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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
PMFA
476
Plante Moran Financial Advisors
Michigan
$2.93M -$18.7K -485 -0.6%
AWA
477
Arete Wealth Advisors
Illinois
$2.92M +$545K +14,115 +23%
GC
478
Guggenheim Capital
Illinois
$2.86M -$96.8K -2,505 -3%
N
479
Natixis
France
$2.84M +$282K +7,305 +11%
BPCE
480
Bank Pictet & Cie (Europe)
Germany
$2.83M
MGIA
481
Moneta Group Investment Advisors
Missouri
$2.82M +$2.7M +69,770 +2,683%
CCM
482
Colorado Capital Management
Colorado
$2.81M -$272K -7,050 -9%
ST
483
Sabal Trust
Florida
$2.8M
PG
484
Patten Group
Tennessee
$2.79M +$35.2K +910 +1%
Legal & General Group
485
Legal & General Group
United Kingdom
$2.74M +$1.47M +38,000 +118%
Calamos Advisors
486
Calamos Advisors
Illinois
$2.73M +$759K +19,660 +39%
CB
487
Chemical Bank
Michigan
$2.73M -$204K -5,280 -7%
Renaissance Technologies
488
Renaissance Technologies
New York
$2.69M +$2.67M +69,000 New
PAM
489
Private Asset Management
California
$2.67M +$2.65M +68,630 New
CBN
490
Cadence Bank NA
Texas
$2.67M -$16.6K -430 -0.6%
EB
491
Eastern Bank
Massachusetts
$2.66M +$37.7K +975 +1%
CPSAC
492
Chas P. Smith & Associates (CPS)
Florida
$2.65M +$234K +6,045 +10%
FIM
493
Fernwood Investment Management
Massachusetts
$2.65M -$22.6K -585 -0.9%
BFO
494
Biltmore Family Office
North Carolina
$2.64M +$196K +5,075 +8%
SP
495
SWS Partners
Ohio
$2.64M +$387K +10,030 +17%
CBT
496
Central Bank & Trust
Kentucky
$2.63M -$191K -4,945 -7%
SGK
497
Steigerwald Gordon & Koch
Virginia
$2.62M -$114K -2,940 -4%
IWMA
498
Ironwood Wealth Management (Arizona)
Arizona
$2.6M +$2.58M +66,835 New
BWM
499
BigSur Wealth Management
Florida
$2.58M
PFM
500
Parsec Financial Management
North Carolina
$2.56M +$217K +5,630 +9%

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.