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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
BNP Paribas Financial Markets
501
BNP Paribas Financial Markets
France
$3.3M
ST
502
Sabal Trust
Florida
$3.3M +$268K +7,000 +9%
AWA
503
Arete Wealth Advisors
Illinois
$3.29M -$206K -5,380 -6%
EWA
504
Exencial Wealth Advisors
Oklahoma
$3.29M -$1.34K -35 -0%
EIP
505
Ellis Investment Partners
Pennsylvania
$3.29M +$232K +6,065 +8%
GVAG
506
Great Valley Advisor Group
Delaware
$3.28M +$9.01K +235 +0.3%
BFO
507
Biltmore Family Office
North Carolina
$3.27M -$135K -3,515 -4%
BWM
508
BerganKDV Wealth Management
Minnesota
$3.24M +$49.2K +1,285 +2%
CPSAC
509
Chas P. Smith & Associates (CPS)
Florida
$3.23M +$94.3K +2,460 +3%
RIA
510
Regal Investment Advisors
Michigan
$3.23M -$272K -7,110 -8%
PI
511
Parkside Investments
Illinois
$3.2M +$1.17M +30,565 +59%
RT
512
Rockland Trust
Massachusetts
$3.15M +$1.62M +42,170 +108%
FAM
513
Foresters Asset Management
Ontario, Canada
$3.15M -$57.5K -1,500 -2%
PG
514
Patten Group
Tennessee
$3.15M +$69.9K +1,825 +2%
PCM
515
Parsons Capital Management
Rhode Island
$3.12M -$76.7K -2,000 -2%
SWM
516
SVA Wealth Management
Wisconsin
$3.12M +$44.1K +1,150 +1%
AW
517
ACG Wealth
Georgia
$3.09M +$363K +9,475 +14%
PMFA
518
Plante Moran Financial Advisors
Michigan
$3.06M -$28K -730 -0.9%
PCG
519
Private Capital Group
Connecticut
$3.06M +$277K +7,220 +10%
CTC
520
Central Trust Company
Missouri
$3.06M +$193K +5,030 +7%
DI
521
DAGCO Inc
Ohio
$3.02M -$6.71K -175 -0.2%
FTUS
522
Flow Traders U.S.
New York
$3.01M +$2.97M +77,415 New
NEPWA
523
New England Private Wealth Advisors
Massachusetts
$3M -$326K -8,500 -10%
AIP
524
Ahrens Investment Partners
Louisiana
$2.98M -$1.47M -38,380 -33%
PCM
525
Perritt Capital Management
Illinois
$2.97M -$73.6K -1,920 -2%

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.