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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
HCC
551
Hirtle Callaghan & Co
Pennsylvania
$2.03M
Koshinski Asset Management
552
Koshinski Asset Management
Illinois
$2.02M -$44.6K -1,155 -2%
CCT
553
Capital City Trust
Florida
$2.02M
WA
554
WealthTrust-Arizona
Arizona
$2.02M -$14.1K -365 -0.7%
HWA
555
Heritage Way Advisors
Illinois
$2.01M +$169K +4,385 +9%
WS
556
Wedbush Securities
California
$1.95M +$154K +3,990 +9%
JG
557
Jefferies Group
New York
$1.94M -$112K -2,900 -6%
FMW
558
Farr Miller & Washington
District of Columbia
$1.94M +$355K +9,190 +23%
CL
559
Choreo LLC
Illinois
$1.93M -$69K -1,785 -3%
CPP
560
Crow Point Partners
Massachusetts
$1.92M -$602K -15,580 -24%
1WA
561
180 Wealth Advisors
Washington
$1.9M +$1M +25,895 +114%
GC
562
Gilbert & Cook
Iowa
$1.88M -$13.5K -350 -0.7%
MA
563
Mutual Advisors
Nebraska
$1.88M +$546K +14,145 +42%
TFF
564
The Family Firm
Maryland
$1.87M +$19.3K +500 +1%
KIA
565
KCM Investment Advisors
California
$1.86M +$8.3K +215 +0.5%
FLA
566
Financial Life Advisors
Texas
$1.84M +$536K +13,870 +42%
GTAM
567
Global Trust Asset Management
Florida
$1.83M -$21.2K -550 -1%
MMHP
568
Murphy Middleton Hinkle & Parker
Georgia
$1.8M +$223K +5,760 +14%
CF
569
Centaurus Financial
California
$1.8M +$1.13M +29,330 +173%
HS
570
Horan Securities
United States
$1.79M -$56K -1,450 -3%
1IA
571
1834 Investment Advisors
Wisconsin
$1.79M -$33.2K -860 -2%
KL
572
KWMG LLC
Kansas
$1.79M -$29K -750 -2%
AW
573
ACG Wealth
Georgia
$1.79M +$96.8K +2,505 +6%
FCI
574
Financial Counselors Inc
Kansas
$1.79M +$257K +6,650 +17%
SHJ
575
Sharkey, Howes & Javer
Colorado
$1.77M -$62.2K -1,610 -3%

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.