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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
FANJ
601
Financial Architects (New Jersey)
New Jersey
$1.47M -$14.2K -370 -0.9%
CCA
602
Clearwater Capital Advisors
Illinois
$1.46M +$193K +5,035 +15%
FFS
603
Founders Financial Securities
Maryland
$1.46M +$29.1K +760 +2%
HI
604
Horizon Investments
North Carolina
$1.46M +$29.1K +760 +2%
ATC
605
Argent Trust Co
Tennessee
$1.45M +$540K +14,115 +58%
RPG
606
Risk Paradigm Group
Texas
$1.44M +$15.1K +395 +1%
FFSOTS
607
Fiduciary Financial Services of The Southwest
Texas
$1.43M -$16.3K -425 -1%
BS
608
Banco Santander
Spain
$1.43M +$1.46M +38,150 New
F
609
F3Logic
Minnesota
$1.42M +$1.44M +37,765 New
BCM
610
Brasada Capital Management
Texas
$1.41M +$1.4M +36,540 +3,654%
SBA
611
Secrest Blakey & Associates
North Carolina
$1.4M -$4.4K -115 -0.3%
ACM
612
Azimuth Capital Management
Michigan
$1.39M -$47.2K -1,235 -3%
SHWM
613
Smith & Howard Wealth Management
Georgia
$1.38M -$7.08K -185 -0.5%
BJL
614
Brighton Jones LLC
Washington
$1.38M -$300K -7,850 -18%
SEI Investments
615
SEI Investments
Pennsylvania
$1.38M -$269K -7,030 -16%
GIA
616
Granite Investment Advisors
New Hampshire
$1.37M +$284K +7,430 +25%
HCA
617
Harbour Capital Advisors
Virginia
$1.36M -$73.1K -1,910 -5%
SF
618
Synovus Financial
Georgia
$1.33M -$6.31K -165 -0.5%
CNBT
619
Canandaigua National Bank & Trust
New York
$1.33M +$114K +2,980 +9%
PWA
620
Peterson Wealth Advisors
Utah
$1.32M -$47.2K -1,235 -3%
BFO
621
Boston Family Office
Massachusetts
$1.32M +$29.6K +775 +2%
ST
622
Somerset Trust
Pennsylvania
$1.31M +$1.91K +50 +0.1%
JAFL
623
Jay A. Fishman Ltd
Michigan
$1.29M +$7.65K +200 +0.6%
MA
624
Mutual Advisors
Nebraska
$1.28M +$344K +9,005 +36%
RCA
625
Rowland Carmichael Advisors
Arizona
$1.27M -$69.4K -1,815 -5%

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.