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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
CPA
476
Clear Perspective Advisors
Illinois
$3.65M +$56K +1,460 +2%
CWM
477
CCG Wealth Management
California
$3.65M +$227K +5,935 +7%
JIP
478
Jaffetilchin Investment Partners
Florida
$3.64M +$323K +8,420 +10%
SP
479
SWS Partners
Ohio
$3.62M +$3.57M +93,245 New
CFS
480
CRA Financial Services
New Jersey
$3.61M +$30.3K +790 +0.9%
PAM
481
Private Asset Management
California
$3.61M +$221K +5,775 +7%
BJL
482
Brighton Jones LLC
Washington
$3.6M -$1.02M -26,740 -22%
SAM
483
Securian Asset Management
Minnesota
$3.53M
AC
484
Alexandria Capital
Virginia
$3.52M -$4.02K -105 -0.1%
PAG
485
Pinnacle Advisory Group
Maryland
$3.5M -$13.6K -355 -0.4%
FFG
486
Ford Financial Group
California
$3.5M -$37.6K -980 -1%
SHIM
487
Stone House Investment Management
Pennsylvania
$3.49M +$1.46M +37,970 +73%
CCM
488
Canal Capital Management
Virginia
$3.48M +$58.1K +1,515 +2%
LPT
489
Legacy Private Trust
Wisconsin
$3.48M +$42.7K +1,115 +1%
VWM
490
Valley Wealth Managers
New Jersey
$3.44M -$286K -7,475 -8%
Millennium Management
491
Millennium Management
New York
$3.41M -$6.88M -179,455 -67%
PFM
492
Parsec Financial Management
North Carolina
$3.4M +$420K +10,950 +14%
FAIM
493
Financial Advocates Investment Management
Washington
$3.39M -$255K -6,655 -7%
RPC
494
Rossmore Private Capital
Connecticut
$3.36M -$1.15K -30 -0%
OIA
495
OneDigital Investment Advisors
Kansas
$3.35M +$1.08M +28,235 +49%
GA
496
GFS Advisors
Texas
$3.35M +$92.7K +2,420 +3%
MA
497
Montag & Associates
Georgia
$3.34M +$8.81K +230 +0.3%
NEGWA
498
New England Guild Wealth Advisors
Connecticut
$3.34M -$248K -6,460 -7%
APA
499
American Portfolios Advisors
New York
$3.33M +$167K +4,345 +5%
SCG
500
Sonata Capital Group
Washington
$3.32M -$1.25M -32,510 -28%

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.