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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
KBFS
651
Kohmann Bosshard Financial Services
Ohio
$1.24M -$16.6K -430 -1%
CHA
652
Carmichael Hill & Associates
Maryland
$1.23M -$14.5K -375 -1%
PFS
653
Prospera Financial Services
Texas
$1.23M +$197K +5,095 +19%
RG
654
Rathbones Group
United Kingdom
$1.22M +$339K +8,780 +39%
RG
655
Rikoon Group
New Mexico
$1.22M +$2.7K +70 +0.2%
SAM
656
Seelaus Asset Management
New Jersey
$1.2M -$8.69K -225 -0.7%
WP
657
WealthShield Partners
North Carolina
$1.19M +$142K +3,685 +14%
BHBT
658
Burke & Herbert Bank & Trust
Virginia
$1.18M -$25.3K -655 -2%
AI
659
Accredited Investors
Minnesota
$1.18M +$315K +8,145 +37%
CA
660
Crewe Advisors
Utah
$1.17M +$446K +11,540 +62%
TNB
661
Thomasville National Bank
Georgia
$1.16M +$35.2K +910 +3%
DDC
662
DF Dent & Co
Maryland
$1.14M
BFC
663
Bedel Financial Consulting
Indiana
$1.14M -$38.6K -1,000 -3%
CA
664
Commerzbank Aktiengesellschaft
Germany
$1.13M
BSW
665
Buckingham Strategic Wealth
Missouri
$1.11M +$231K +5,970 +27%
LFG
666
LifePlan Financial Group
Ohio
$1.1M +$79.6K +2,060 +8%
GT
667
Glenview Trust
Kentucky
$1.08M +$62.8K +1,625 +6%
KFGK
668
Keystone Financial Group (Kentucky)
Kentucky
$1.07M +$149K +3,855 +16%
RC
669
RegentAtlantic Capital
New Jersey
$1.07M -$494K -12,790 -32%
PI
670
Parkside Investments
Illinois
$1.06M +$127K +3,285 +14%
PCA
671
Providence Capital Advisors
North Carolina
$1.06M +$72K +1,865 +7%
EWM
672
Endurance Wealth Management
Rhode Island
$1.06M +$194K +5,025 +23%
TI
673
Truepoint Inc
Ohio
$1.05M +$804K +20,825 +339%
SLG
674
Stanley-Laman Group
Pennsylvania
$1.04M +$41.9K +1,085 +4%
FNT
675
First Nebraska Trust
Nebraska
$1.04M +$13.3K +345 +1%

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.