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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
SI
676
Stephens Inc
Arkansas
$1.04M -$10.4K -270 -1%
KCP
677
KDI Capital Partners
North Carolina
$1.04M +$27.8K +720 +3%
EAM
678
Evanson Asset Management
California
$1.03M -$4.83K -125 -0.5%
TCM
679
Tradition Capital Management
New Jersey
$1.03M
PL
680
Plancorp LLC
Missouri
$1.02M
DACG
681
Donor Advised Charitable Giving
California
$1.01M -$82.7K -2,140 -8%
ST
682
Spinnaker Trust
Maine
$1M -$2.9K -75 -0.3%
EWA
683
Exencial Wealth Advisors
Oklahoma
$1M -$30.1K -780 -3%
TA
684
Townsend & Associates
Colorado
$997K -$20M -518,630 -95%
SQA
685
Simon Quick Advisors
New Jersey
$985K +$35.9K +930 +4%
CAN
686
Claraphi Advisory Network
United States
$980K -$172K -4,450 -15%
AFP
687
Ausdal Financial Partners
Iowa
$979K -$24.9K -645 -3%
MFT
688
Moisand Fitzgerald Tamayo
Florida
$976K -$14.3K -370 -1%
Two Sigma Advisers
689
Two Sigma Advisers
New York
$974K -$7.44M -192,500 -89%
MWP
690
MYCIO Wealth Partners
Pennsylvania
$973K +$702K +18,165 +267%
LBC
691
Lowe Brockenbrough & Co
Virginia
$971K +$15.3K +395 +2%
FIB
692
First Interstate Bank
Montana
$965K +$63.9K +1,655 +7%
VCA
693
Verdence Capital Advisors
Maryland
$964K -$6.76K -175 -0.7%
FMC
694
First Merchants Corp
Indiana
$957K +$9.66K +250 +1%
NFG
695
Next Financial Group
Texas
$955K -$3.48M -90,090 -79%
BFS
696
Bradley Foster & Sargent
Connecticut
$948K -$53.1K -1,375 -5%
CGL
697
Clarius Group LLC
Washington
$931K +$923K +23,905 New
SHA
698
Seneca House Advisors
Virginia
$930K -$11K -285 -1%
CDIA
699
Capital Directions Investment Advisors
Georgia
$920K -$96.6K -2,500 -10%
BWAM
700
Boyd Watterson Asset Management
Ohio
$899K

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.