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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
AF
626
Alerus Financial
North Dakota
$1.26M -$38.1K -995 -3%
CI
627
Cigna Investments
Connecticut
$1.26M -$9.56K -250 -0.7%
PGFC
628
Peapack-Gladstone Financial Corp
New Jersey
$1.26M -$4.59K -120 -0.4%
SFM
629
Signature Financial Management
Virginia
$1.26M +$310K +8,110 +32%
WA
630
Waverly Advisors
Alabama
$1.25M +$38.3K +1,000 +3%
KWM
631
Kingsview Wealth Management
Oregon
$1.23M +$50.3K +1,315 +4%
FLA
632
Financial Life Advisors
Texas
$1.22M -$237K -6,185 -16%
SWM
633
Sequoia Wealth Management
Illinois
$1.22M -$439K -11,470 -26%
RWMH
634
Riverpoint Wealth Management Holdings
Illinois
$1.21M +$49.5K +1,295 +4%
Legal & General Group
635
Legal & General Group
United Kingdom
$1.21M +$995K +26,000 +411%
AFC
636
AFT Forsyth & Company
Florida
$1.21M -$19.1K -500 -2%
KBFS
637
Kohmann Bosshard Financial Services
Ohio
$1.21M
DSC
638
Duncker Streett & Co
Missouri
$1.2M -$5.36K -140 -0.4%
CHA
639
Carmichael Hill & Associates
Maryland
$1.2M +$52.2K +1,365 +4%
EWA
640
EP Wealth Advisors
California
$1.19M -$10.1K -265 -0.8%
VFA
641
Valeo Financial Advisors
Indiana
$1.18M +$224K +5,865 +23%
SAM
642
Seelaus Asset Management
New Jersey
$1.17M +$12.4K +325 +1%
BHBT
643
Burke & Herbert Bank & Trust
Virginia
$1.16M -$11.3K -295 -0.9%
FFA
644
First Foundation Advisors
California
$1.14M -$72.7K -1,900 -6%
RG
645
Rikoon Group
New Mexico
$1.14M +$4.78K +125 +0.4%
BFC
646
Bedel Financial Consulting
Indiana
$1.13M
VOYA Investment Management
647
VOYA Investment Management
Georgia
$1.12M -$1.23M -32,035 -52%
BCM
648
BTC Capital Management
Iowa
$1.11M -$37.9K -990 -3%
CAN
649
Claraphi Advisory Network
United States
$1.11M +$174K +4,540 +18%
RPC
650
Rossmore Private Capital
Connecticut
$1.11M +$15.3K +400 +1%

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.