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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
RPGK
701
Retirement Planning Group (Kansas)
Kansas
$1.39M -$4.41K -115 -0.3%
WWM
702
Windsor Wealth Management
Indiana
$1.39M -$97.2K -2,535 -7%
NS
703
NewDay Solutions
New Hampshire
$1.39M +$1.36M +35,550 New
ACM
704
Azimuth Capital Management
Michigan
$1.38M
JAFL
705
Jay A. Fishman Ltd
Michigan
$1.38M
WPSG
706
Wealth & Pension Services Group
Georgia
$1.38M +$235K +6,140 +21%
OC
707
Oakworth Capital
Alabama
$1.37M -$4.02K -105 -0.3%
FFSOTS
708
Fiduciary Financial Services of The Southwest
Texas
$1.36M -$83.4K -2,175 -6%
WAM
709
Weatherly Asset Management
California
$1.36M +$304K +7,935 +29%
HIMC
710
Heritage Investors Management Corp
Maryland
$1.36M +$168K +4,390 +14%
CIC
711
Carnegie Investment Counsel
Ohio
$1.35M -$452K -11,785 -25%
HH
712
Hilltop Holdings
Texas
$1.35M -$93.9K -2,450 -7%
PFGIA
713
Patriot Financial Group Insurance Agency
Massachusetts
$1.35M +$1.1M +28,600 +474%
PIP
714
Peachtree Investment Partners
Florida
$1.34M -$88.5K -2,310 -6%
CHC
715
City Holding Co
West Virginia
$1.34M +$641K +16,725 +94%
HCA
716
Harbour Capital Advisors
Virginia
$1.33M +$9.58K +250 +0.7%
OPA
717
Old Port Advisors
Maine
$1.33M -$21.8K -570 -2%
FFW
718
Fusion Family Wealth
New York
$1.33M +$250K +6,530 +24%
SCM
719
Smith Capital Management
Arkansas
$1.32M
BWP
720
Bernardo Wealth Planning
Pennsylvania
$1.31M -$462K -12,060 -26%
ONST
721
Old North State Trust
North Carolina
$1.31M -$9.77K -255 -0.8%
ST
722
Somerset Trust
Pennsylvania
$1.31M -$26.4K -690 -2%
SWM
723
Sequoia Wealth Management
Illinois
$1.3M -$337K -8,785 -21%
KA
724
Kovack Advisors
Florida
$1.29M +$268K +7,005 +27%
Axa
725
Axa
France
$1.28M +$234K +6,100 +23%

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.