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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
CCMD
651
Cypress Capital Management (Delaware)
Delaware
$1.11M +$21K +550 +2%
DDC
652
DF Dent & Co
Maryland
$1.09M
CA
653
Commerzbank Aktiengesellschaft
Germany
$1.09M
TNB
654
Thomasville National Bank
Georgia
$1.08M -$214K -5,595 -16%
LIA
655
LBMC Investment Advisors
Tennessee
$1.06M +$1.72K +45 +0.2%
DACG
656
Donor Advised Charitable Giving
California
$1.05M +$207K +5,420 +24%
FPS
657
Fieldpoint Private Securities
Connecticut
$1.03M +$93.1K +2,435 +10%
SI
658
Stephens Inc
Arkansas
$1.01M -$144K -3,770 -12%
MWM
659
Meridian Wealth Management
Kentucky
$1.01M -$16.6K -435 -2%
FPCG
660
Fort Pitt Capital Group
Pennsylvania
$1.01M -$149K -3,905 -13%
RA
661
RFG Advisory
Alabama
$1.01M +$668K +17,460 +186%
WP
662
WealthShield Partners
North Carolina
$1.01M +$224K +5,845 +28%
EAM
663
Evanson Asset Management
California
$998K +$22.4K +585 +2%
EWA
664
Exencial Wealth Advisors
Oklahoma
$992K -$2.87K -75 -0.3%
FNT
665
First Nebraska Trust
Nebraska
$991K +$55.1K +1,440 +6%
TCM
666
Tradition Capital Management
New Jersey
$989K
EF
667
Empirical Finance
Pennsylvania
$988K +$441K +11,525 +79%
LFG
668
LifePlan Financial Group
Ohio
$986K -$3.68M -96,270 -79%
PL
669
Plancorp LLC
Missouri
$983K
PFS
670
Prospera Financial Services
Texas
$982K +$233K +6,085 +30%
CDIA
671
Capital Directions Investment Advisors
Georgia
$980K
GT
672
Glenview Trust
Kentucky
$977K +$8.99K +235 +0.9%
KCP
673
KDI Capital Partners
North Carolina
$971K -$4.85M -126,665 -83%
ST
674
Spinnaker Trust
Maine
$971K +$87.8K +2,295 +10%
AFP
675
Ausdal Financial Partners
Iowa
$967K -$162K -4,225 -14%

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.