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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
RPGK
576
Retirement Planning Group (Kansas)
Kansas
$1.68M -$57K -1,490 -3%
CAW
577
Cornerstone Advisors (Washington)
Washington
$1.68M +$5.74K +150 +0.3%
FWP
578
FAS Wealth Partners
Kansas
$1.65M +$13.6K +355 +0.8%
CT
579
Cambridge Trust
Massachusetts
$1.64M -$50.7K -1,325 -3%
AW
580
ACG Wealth
Georgia
$1.63M +$33.7K +880 +2%
MCM
581
Manchester Capital Management
Vermont
$1.61M -$19.9K -520 -1%
WF
582
Welch & Forbes
Massachusetts
$1.61M -$13.4K -350 -0.8%
CBB
583
Citizens Business Bank
California
$1.59M -$19.8M -516,330 -92%
BBA
584
Braun-Bostich & Associates
Pennsylvania
$1.58M -$80.5K -2,105 -5%
ACM
585
Aviance Capital Management
Florida
$1.57M -$711K -18,575 -31%
CIC
586
Carnegie Investment Counsel
Ohio
$1.56M -$15.5K -405 -1%
MC
587
Moors & Cabot
Massachusetts
$1.56M +$64.3K +1,680 +4%
SWM
588
Shakespeare Wealth Management
Wisconsin
$1.54M -$66.2K -1,730 -4%
FMW
589
Farr Miller & Washington
District of Columbia
$1.52M +$118K +3,095 +8%
MMHP
590
Murphy Middleton Hinkle & Parker
Georgia
$1.52M -$30K -785 -2%
FHA
591
Flagship Harbor Advisors
Massachusetts
$1.51M +$7.84K +205 +0.5%
RC
592
RegentAtlantic Capital
New Jersey
$1.51M
VIM
593
Vista Investment Management
Pennsylvania
$1.5M -$219K -5,735 -13%
AllianceBernstein
594
AllianceBernstein
Tennessee
$1.49M +$182K +4,745 +14%
BUB
595
BBVA USA Bancshares
Texas
$1.48M -$200K -5,220 -12%
HCA
596
Heck Capital Advisors
Wisconsin
$1.48M +$45.3K +1,185 +3%
WAM
597
Weatherly Asset Management
California
$1.48M -$58.3K -1,525 -4%
SIAS
598
Shine Investment Advisory Services
Colorado
$1.48M +$1.34K +35 +0.1%
FCI
599
Financial Counselors Inc
Kansas
$1.47M -$1.54M -40,385 -51%
FA
600
FC Advisory
Pennsylvania
$1.47M +$4.02K +105 +0.3%

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.