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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
Neuberger Berman Group
551
Neuberger Berman Group
New York
$1.91M -$123K -3,220 -6%
Calamos Advisors
552
Calamos Advisors
Illinois
$1.89M +$321K +8,390 +20%
CAM
553
Concorde Asset Management
Michigan
$1.88M +$425K +11,100 +28%
STMM
554
South Texas Money Management
Texas
$1.87M +$67.1K +1,755 +4%
LWAC
555
Laurel Wealth Advisors (California)
California
$1.84M +$164K +4,300 +10%
GC
556
Gilbert & Cook
Iowa
$1.82M -$227K -5,935 -11%
FHC
557
First Heartland Consultants
Missouri
$1.82M +$958K +25,035 +107%
GW
558
GW & Wade
Massachusetts
$1.81M +$1.85M +48,290 New
APA
559
American Portfolios Advisors
New York
$1.81M +$34.2K +895 +2%
EWM
560
Evercore Wealth Management
New York
$1.8M -$97K -2,535 -5%
TFF
561
The Family Firm
Maryland
$1.78M -$27.5K -720 -1%
KIA
562
KCM Investment Advisors
California
$1.78M +$4.4K +115 +0.2%
GTAM
563
Global Trust Asset Management
Florida
$1.78M +$9.75K +255 +0.5%
CA
564
Continuum Advisory
Idaho
$1.78M -$560K -14,645 -24%
MWM
565
Merriman Wealth Management
Washington
$1.77M +$1.81M +47,200 New
HWA
566
Heritage Way Advisors
Illinois
$1.77M +$5.55K +145 +0.3%
SHJ
567
Sharkey, Howes & Javer
Colorado
$1.77M +$1.15K +30 +0.1%
1IA
568
1834 Investment Advisors
Wisconsin
$1.76M -$19.7K -515 -1%
KL
569
KWMG LLC
Kansas
$1.75M +$1.07M +28,055 +151%
HS
570
Horan Securities
United States
$1.75M +$75.9K +1,985 +4%
WS
571
Wedbush Securities
California
$1.73M -$41.9K -1,095 -2%
DE
572
Day & Ennis
Georgia
$1.7M -$41.7K -1,090 -2%
ACM
573
AUA Capital Management
Pennsylvania
$1.7M -$911K -23,815 -34%
CC
574
Claybrook Capital
Massachusetts
$1.69M
ECM
575
Exchange Capital Management
Michigan
$1.68M -$791K -20,685 -32%

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.