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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
MBTD
701
Mechanics Bank - Trust Department
California
$899K
HCMT
702
Highland Capital Management (Tennessee)
Tennessee
$892K
VOYA Investment Management
703
VOYA Investment Management
Georgia
$890K -$276K -7,140 -24%
CAL
704
Capital Advisors Ltd
Ohio
$884K +$152K +3,930 +21%
DWT
705
Dorsey & Whitney Trust
South Dakota
$868K
VWM
706
Venturi Wealth Management
Texas
$866K -$32.6K -845 -4%
AC
707
Abbrea Capital
California
$866K +$39.6K +1,025 +5%
WWM
708
Windsor Wealth Management
Indiana
$863K +$128K +3,310 +18%
QAM
709
QCI Asset Management
New York
$860K +$28.6K +740 +3%
WA
710
WBH Advisory
Maryland
$859K +$71.3K +1,845 +9%
MIM
711
Marco Investment Management
Georgia
$857K -$9.08K -235 -1%
FC
712
Financial Consulate
Maryland
$848K +$182K +4,710 +28%
PWG
713
Private Wealth Group
Florida
$847K
BB
714
Busey Bank
Illinois
$836K
PCA
715
Personal Capital Advisors
California
$830K -$19.7K -510 -2%
FWSM
716
First Wilshire Securities Management
California
$828K
HB
717
Homrich & Berg
Georgia
$827K +$62.4K +1,615 +8%
SG
718
StoneX Group
New York
$818K +$176K +4,560 +28%
CAM
719
Congress Asset Management
Massachusetts
$810K +$36.7K +950 +5%
CL
720
CPWM LLC
Washington
$806K
EFSCE
721
Enterprise Financial Services Corp (EFSC)
Missouri
$802K
GI
722
GS Investments
Minnesota
$798K -$35.5K -920 -4%
BBA
723
Braun-Bostich & Associates
Pennsylvania
$797K -$834K -21,585 -51%
PWMAG
724
Pinnacle Wealth Management Advisory Group
New Jersey
$796K +$202K +5,225 +34%
Lido Advisors
725
Lido Advisors
California
$792K -$5.41K -140 -0.7%

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.