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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
JWS
701
Juncture Wealth Strategies
Arizona
$1.37M -$346K -9,370 -21%
SF
702
Synovus Financial
Georgia
$1.36M +$36K +975 +3%
KAH
703
Kathryn A. Hall
$1.36M +$1.33M +36,000 New
RPGK
704
Retirement Planning Group (Kansas)
Kansas
$1.36M -$75K -2,030 -5%
Mercer Global Advisors
705
Mercer Global Advisors
Colorado
$1.36M +$1.32M +35,835 New
PGFC
706
Peapack-Gladstone Financial Corp
New Jersey
$1.35M +$16.6K +450 +1%
CCA
707
Clearwater Capital Advisors
Illinois
$1.35M -$417K -11,300 -24%
ACM
708
Azimuth Capital Management
Michigan
$1.35M -$49.9K -1,350 -4%
JAFL
709
Jay A. Fishman Ltd
Michigan
$1.35M +$33.1K +895 +3%
OC
710
Oakworth Capital
Alabama
$1.34M
PR
711
Payden & Rygel
California
$1.34M +$494K +13,370 +61%
AIM
712
Advantage Investment Management
Iowa
$1.33M -$4.8M -129,945 -79%
SWPG
713
Strategic Wealth Partners Group
Illinois
$1.33M -$199K -5,400 -13%
OPA
714
Old Port Advisors
Maine
$1.31M -$18.3K -495 -1%
ST
715
Somerset Trust
Pennsylvania
$1.3M -$3.69K -100 -0.3%
HCA
716
Harbour Capital Advisors
Virginia
$1.29M -$42.5K -1,150 -3%
ONST
717
Old North State Trust
North Carolina
$1.29M -$68.7K -1,860 -5%
SCM
718
Smith Capital Management
Arkansas
$1.28M
RWMH
719
Riverpoint Wealth Management Holdings
Illinois
$1.27M -$1.41M -38,090 -53%
DE
720
Day & Ennis
Georgia
$1.26M -$580K -15,710 -32%
AFC
721
AFT Forsyth & Company
Florida
$1.24M +$32.5K +880 +3%
OFG
722
Omega Financial Group
California
$1.24M +$265K +7,185 +28%
TI
723
Truepoint Inc
Ohio
$1.24M -$166K -4,505 -12%
RMCM
724
Reynders McVeigh Capital Management
Massachusetts
$1.24M +$553K +14,965 +85%
RI
725
RPTC Inc
Wyoming
$1.23M +$4.25K +115 +0.4%

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.