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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
AI
701
Accredited Investors
Minnesota
$833K -$4.97K -130 -0.6%
EWM
702
Endurance Wealth Management
Rhode Island
$828K +$23.9K +625 +3%
ABTD
703
Arvest Bank Trust Division
Oklahoma
$824K +$841K +21,975 New
IAA
704
Independent Advisor Alliance
North Carolina
$819K +$937K +24,505 New
PCA
705
Personal Capital Advisors
California
$818K -$79K -2,065 -9%
PWG
706
Private Wealth Group
Florida
$815K -$340K -8,895 -29%
BB
707
Busey Bank
Illinois
$805K -$35.4K -925 -4%
GI
708
GS Investments
Minnesota
$803K +$222K +5,795 +37%
QAM
709
QCI Asset Management
New York
$800K +$249K +6,505 +44%
FWSM
710
First Wilshire Securities Management
California
$797K +$9.56K +250 +1%
AC
711
Abbrea Capital
California
$792K +$76.5K +2,000 +10%
PFGIA
712
Patriot Financial Group Insurance Agency
Massachusetts
$785K +$161K +4,220 +25%
WJA
713
Williams Jones & Associates
New York
$784K -$9.18K -240 -1%
CL
714
CPWM LLC
Washington
$776K +$333K +8,710 +73%
EFSCE
715
Enterprise Financial Services Corp (EFSC)
Missouri
$773K -$2.29K -60 -0.3%
Lido Advisors
716
Lido Advisors
California
$768K +$97.2K +2,540 +14%
GJIC
717
Gamble Jones Investment Counsel
California
$765K -$64.3K -1,680 -8%
AF
718
Advisornet Financial
Minnesota
$761K +$106K +2,760 +16%
WA
719
WBH Advisory
Maryland
$758K +$202K +5,270 +35%
PCTC
720
Perkins Coie Trust Company
Washington
$755K -$1.53K -40 -0.2%
CAM
721
Congress Asset Management
Massachusetts
$744K -$38.8K -1,015 -5%
HB
722
Homrich & Berg
Georgia
$736K +$39.6K +1,035 +6%
Two Sigma Investments
723
Two Sigma Investments
New York
$732K +$746K +19,500 New
CIA
724
Choate Investment Advisors
Massachusetts
$731K -$765 -20 -0.1%
SC
725
SouthState Corp
Florida
$723K -$87.8K -2,295 -11%

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.