.48M +$38.1K +995 +2%
BWM
489
BigSur Wealth Management
Florida
$2.48M +$1.72M +45,000 +214%
WAM
490
Wealthspire Advisors (Maryland)
Maryland
$2.47M -$341K -8,910 -12%
PGA
491
Portland Global Advisors
Maine
$2.47M -$15.3K -400 -0.6%
PAMG
492
Patton Albertson Miller Group
Tennessee
$2.47M +$47.6K +1,245 +2%
N
493
Natixis
France
$2.46M -$18.9M -494,985 -88%
LC
494
LCNB Corp
Ohio
$2.46M -$13.4K -350 -0.5%
MOS
495
MGO One Seven
Ohio
$2.46M +$32.1K +840 +1%
CPP
496
Crow Point Partners
Massachusetts
$2.43M +$2.48M +64,825 New
MAS
497
Madden Advisory Services
Florida
$2.42M
Cerity Partners
498
Cerity Partners
New York
$2.41M -$51.1K -1,335 -2%
GP
499
Geneva Partners
Wisconsin
$2.39M +$11.1K +290 +0.5%
BFO
500
Biltmore Family Office
North Carolina
$2.34M +$314K +8,210 +15%

IJH Hedge Fund Activity: Q1 2018 in Review

1,123 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2018, worth a combined $30.5B — up 4% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IJH positions and 51 closed out — a net gain of 35 holders — while 491 added to existing stakes and 395 trimmed.

The largest buyer was Credit Suisse, adding an estimated $731M. The largest seller was Bank of America, cutting an estimated $70.5M.

  • 1,123 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2018, up from 1,098 in Q4 2017.
  • Funds reported $30.5B of iShares Core S&P Mid-Cap ETF stock for Q1 2018, up 4% quarter-over-quarter.
  • 86 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2018 and 51 closed out, a net change of +35 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2018 was Credit Suisse, an estimated $731M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2018 was Bank of America, an estimated $70.5M sold.

Based on aggregated 13F filings for Q1 2018.