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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
VIM
601
Vista Investment Management
Pennsylvania
$1.55M -$6.76K -175 -0.4%
AllianceBernstein
602
AllianceBernstein
Tennessee
$1.54M -$5.41K -140 -0.4%
FA
603
FC Advisory
Pennsylvania
$1.54M +$12.4K +320 +0.8%
MC
604
Moors & Cabot
Massachusetts
$1.5M -$126K -3,250 -8%
ED
605
Exane Derivatives
France
$1.5M +$1.49M +38,500 +770,000%
ACM
606
Aviance Capital Management
Florida
$1.49M -$140K -3,635 -9%
BS
607
Banco Santander
Spain
$1.48M +$1.93K +50 +0.1%
SWM
608
Sequoia Wealth Management
Illinois
$1.48M +$896K +23,195 +72%
FANJ
609
Financial Architects (New Jersey)
New Jersey
$1.48M -$46.5K -1,205 -3%
WA
610
Waverly Advisors
Alabama
$1.48M +$174K +4,500 +13%
FFSOTS
611
Fiduciary Financial Services of The Southwest
Texas
$1.47M -$14.5K -375 -1%
SBA
612
Secrest Blakey & Associates
North Carolina
$1.47M +$9.08K +235 +0.6%
CIA
613
Choate Investment Advisors
Massachusetts
$1.45M +$689K +17,845 +92%
WAM
614
Weatherly Asset Management
California
$1.45M -$88.1K -2,280 -6%
ACM
615
Azimuth Capital Management
Michigan
$1.44M
SF
616
Synovus Financial
Georgia
$1.43M +$44.8K +1,160 +3%
OPA
617
Old Port Advisors
Maine
$1.42M +$1.41M +36,380 New
GIA
618
Granite Investment Advisors
New Hampshire
$1.41M -$16.4K -425 -1%
PA
619
Parallel Advisors
California
$1.4M -$4.53M -117,185 -77%
F
620
F3Logic
Minnesota
$1.39M -$82.3K -2,130 -6%
LCOV
621
London Company of Virginia
Virginia
$1.39M -$676K -17,505 -33%
BFO
622
Boston Family Office
Massachusetts
$1.39M +$17.8K +460 +1%
BCM
623
Brasada Capital Management
Texas
$1.38M -$77.6K -2,010 -5%
HCA
624
Harbour Capital Advisors
Virginia
$1.37M -$42.5K -1,100 -3%
MWM
625
Merriman Wealth Management
Washington
$1.36M -$471K -12,200 -26%

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.