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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
AC
601
Alley Company
Illinois
$2.22M -$33.9K -885 -2%
IMC Chicago
602
IMC Chicago
Illinois
$2.21M +$2.18M +56,850 New
LCOV
603
London Company of Virginia
Virginia
$2.2M +$1.12M +29,340 +108%
STMM
604
South Texas Money Management
Texas
$2.19M +$40.6K +1,060 +2%
AIC
605
Ameritas Investment Company
Nebraska
$2.18M -$12.4M -322,900 -85%
EWM
606
Executive Wealth Management
Michigan
$2.18M -$1.28M -33,270 -37%
MYIA
607
Mount Yale Investment Advisors
Colorado
$2.16M -$46.8K -1,220 -2%
DSAM
608
Dock Street Asset Management
Florida
$2.15M -$1.42M -37,085 -40%
First Trust Advisors
609
First Trust Advisors
Illinois
$2.14M -$2.01M -52,445 -49%
JG
610
Jefferies Group
New York
$2.14M -$309K -8,065 -13%
HWA
611
Heritage Way Advisors
Illinois
$2.12M -$13.6K -355 -0.6%
SIAS
612
Shine Investment Advisory Services
Colorado
$2.11M +$1.92K +50 +0.1%
GPWA
613
Great Point Wealth Advisors
Massachusetts
$2.08M
NB
614
NBT Bank
New York
$2.08M -$3.45K -90 -0.2%
SHGA
615
Sand Hill Global Advisors
California
$2.06M -$29.3M -764,145 -93%
FC
616
Financial Consulate
Maryland
$2.05M +$127K +3,310 +7%
AIA
617
Arcadia Investment Advisors
Idaho
$2.03M -$52.9K -1,380 -3%
CWM
618
Campbell Wealth Management
Virginia
$1.99M +$99.6K +2,600 +5%
TC
619
TownSquare Capital
Utah
$1.98M +$225K +5,870 +13%
VFA
620
Valeo Financial Advisors
Indiana
$1.97M +$241K +6,295 +14%
PA
621
Parallel Advisors
California
$1.95M -$336K -8,775 -15%
WS
622
Wedbush Securities
California
$1.94M +$277K +7,240 +17%
AllianceBernstein
623
AllianceBernstein
Tennessee
$1.93M +$240K +6,250 +14%
LFA
624
Legacy Financial Advisors
Kentucky
$1.9M -$80.3K -2,095 -4%
CBT
625
Central Bank & Trust
Kentucky
$1.9M -$48.3K -1,260 -3%

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.