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iShares Core S&P Mid-Cap ETF

1,289 hedge funds and large institutions have $34.9B invested in iShares Core S&P Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 575 increasing their positions, 455 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,769% more call options, than puts

Call options by funds: $171M | Put options by funds: $4.41M

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

26% more repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 455

2.67% more ownership

Funds ownership: 345.39%348.06% (+2.7%)

4% more capital invested

Capital invested by funds: $33.5B → $34.9B (+$1.33B)

0% more funds holding

Funds holding: 1,2841,289 (+5)

3% less funds holding in top 10

Funds holding in top 10: 253246 (-7)

Holders
1,289
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
28%
Holding in Top 10
246
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.77%
% of All Funds
5.34%
New
70
Increased
575
Reduced
455
Closed
50
Calls
$171M
Puts
$4.41M
Net Calls
+$166M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
676
MV Capital Management
Maryland
$1.58M +$7.67K +200 +0.5%
FMW
677
Farr Miller & Washington
District of Columbia
$1.57M -$497K -12,965 -24%
CC
678
Cadinha & Co
Hawaii
$1.55M +$696K +18,170 +83%
DWT
679
Dorsey & Whitney Trust
South Dakota
$1.55M +$676K +17,645 +79%
SC
680
Sepio Capital
Utah
$1.54M
FSWA
681
Financial Synergies Wealth Advisors
Texas
$1.54M +$8.81K +230 +0.6%
Treasurer of the State of North Carolina
682
Treasurer of the State of North Carolina
North Carolina
$1.53M +$267K +6,955 +21%
WF
683
Welch & Forbes
Massachusetts
$1.52M
MA
684
Mutual Advisors
Nebraska
$1.52M -$1.3M -33,995 -47%
CA
685
Continuum Advisory
Idaho
$1.52M +$96.6K +2,520 +7%
PGFC
686
Peapack-Gladstone Financial Corp
New Jersey
$1.51M +$123K +3,220 +9%
KL
687
KWMG LLC
Kansas
$1.51M -$41.2K -1,075 -3%
UTC
688
Unified Trust Company
Kentucky
$1.5M
KFGK
689
Keystone Financial Group (Kentucky)
Kentucky
$1.5M +$17.2K +450 +1%
Mercer Global Advisors
690
Mercer Global Advisors
Colorado
$1.49M +$95K +2,480 +7%
SHJ
691
Sharkey, Howes & Javer
Colorado
$1.48M -$11.7K -305 -0.8%
SCA
692
STALEY CAPITAL ADVISERS
Pennsylvania
$1.47M +$8.81K +230 +0.6%
FA
693
FC Advisory
Pennsylvania
$1.47M -$21.5K -560 -1%
FANJ
694
Financial Architects (New Jersey)
New Jersey
$1.45M -$9.58K -250 -0.7%
ED
695
Exane Derivatives
France
$1.45M
KBFS
696
Kohmann Bosshard Financial Services
Ohio
$1.44M
SBH
697
Segall Bryant & Hamill
Illinois
$1.43M -$43.7K -1,140 -3%
HPC
698
HM Payson & Co
Maine
$1.43M +$1.41M +36,665 New
LIA
699
LBMC Investment Advisors
Tennessee
$1.41M +$383 +10 +0%
KAH
700
Kathryn A. Hall
$1.4M

IJH Hedge Fund Activity: Q2 2019 in Review

1,289 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2019, worth a combined $34.9B — up 4% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IJH positions and 50 closed out — a net gain of 20 holders — while 575 added to existing stakes and 455 trimmed.

The largest buyer was Ameriprise, adding an estimated $167M. The largest seller was Citigroup, cutting an estimated $60.1M.

  • 1,289 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2019, up from 1,284 in Q1 2019.
  • Funds reported $34.9B of iShares Core S&P Mid-Cap ETF stock for Q2 2019, up 4% quarter-over-quarter.
  • 70 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2019 and 50 closed out, a net change of +20 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2019 was Ameriprise, an estimated $167M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2019 was Citigroup, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2019.