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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
FLA
551
Financial Life Advisors
Texas
$2.62M +$191K +4,990 +8%
MOS
552
MGO One Seven
Ohio
$2.62M +$147K +3,845 +6%
BFM
553
Broadview Financial Management
Wisconsin
$2.59M -$38.5K -1,005 -1%
NCM
554
Next Capital Management
New York
$2.58M +$114K +2,965 +5%
WI
555
WrapManager Inc
California
$2.57M -$231K -6,030 -8%
LC
556
LCNB Corp
Ohio
$2.56M -$14.4K -375 -0.6%
DFA
557
Delta Financial Advisors
Louisiana
$2.56M +$2.52M +65,765 New
MOACM
558
Mutual of America Capital Management
New York
$2.55M +$529K +13,805 +27%
UBV
559
United Bank (Virginia)
Virginia
$2.52M -$41.6K -1,085 -2%
CCM
560
Colorado Capital Management
Colorado
$2.51M -$23.8K -620 -0.9%
GFP
561
Gryphon Financial Partners
Ohio
$2.51M -$126K -3,275 -5%
MAS
562
Madden Advisory Services
Florida
$2.5M -$5.17K -135 -0.2%
IWP
563
Icon Wealth Partners
Texas
$2.5M +$543K +14,160 +28%
GP
564
Girard Partners
Pennsylvania
$2.49M -$124K -3,225 -5%
FTI
565
Fiduciary Trust International
Massachusetts
$2.49M +$2.46M +64,145 New
CRC
566
Curi RMB Capital
Illinois
$2.48M -$69.4K -1,810 -3%
FNBOO
567
First National Bank of Omaha
Nebraska
$2.48M +$681K +17,780 +39%
BFG
568
Beacon Financial Group
Texas
$2.48M -$44.3K -1,155 -2%
FIM
569
Fernwood Investment Management
Massachusetts
$2.47M -$5.75K -150 -0.2%
GC
570
Guggenheim Capital
Illinois
$2.47M
LF
571
Lantz Financial
Illinois
$2.47M +$1.92K +50 +0.1%
BCMO
572
Buckingham Capital Management (Ohio)
Ohio
$2.47M +$60.6K +1,580 +3%
PA
573
Pinnacle Associates
New York
$2.47M -$3.45K -90 -0.1%
CB
574
Chemical Bank
Michigan
$2.46M +$23.6K +615 +1%
Deutsche Bank
575
Deutsche Bank
Germany
$2.45M +$26.8K +700 +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.