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iShares Core S&P Mid-Cap ETF

1,285 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 572 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,216% more call options, than puts

Call options by funds: $168M | Put options by funds: $3.9M

56% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 64

23% more repeat investments, than reductions

Existing positions increased: 572 | Existing positions reduced: 464

15% more capital invested

Capital invested by funds: $29.1B → $33.5B (+$4.38B)

2% more funds holding

Funds holding: 1,2661,285 (+19)

1% more funds holding in top 10

Funds holding in top 10: 250253 (+3)

2.2% less ownership

Funds ownership: 347.59%345.39% (-2.2%)

Holders
1,285
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
572
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
551
Private Capital Group
Connecticut
$2.69M -$58.7K -1,590 -2%
AW
552
ACG Wealth
Georgia
$2.66M +$669K +18,105 +35%
EWM
553
Evercore Wealth Management
New York
$2.65M +$973K +26,340 +61%
BRWA
554
B. Riley Wealth Advisors
Florida
$2.64M +$296K +8,025 +13%
SXL
555
Summit X LLC
Missouri
$2.6M -$154K -4,160 -6%
FBA
556
Front Barnett Associates
Illinois
$2.58M +$29.5K +800 +1%
GFP
557
Gryphon Financial Partners
Ohio
$2.57M -$1.12M -30,315 -31%
SIM
558
Stratos Investment Management
Ohio
$2.57M +$2.51M +67,860 New
LWAC
559
Laurel Wealth Advisors (California)
California
$2.57M -$13.7K -370 -0.5%
CCG
560
Cypress Capital Group
Florida
$2.56M -$424K -11,490 -15%
BFM
561
Broadview Financial Management
Wisconsin
$2.56M -$9.42K -255 -0.4%
GP
562
Girard Partners
Pennsylvania
$2.55M -$50.2K -1,360 -2%
UF
563
Univest Financial
Pennsylvania
$2.54M -$51.1K -1,385 -2%
KLI
564
Kelman-Lazarov Inc
Tennessee
$2.54M +$1.25M +33,880 +102%
PFA
565
Pure Financial Advisors
California
$2.54M -$74.8K -2,025 -3%
LC
566
LCNB Corp
Ohio
$2.51M +$73.5K +1,990 +3%
UBV
567
United Bank (Virginia)
Virginia
$2.5M -$4.16M -112,680 -63%
CRC
568
Curi RMB Capital
Illinois
$2.48M +$271K +7,345 +13%
SFA
569
Sequoia Financial Advisors
Ohio
$2.47M +$205K +5,555 +9%
CCM
570
Colorado Capital Management
Colorado
$2.47M -$53.5K -1,450 -2%
MAS
571
Madden Advisory Services
Florida
$2.44M
EB
572
Eastern Bank
Massachusetts
$2.43M -$73.9K -2,000 -3%
FIM
573
Fernwood Investment Management
Massachusetts
$2.42M -$40.4K -1,095 -2%
PCMC
574
Private Capital Management (Colorado)
Colorado
$2.42M -$21.2K -575 -0.9%
GC
575
Guggenheim Capital
Illinois
$2.41M +$153K +4,140 +7%

IJH Hedge Fund Activity: Q1 2019 in Review

1,285 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2019, worth a combined $33.5B — up 15% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IJH positions and 64 closed out — a net gain of 36 holders — while 572 added to existing stakes and 464 trimmed.

The largest buyer was Schroders, opening a new position worth an estimated $187M. The largest seller was Ameriprise, cutting an estimated $232M.

  • 1,285 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2019, up from 1,266 in Q4 2018.
  • Funds reported $33.5B of iShares Core S&P Mid-Cap ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 100 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2019 and 64 closed out, a net change of +36 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2019 was Schroders, an estimated $187M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2019 was Ameriprise, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2019.