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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
ACM
576
AUA Capital Management
Pennsylvania
$1.76M
ECM
577
Exchange Capital Management
Michigan
$1.76M +$19.3K +500 +1%
FWP
578
FAS Wealth Partners
Kansas
$1.76M +$47.5K +1,230 +3%
Neuberger Berman Group
579
Neuberger Berman Group
New York
$1.76M -$217K -5,625 -11%
CCMD
580
Cypress Capital Management (Delaware)
Delaware
$1.76M +$602K +15,575 +53%
CC
581
Claybrook Capital
Massachusetts
$1.75M
CAW
582
Cornerstone Advisors (Washington)
Washington
$1.74M
PWS
583
Paragon Wealth Strategies
Florida
$1.73M -$6.35M -164,330 -79%
DE
584
Day & Ennis
Georgia
$1.73M -$35.2K -910 -2%
WF
585
Welch & Forbes
Massachusetts
$1.72M +$53.1K +1,375 +3%
CT
586
Cambridge Trust
Massachusetts
$1.7M
VFA
587
Valeo Financial Advisors
Indiana
$1.7M +$433K +11,220 +36%
CA
588
Continuum Advisory
Idaho
$1.67M -$180K -4,650 -10%
I
589
INVST
Indiana
$1.66M +$1.64M +42,570 New
MCM
590
Manchester Capital Management
Vermont
$1.65M -$20.3K -525 -1%
SIAS
591
Shine Investment Advisory Services
Colorado
$1.63M +$93.1K +2,410 +6%
FFS
592
Founders Financial Securities
Maryland
$1.63M +$116K +2,995 +8%
HI
593
Horizon Investments
North Carolina
$1.63M +$116K +2,995 +8%
RPGK
594
Retirement Planning Group (Kansas)
Kansas
$1.6M -$140K -3,620 -8%
SWM
595
Shakespeare Wealth Management
Wisconsin
$1.6M -$2.32K -60 -0.1%
AF
596
Advisornet Financial
Minnesota
$1.59M +$791K +20,470 +101%
HCA
597
Heck Capital Advisors
Wisconsin
$1.58M +$43.5K +1,125 +3%
RA
598
RFG Advisory
Alabama
$1.58M +$525K +13,600 +51%
CCA
599
Clearwater Capital Advisors
Illinois
$1.57M +$60.1K +1,555 +4%
CIC
600
Carnegie Investment Counsel
Ohio
$1.56M -$56.8K -1,470 -4%

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.