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iShares Core S&P Mid-Cap ETF

1,285 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 572 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,216% more call options, than puts

Call options by funds: $168M | Put options by funds: $3.9M

56% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 64

23% more repeat investments, than reductions

Existing positions increased: 572 | Existing positions reduced: 464

15% more capital invested

Capital invested by funds: $29.1B → $33.5B (+$4.38B)

2% more funds holding

Funds holding: 1,2661,285 (+19)

1% more funds holding in top 10

Funds holding in top 10: 250253 (+3)

2.2% less ownership

Funds ownership: 347.59%345.39% (-2.2%)

Holders
1,285
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
572
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
676
Sepio Capital
Utah
$1.5M +$1.46M +39,625 New
FSWA
677
Financial Synergies Wealth Advisors
Texas
$1.49M +$1.45M +39,390 New
CPP
678
Crow Point Partners
Massachusetts
$1.49M +$48.4K +1,310 +3%
WF
679
Welch & Forbes
Massachusetts
$1.49M -$436K -11,815 -23%
IAA
680
Independent Advisor Alliance
North Carolina
$1.48M +$390K +10,560 +37%
UTC
681
Unified Trust Company
Kentucky
$1.46M -$5.91K -160 -0.4%
SHJ
682
Sharkey, Howes & Javer
Colorado
$1.46M +$54.8K +1,485 +4%
FA
683
FC Advisory
Pennsylvania
$1.45M +$4.06K +110 +0.3%
WWM
684
Windsor Wealth Management
Indiana
$1.45M +$122K +3,300 +9%
WA
685
WBH Advisory
Maryland
$1.44M +$426K +11,540 +43%
SBH
686
Segall Bryant & Hamill
Illinois
$1.44M +$175K +4,750 +14%
KFGK
687
Keystone Financial Group (Kentucky)
Kentucky
$1.44M +$138K +3,735 +11%
SWM
688
Shakespeare Wealth Management
Wisconsin
$1.44M -$22.3K -605 -2%
RIA
689
Realta Investment Advisors
Delaware
$1.44M +$1.4M +37,860 New
F
690
F3Logic
Minnesota
$1.43M -$90.7K -2,455 -6%
SCA
691
STALEY CAPITAL ADVISERS
Pennsylvania
$1.43M -$44.1K -1,195 -3%
FANJ
692
Financial Architects (New Jersey)
New Jersey
$1.42M +$11.3K +305 +0.8%
GWMIA
693
Global Wealth Management Investment Advisory
Florida
$1.42M -$699K -18,915 -34%
ED
694
Exane Derivatives
France
$1.41M -$47.5K -1,285 -3%
HH
695
Hilltop Holdings
Texas
$1.41M -$45.8K -1,240 -3%
KBFS
696
Kohmann Bosshard Financial Services
Ohio
$1.41M +$144K +3,910 +12%
FFSOTS
697
Fiduciary Financial Services of The Southwest
Texas
$1.41M -$4.62K -125 -0.3%
CA
698
Continuum Advisory
Idaho
$1.4M -$33.2K -900 -2%
PIP
699
Peachtree Investment Partners
Florida
$1.39M -$75.5K -2,045 -5%
LIA
700
LBMC Investment Advisors
Tennessee
$1.37M +$101K +2,735 +8%

IJH Hedge Fund Activity: Q1 2019 in Review

1,285 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2019, worth a combined $33.5B — up 15% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IJH positions and 64 closed out — a net gain of 36 holders — while 572 added to existing stakes and 464 trimmed.

The largest buyer was Schroders, opening a new position worth an estimated $187M. The largest seller was Ameriprise, cutting an estimated $232M.

  • 1,285 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2019, up from 1,266 in Q4 2018.
  • Funds reported $33.5B of iShares Core S&P Mid-Cap ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 100 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2019 and 64 closed out, a net change of +36 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2019 was Schroders, an estimated $187M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2019 was Ameriprise, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2019.