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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
CCM
526
Condor Capital Management
New Jersey
$2.06M -$71K -1,855 -3%
WB
527
WesBanco Bank
West Virginia
$2.05M +$105K +2,740 +5%
RT
528
Rockland Trust
Massachusetts
$2.04M +$749K +19,570 +56%
SCM
529
Sterling Capital Management
North Carolina
$2.03M -$362K -9,470 -15%
FMBTD
530
First Midwest Bank Trust Division
Illinois
$2.02M -$83.4K -2,180 -4%
EFS
531
Essex Financial Services
Connecticut
$2.02M +$1.52M +39,805 +283%
LFA
532
Legacy Financial Advisors
Kentucky
$2.02M -$76.3K -1,995 -4%
Members Trust
533
Members Trust
Florida
$2.02M +$132K +3,440 +7%
DC
534
Davenport & Co
Virginia
$2.02M -$34.6K -905 -2%
BRWA
535
B. Riley Wealth Advisors
Florida
$2.01M -$362K -9,465 -15%
Koshinski Asset Management
536
Koshinski Asset Management
Illinois
$1.99M -$68.9K -1,800 -3%
LCOV
537
London Company of Virginia
Virginia
$1.99M +$45.3K +1,185 +2%
BFG
538
Beacon Financial Group
Texas
$1.99M +$672K +17,555 +49%
EA
539
Edge Advisors
Georgia
$1.99M -$130K -3,410 -6%
FBC
540
Fairfield, Bush & Co
Connecticut
$1.98M
JG
541
Jefferies Group
New York
$1.98M +$325K +8,485 +19%
MA
542
MCF Advisors
Kentucky
$1.97M +$496K +12,955 +33%
HCC
543
Hirtle Callaghan & Co
Pennsylvania
$1.96M -$510K -13,330 -20%
WA
544
WealthTrust-Arizona
Arizona
$1.95M -$196K -5,130 -9%
CCT
545
Capital City Trust
Florida
$1.94M
BCWM
546
Blue Chip Wealth Management
Florida
$1.94M +$1.98M +51,635 New
MOACM
547
Mutual of America Capital Management
New York
$1.93M +$1.14M +29,915 +139%
PA
548
Pinnacle Associates
New York
$1.93M +$54.3K +1,420 +3%
CL
549
Choreo LLC
Illinois
$1.92M +$47.6K +1,245 +2%
BCMO
550
Buckingham Capital Management (Ohio)
Ohio
$1.91M +$23K +600 +1%

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.