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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
BIM
51
Bridges Investment Management
Nebraska
$75.4M +$4.46M +115,495 +6%
GT
52
Greenleaf Trust
Michigan
$74.9M +$2.19M +56,640 +3%
MPWT
53
MassMutual Private Wealth & Trust
Connecticut
$73.3M +$720K +18,640 +1%
M&T Bank
54
M&T Bank
New York
$72.6M -$1.11M -28,805 -2%
SOMRS
55
State of Michigan Retirement System
Michigan
$72M +$4.73M +122,500 +7%
MIA
56
MainStreet Investment Advisors
Illinois
$72M +$409K +10,580 +0.6%
CPO
57
Cerity Partners OCIO
New York
$69M -$1.68M -43,525 -2%
Truist Financial
58
Truist Financial
North Carolina
$68.8M +$2.32M +60,010 +4%
APCM
59
Alaska Permanent Capital Management
Alaska
$66.5M -$1.1M -28,380 -2%
MML Investors Services
60
MML Investors Services
Massachusetts
$65.1M +$8.23M +212,950 +15%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$64.7M
Rafferty Asset Management
62
Rafferty Asset Management
New York
$64.7M -$6.92M -179,050 -10%
FA
63
FDx Advisors
Illinois
$64.6M +$9.32M +241,250 +17%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$64M +$3.56M +92,035 +6%
LWMT
65
Legacy Wealth Management (Tennessee)
Tennessee
$63.7M -$905K -23,415 -1%
CFIA
66
Cantor Fitzgerald Investment Advisors
New York
$62.9M -$1.37M -35,485 -2%
LF
67
Lee Financial
Texas
$62.6M +$49.8K +1,290 +0.1%
SSB
68
Sandy Spring Bank
Maryland
$62.4M +$2.58M +66,725 +4%
SIC
69
Sigma Investment Counselors
Michigan
$61.6M +$62.6K +1,620 +0.1%
Bessemer Group
70
Bessemer Group
New Jersey
$60.1M +$596K +15,435 +1%
FCBT
71
First Citizens Bank & Trust
North Carolina
$58.9M +$11.7M +302,130 +25%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$58.2M +$3.11M +80,455 +6%
KPAG
73
KLS Professional Advisors Group
New York
$56.4M +$1.34M +34,610 +2%
LWA
74
Lenox Wealth Advisors
New York
$53.9M +$2.84M +73,390 +6%
AFG
75
Arkansas Financial Group
Arkansas
$53.9M -$230K -5,960 -0.4%

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.