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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
CAM
526
Concorde Asset Management
Michigan
$2.23M +$276K +7,135 +14%
BRWA
527
B. Riley Wealth Advisors
Florida
$2.2M +$115K +2,970 +6%
DC
528
Davenport & Co
Virginia
$2.2M +$106K +2,745 +5%
OWD
529
Osborn Williams & Donohoe
Ohio
$2.19M
RT
530
Rockland Trust
Massachusetts
$2.17M +$55.4K +1,435 +3%
AIA
531
Arcadia Investment Advisors
Idaho
$2.17M -$48.5K -1,255 -2%
PA
532
Pinnacle Associates
New York
$2.17M +$163K +4,225 +8%
FMBTD
533
First Midwest Bank Trust Division
Illinois
$2.17M +$65.3K +1,690 +3%
MOACM
534
Mutual of America Capital Management
New York
$2.14M +$135K +3,500 +7%
SCM
535
Sterling Capital Management
North Carolina
$2.12M +$13.1K +340 +0.6%
SIA
536
Starfire Investment Advisers
Michigan
$2.12M -$17.8K -460 -0.8%
APA
537
American Portfolios Advisors
New York
$2.12M +$236K +6,105 +13%
BCWM
538
Blue Chip Wealth Management
Florida
$2.1M +$88.8K +2,300 +4%
EWM
539
Evercore Wealth Management
New York
$2.09M +$217K +5,620 +12%
BCMO
540
Buckingham Capital Management (Ohio)
Ohio
$2.08M +$96.6K +2,500 +5%
WB
541
Wilks Brothers
Texas
$2.07M +$2.06M +53,250 New
EA
542
Edge Advisors
Georgia
$2.07M
LWAC
543
Laurel Wealth Advisors (California)
California
$2.06M +$149K +3,860 +8%
GW
544
GW & Wade
Massachusetts
$2.06M +$181K +4,695 +10%
STMM
545
South Texas Money Management
Texas
$2.06M +$119K +3,085 +6%
FBC
546
Fairfield, Bush & Co
Connecticut
$2.06M
FPS
547
Fieldpoint Private Securities
Connecticut
$2.06M +$982K +25,425 +93%
RIA
548
Regal Investment Advisors
Michigan
$2.05M -$3.93M -101,640 -66%
CCM
549
Condor Capital Management
New Jersey
$2.05M -$88.8K -2,300 -4%
BFG
550
Beacon Financial Group
Texas
$2.03M -$38.2K -990 -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.