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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
BFS
676
Bradley Foster & Sargent
Connecticut
$965K -$67.1K -1,755 -6%
SLG
677
Stanley-Laman Group
Pennsylvania
$963K -$55.1K -1,440 -5%
MFT
678
Moisand Fitzgerald Tamayo
Florida
$954K -$18K -470 -2%
PCA
679
Providence Capital Advisors
North Carolina
$949K +$84.5K +2,210 +10%
SFSIG
680
San Francisco Sentry Investment Group
California
$946K +$18K +470 +2%
VCA
681
Verdence Capital Advisors
Maryland
$935K -$217K -5,675 -19%
LBC
682
Lowe Brockenbrough & Co
Virginia
$920K +$23.9K +625 +3%
Citadel Advisors
683
Citadel Advisors
Florida
$919K -$1.05M -27,465 -53%
SQA
684
Simon Quick Advisors
New Jersey
$914K +$50.3K +1,315 +6%
FMC
685
First Merchants Corp
Indiana
$912K -$17.6K -460 -2%
SHA
686
Seneca House Advisors
Virginia
$907K -$59.1K -1,545 -6%
PI
687
Parkside Investments
Illinois
$890K +$348K +9,100 +62%
FIB
688
First Interstate Bank
Montana
$867K +$324K +8,470 +58%
MBTD
689
Mechanics Bank - Trust Department
California
$866K
BWAM
690
Boyd Watterson Asset Management
Ohio
$866K +$8.61K +225 +1%
KFGK
691
Keystone Financial Group (Kentucky)
Kentucky
$864K +$902K +23,585 New
HPC
692
HM Payson & Co
Maine
$861K +$88K +2,300 +11%
HCMT
693
Highland Capital Management (Tennessee)
Tennessee
$859K +$7.27K +190 +0.8%
1WA
694
180 Wealth Advisors
Washington
$854K +$410K +10,725 +89%
BSW
695
Buckingham Strategic Wealth
Missouri
$845K -$166K -4,330 -16%
RG
696
Rathbones Group
United Kingdom
$843K -$10.9K -285 -1%
VDI
697
Vaughan David Investments
Illinois
$843K +$246K +6,425 +40%
VWM
698
Venturi Wealth Management
Texas
$841K +$76.5K +2,000 +10%
DWT
699
Dorsey & Whitney Trust
South Dakota
$835K +$853K +22,290 New
MIM
700
Marco Investment Management
Georgia
$834K +$232K +6,070 +38%

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.