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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
BHIA
501
Birch Hill Investment Advisors
Massachusetts
$2.54M +$246K +6,370 +11%
FBA
502
Front Barnett Associates
Illinois
$2.51M -$65.9K -1,705 -3%
MAS
503
Madden Advisory Services
Florida
$2.51M
PGA
504
Portland Global Advisors
Maine
$2.51M -$52.1K -1,350 -2%
FNBT
505
FineMark National Bank & Trust
Florida
$2.5M +$91K +2,355 +4%
LFA
506
Legacy Financial Advisors
Kentucky
$2.47M +$323K +8,365 +16%
SWM
507
SVA Wealth Management
Wisconsin
$2.47M +$226K +5,855 +10%
AFG
508
Albion Financial Group
Utah
$2.44M -$573K -14,830 -19%
GP
509
Geneva Partners
Wisconsin
$2.42M -$58.5K -1,515 -2%
UBG
510
United Bank (Georgia)
Georgia
$2.42M +$95.6K +2,475 +4%
AC
511
Alley Company
Illinois
$2.4M -$1.74K -45 -0.1%
HT
512
Hefren-Tillotson
Pennsylvania
$2.39M -$1.35K -35 -0.1%
SNT
513
Security National Trust
West Virginia
$2.35M -$50.4K -1,305 -2%
BIM
514
Bridgecreek Investment Management
Oklahoma
$2.35M -$13.5K -350 -0.6%
Cerity Partners
515
Cerity Partners
New York
$2.33M -$164K -4,235 -7%
SFA
516
Sequoia Financial Advisors
Ohio
$2.32M -$11.6K -300 -0.5%
MWP
517
Moller Wealth Partners
$2.3M
PCMK
518
Paragon Capital Management (Kansas)
Kansas
$2.3M +$4.64M +120,205 +686%
SEI Investments
519
SEI Investments
Pennsylvania
$2.3M +$862K +22,320 +61%
BFM
520
Broadview Financial Management
Wisconsin
$2.29M -$130K -3,365 -5%
HPWM
521
Highland Private Wealth Management
Washington
$2.29M +$2.27M +58,825 New
Invesco
522
Invesco
Georgia
$2.27M -$51.6K -1,335 -2%
WB
523
WesBanco Bank
West Virginia
$2.25M +$121K +3,125 +6%
MA
524
MCF Advisors
Kentucky
$2.24M +$193K +5,005 +10%
CRC
525
Curi RMB Capital
Illinois
$2.23M +$53.3K +1,380 +2%

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.