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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
VCM
576
Vivaldi Capital Management
Illinois
$2.44M -$1.01M -26,300 -30%
NNP
577
Nachman Norwood & Parrott
South Carolina
$2.42M -$9.01K -235 -0.4%
SNT
578
Security National Trust
West Virginia
$2.4M -$7.28K -190 -0.3%
PCMC
579
Private Capital Management (Colorado)
Colorado
$2.4M -$58.4K -1,525 -2%
QCM
580
Quest Capital Management
Texas
$2.4M -$70.5K -1,840 -3%
PR
581
Payden & Rygel
California
$2.4M +$1.01M +26,325 +75%
Invesco
582
Invesco
Georgia
$2.39M +$35.8K +935 +2%
TF
583
Trek Financial
Arizona
$2.39M -$736K -19,215 -24%
EB
584
Eastern Bank
Massachusetts
$2.38M -$116K -3,035 -5%
BWM
585
BigSur Wealth Management
Florida
$2.38M -$575K -15,000 -20%
AFG
586
Albion Financial Group
Utah
$2.35M -$72.8K -1,900 -3%
BFO
587
Boston Family Office
Massachusetts
$2.34M +$10.3K +270 +0.4%
Koshinski Asset Management
588
Koshinski Asset Management
Illinois
$2.34M -$445K -11,620 -16%
CAG
589
Crestwood Advisors Group
Massachusetts
$2.33M +$2.3M +60,100 New
BPCE
590
Bank Pictet & Cie (Europe)
Germany
$2.33M
CCG
591
Cypress Capital Group
Florida
$2.33M -$299K -7,790 -12%
MHS
592
M Holdings Securities
Oregon
$2.31M +$29.7K +775 +1%
MWP
593
Moller Wealth Partners
$2.28M
SGK
594
Steigerwald Gordon & Koch
Virginia
$2.28M -$84.3K -2,200 -4%
HPWM
595
Highland Private Wealth Management
Washington
$2.27M -$32.6K -850 -1%
BIM
596
Bridgecreek Investment Management
Oklahoma
$2.26M -$47.9K -1,250 -2%
FCI
597
Financial Counselors Inc
Kansas
$2.26M +$105K +2,735 +5%
CCMG
598
Clark Capital Management Group
Pennsylvania
$2.25M -$1.59M -41,610 -42%
RSWM
599
Robertson Stephens Wealth Management
California
$2.25M +$161K +4,205 +8%
OWD
600
Osborn Williams & Donohoe
Ohio
$2.25M -$15.1K -395 -0.7%

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.