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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
CCM
501
Canal Capital Management
Virginia
$3.34M -$262K -7,095 -7%
CWM
502
CCG Wealth Management
California
$3.33M -$113K -3,060 -3%
BFO
503
Biltmore Family Office
North Carolina
$3.32M +$155K +4,190 +5%
PAM
504
Private Asset Management
California
$3.3M +$28.4K +770 +0.9%
NDSI
505
Newman Dignan & Sheerar Inc
Rhode Island
$3.28M +$13.8K +375 +0.4%
RPC
506
Rossmore Private Capital
Connecticut
$3.27M +$1.48M +40,200 +87%
RT
507
Rockland Trust
Massachusetts
$3.26M -$1.6M -43,270 -53%
MA
508
Montag & Associates
Georgia
$3.25M +$96K +2,600 +3%
NEPWA
509
New England Private Wealth Advisors
Massachusetts
$3.25M -$802K -21,730 -20%
JIP
510
Jaffetilchin Investment Partners
Florida
$3.23M +$29.9K +810 +1%
BNP Paribas Financial Markets
511
BNP Paribas Financial Markets
France
$3.22M
EWA
512
Exencial Wealth Advisors
Oklahoma
$3.21M +$2.95K +80 +0.1%
GVAG
513
Great Valley Advisor Group
Delaware
$3.19M +$3.11M +84,195 New
GA
514
GFS Advisors
Texas
$3.17M -$303K -8,195 -9%
FM
515
Family Management
New York
$3.16M -$49.9K -1,350 -2%
SIAP
516
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.13M -$10.7K -290 -0.6%
FAM
517
Foresters Asset Management
Ontario, Canada
$3.12M -$73.9K -2,000 -2%
PCM
518
Parsons Capital Management
Rhode Island
$3.12M +$7.75K +210 +0.3%
BWM
519
BerganKDV Wealth Management
Minnesota
$3.11M -$60.9K -1,650 -2%
APA
520
American Portfolios Advisors
New York
$3.08M +$216K +5,840 +8%
CPSAC
521
Chas P. Smith & Associates (CPS)
Florida
$3.06M +$54.5K +1,475 +2%
TF
522
Trek Financial
Arizona
$3.06M +$1.98M +53,720 +199%
AAS
523
Avantax Advisory Services
Texas
$3.04M +$420K +11,360 +16%
SMC
524
Smith, Moore & Co
Missouri
$3.04M +$147K +3,970 +5%
PMFA
525
Plante Moran Financial Advisors
Michigan
$3.01M +$66.5K +1,800 +2%

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.