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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
TPWA
526
TRUE Private Wealth Advisors
Oregon
$2.95M +$935K +24,400 +47%
IP
527
Investment Partners
Ohio
$2.95M -$20.7K -540 -0.7%
Cerity Partners
528
Cerity Partners
New York
$2.95M +$867K +22,615 +42%
BHIA
529
Birch Hill Investment Advisors
Massachusetts
$2.95M +$124K +3,245 +4%
SFP
530
Shepherd Financial Partners
Massachusetts
$2.94M -$74.4K -1,940 -2%
UBG
531
United Bank (Georgia)
Georgia
$2.94M +$106K +2,760 +4%
GIA
532
Gladstone Institutional Advisory
Florida
$2.94M +$1.31M +34,075 +82%
SIAP
533
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.93M -$150K -3,915 -8%
WB
534
WesBanco Bank
West Virginia
$2.92M +$22K +575 +0.8%
SFA
535
Sequoia Financial Advisors
Ohio
$2.91M +$366K +9,550 +15%
MGIA
536
Moneta Group Investment Advisors
Missouri
$2.9M +$4.6K +120 +0.2%
CBN
537
Cadence Bank NA
Texas
$2.9M +$81.4K +2,125 +3%
FTC
538
Farmers Trust Company
Ohio
$2.89M -$7.86K -205 -0.3%
KWM
539
Kingsview Wealth Management
Oregon
$2.85M -$125K -3,260 -4%
ECM
540
Exchange Capital Management
Michigan
$2.84M +$83K +2,165 +3%
SAS
541
Stelac Advisory Services
New York
$2.82M -$2.28M -59,585 -45%
LWAC
542
Laurel Wealth Advisors (California)
California
$2.81M +$175K +4,575 +7%
FM
543
Family Management
New York
$2.79M -$438K -11,440 -14%
DC
544
Davenport & Co
Virginia
$2.78M +$16.1K +420 +0.6%
KLI
545
Kelman-Lazarov Inc
Tennessee
$2.75M +$149K +3,885 +6%
PFA
546
Pure Financial Advisors
California
$2.73M +$125K +3,265 +5%
SBLIC
547
Security Benefit Life Insurance Company
Kansas
$2.72M -$192K -5,000 -7%
FBA
548
Front Barnett Associates
Illinois
$2.72M +$73.8K +1,925 +3%
SXL
549
Summit X LLC
Missouri
$2.65M -$8.81K -230 -0.3%
UF
550
Univest Financial
Pennsylvania
$2.64M +$35.1K +915 +1%

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.