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iShares Core S&P Mid-Cap ETF

1,285 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, 572 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: 572 | Existing positions reduced: 464

15% more capital invested

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

2% more funds holding

Funds holding: 1,2661,285 (+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
1,285
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
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
572
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
VWM
476
Valley Wealth Managers
New Jersey
$3.64M +$3.11M +84,080 +705%
SPIA
477
Strategic Point Investment Advisors
Rhode Island
$3.62M -$306K -8,275 -8%
PP
478
Palladium Partners
Virginia
$3.58M -$187K -5,075 -5%
MI
479
Moneywise Inc
Virginia
$3.58M +$38.8K +1,050 +1%
SSW
480
Smith Shellnut Wilson
Mississippi
$3.58M +$3.49M +94,440 New
CWM
481
Cranbrook Wealth Management
Michigan
$3.56M +$454K +12,295 +15%
FAIM
482
Financial Advocates Investment Management
Washington
$3.55M -$1.33M -36,055 -28%
CPA
483
Clear Perspective Advisors
Illinois
$3.51M -$197K -5,335 -5%
RA
484
RFG Advisory
Alabama
$3.51M +$468K +12,665 +16%
DSAM
485
Dock Street Asset Management
Florida
$3.5M -$185K -5,005 -5%
NEGWA
486
New England Guild Wealth Advisors
Connecticut
$3.5M -$23.6K -640 -0.7%
CFS
487
CRA Financial Services
New Jersey
$3.49M -$286K -7,750 -8%
SFI
488
SPC Financial Inc
Maryland
$3.49M +$143K +3,870 +4%
FFG
489
Ford Financial Group
California
$3.45M +$18.6K +505 +0.6%
SAM
490
Securian Asset Management
Minnesota
$3.44M
AC
491
Alexandria Capital
Virginia
$3.44M -$12.6K -340 -0.4%
PAG
492
Pinnacle Advisory Group
Maryland
$3.42M -$282K -7,640 -8%
RIA
493
Regal Investment Advisors
Michigan
$3.42M +$6.09K +165 +0.2%
AWA
494
Arete Wealth Advisors
Illinois
$3.41M +$158K +4,270 +5%
IWMA
495
Ironwood Wealth Management (Arizona)
Arizona
$3.4M +$95.1K +2,575 +3%
CA
496
Crewe Advisors
Utah
$3.39M +$405K +10,965 +14%
EWM
497
Executive Wealth Management
Michigan
$3.38M -$1.59M -43,090 -33%
FNBT
498
FineMark National Bank & Trust
Florida
$3.38M +$761K +20,605 +30%
VCM
499
Vivaldi Capital Management
Illinois
$3.37M +$776K +21,015 +31%
LPT
500
Legacy Private Trust
Wisconsin
$3.35M -$220K -5,950 -6%

IJH Hedge Fund Activity: Q1 2019 in Review

1,285 of the 4,621 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 572 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.

  • 1,285 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2019, up from 1,266 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.