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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
F
626
F3Logic
Minnesota
$1.88M +$414K +10,805 +29%
GWMIA
627
Global Wealth Management Investment Advisory
Florida
$1.88M +$425K +11,085 +30%
FWP
628
FAS Wealth Partners
Kansas
$1.86M -$46.2K -1,205 -2%
EWA
629
EP Wealth Advisors
California
$1.86M +$172K +4,485 +10%
MWM
630
MinichMacGregor Wealth Management
New York
$1.85M +$12.1K +315 +0.7%
RFWA
631
RPg Family Wealth Advisory
Massachusetts
$1.85M +$87K +2,270 +5%
V
632
VeraBank
Texas
$1.84M +$2.11K +55 +0.1%
ACM
633
AUA Capital Management
Pennsylvania
$1.84M
TFF
634
The Family Firm
Maryland
$1.83M -$1.92K -50 -0.1%
BRWA
635
B. Riley Wealth Advisors
Florida
$1.83M -$862K -22,490 -32%
CCM
636
Condor Capital Management
New Jersey
$1.83M -$51.2K -1,335 -3%
CAW
637
Cornerstone Advisors (Washington)
Washington
$1.82M +$7.28K +190 +0.4%
WP
638
WealthShield Partners
North Carolina
$1.8M +$30.3K +790 +2%
FFS
639
Founders Financial Securities
Maryland
$1.8M -$2.47M -64,560 -58%
HI
640
Horizon Investments
North Carolina
$1.8M +$84.5K +2,205 +5%
BCWM
641
Blue Chip Wealth Management
Florida
$1.79M -$28.6K -745 -2%
GC
642
Gilbert & Cook
Iowa
$1.79M -$21.5K -560 -1%
W
643
WealthStone
Ohio
$1.79M
MMHP
644
Murphy Middleton Hinkle & Parker
Georgia
$1.78M -$28.9K -755 -2%
ECG
645
Edge Capital Group
Georgia
$1.77M +$221K +5,775 +15%
1IA
646
1834 Investment Advisors
Wisconsin
$1.76M -$8.62K -225 -0.5%
BCI
647
Brinker Capital Investments
Pennsylvania
$1.76M +$670K +17,480 +63%
CC
648
Claybrook Capital
Massachusetts
$1.75M
TVAMP
649
Tennessee Valley Asset Management Partners
Tennessee
$1.74M -$2.76M -72,010 -62%
SWPG
650
Strategic Wealth Partners Group
Illinois
$1.74M +$373K +9,745 +28%

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.