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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
JAFL
626
Jay A. Fishman Ltd
Michigan
$1.35M +$9.66K +250 +0.7%
ST
627
Somerset Trust
Pennsylvania
$1.34M -$21.4K -555 -2%
TCB
628
Texas Capital Bancshares
Texas
$1.34M +$691K +17,890 +108%
KWM
629
Kingsview Wealth Management
Oregon
$1.33M +$54.5K +1,410 +4%
BJL
630
Brighton Jones LLC
Washington
$1.32M -$108K -2,790 -8%
BUB
631
BBVA USA Bancshares
Texas
$1.32M -$215K -5,555 -14%
AF
632
Alerus Financial
North Dakota
$1.31M
AWP
633
Ascent Wealth Partners
New York
$1.31M +$608K +15,730 +88%
PGFC
634
Peapack-Gladstone Financial Corp
New Jersey
$1.31M
EWA
635
EP Wealth Advisors
California
$1.31M +$70.5K +1,825 +6%
LIA
636
LBMC Investment Advisors
Tennessee
$1.31M +$206K +5,330 +19%
SFM
637
Signature Financial Management
Virginia
$1.31M
RCA
638
Rowland Carmichael Advisors
Arizona
$1.3M -$18.3K -475 -1%
SBH
639
Segall Bryant & Hamill
Illinois
$1.3M +$685K +17,740 +114%
CBB
640
Citizens Business Bank
California
$1.29M -$357K -9,235 -22%
CI
641
Cigna Investments
Connecticut
$1.29M -$19.3K -500 -1%
EVM
642
Eaton Vance Management
Massachusetts
$1.29M -$2.39M -61,850 -65%
RWMH
643
Riverpoint Wealth Management Holdings
Illinois
$1.28M +$24.3K +630 +2%
SMC
644
Smith, Moore & Co
Missouri
$1.28M +$622K +16,100 +96%
PWA
645
Peterson Wealth Advisors
Utah
$1.27M -$103K -2,660 -8%
RPC
646
Rossmore Private Capital
Connecticut
$1.27M +$118K +3,050 +10%
CWM
647
Cranbrook Wealth Management
Michigan
$1.27M +$683K +17,675 +119%
HPC
648
HM Payson & Co
Maine
$1.25M +$358K +9,265 +40%
DSC
649
Duncker Streett & Co
Missouri
$1.25M
AFC
650
AFT Forsyth & Company
Florida
$1.25M -$10.6K -275 -0.9%

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.