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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
BFM
501
Broadview Financial Management
Wisconsin
$2.33M +$23.9K +625 +1%
CPSAC
502
Chas P. Smith & Associates (CPS)
Florida
$2.33M +$40.4K +1,055 +2%
CCT
503
Country Club Trust
Missouri
$2.33M +$2.37M +62,010 New
FNBT
504
FineMark National Bank & Trust
Florida
$2.32M -$142K -3,710 -6%
SNT
505
Security National Trust
West Virginia
$2.32M -$7.08K -185 -0.3%
AC
506
Alley Company
Illinois
$2.31M +$48.8K +1,275 +2%
HT
507
Hefren-Tillotson
Pennsylvania
$2.3M +$97.4K +2,545 +4%
AWA
508
Arete Wealth Advisors
Illinois
$2.29M +$178K +4,645 +8%
BIM
509
Bridgecreek Investment Management
Oklahoma
$2.27M
PFM
510
Parsec Financial Management
North Carolina
$2.25M -$1.34K -35 -0.1%
SFA
511
Sequoia Financial Advisors
Ohio
$2.24M +$117K +3,060 +5%
UBG
512
United Bank (Georgia)
Georgia
$2.24M +$90.7K +2,370 +4%
Invesco
513
Invesco
Georgia
$2.24M -$54.9K -1,435 -2%
MWP
514
Moller Wealth Partners
$2.22M
BHIA
515
Birch Hill Investment Advisors
Massachusetts
$2.21M +$230K +6,015 +11%
AIA
516
Arcadia Investment Advisors
Idaho
$2.13M -$188K -4,920 -8%
SP
517
SWS Partners
Ohio
$2.12M +$372K +9,735 +20%
OWD
518
Osborn Williams & Donohoe
Ohio
$2.11M -$62K -1,620 -3%
IWP
519
Icon Wealth Partners
Texas
$2.11M +$1.23M +32,155 +134%
CRC
520
Curi RMB Capital
Illinois
$2.1M -$1.15K -30 -0.1%
SPIA
521
Strategic Point Investment Advisors
Rhode Island
$2.09M +$684K +17,885 +47%
BG
522
Bahl & Gaynor
Ohio
$2.08M -$36.3K -950 -2%
CWM
523
Capital Wealth Management
Rhode Island
$2.08M +$415K +10,850 +24%
SIA
524
Starfire Investment Advisers
Michigan
$2.06M +$2.1M +54,930 New
SWM
525
SVA Wealth Management
Wisconsin
$2.06M -$219K -5,715 -9%

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.