We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

1,284 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, 571 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: 571 | Existing positions reduced: 464

15% more capital invested

Capital invested by funds: $29.1B → $33.5B (+$4.38B)

2% more funds holding

Funds holding: 1,2651,284 (+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
1,284
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.79%
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
571
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
AWA
51
Alaska Wealth Advisors
Alaska
$86.9M +$61.4M +1,662,890 +264%
Citigroup
52
Citigroup
New York
$85.3M -$438K -11,865 -0.5%
HTC
53
Haverford Trust Company
Pennsylvania
$85.2M +$1.98M +53,535 +2%
AIM
54
Acropolis Investment Management
Missouri
$85.1M -$904K -24,480 -1%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$84M +$1.62M +43,750 +2%
GT
56
Greenleaf Trust
Michigan
$82.6M +$1.06M +28,625 +1%
PAG
57
Private Advisor Group
New Jersey
$82M +$18M +488,305 +29%
Comerica Bank
58
Comerica Bank
Texas
$81.5M +$5.67M +153,625 +8%
SOMRS
59
State of Michigan Retirement System
Michigan
$80.1M +$111K +3,000 +0.1%
MIA
60
MainStreet Investment Advisors
Illinois
$78.5M +$8.08M +218,750 +12%
MML Investors Services
61
MML Investors Services
Massachusetts
$77.9M -$3.51M -95,110 -4%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$74.9M -$4.03M -109,230 -5%
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$74M +$3.09M +83,680 +4%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$72.8M +$3.24M +87,755 +5%
UCFA
65
United Capital Financial Advisors
Texas
$72.2M -$2.44M -66,090 -3%
LW
66
Linscomb Wealth
Texas
$71.4M -$351K -9,495 -0.5%
SSB
67
Sandy Spring Bank
Maryland
$69.9M +$2.5M +67,565 +4%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$69.7M +$2.48M +67,170 +4%
LI
69
LVZ Inc
Michigan
$69M +$61.6M +1,668,255 +574%
M&T Bank
70
M&T Bank
New York
$68.8M -$1.57M -42,535 -2%
LF
71
Lee Financial
Texas
$68.7M +$7.29M +197,315 +12%
APCM
72
Alaska Permanent Capital Management
Alaska
$66.2M +$1.07M +29,020 +2%
DIP
73
DT Investment Partners
Pennsylvania
$62.5M +$1.7M +45,980 +3%
FCBT
74
First Citizens Bank & Trust
North Carolina
$62.1M -$379K -10,265 -0.6%
LWMT
75
Legacy Wealth Management (Tennessee)
Tennessee
$61.9M +$2.25M +60,860 +4%

IJH Hedge Fund Activity: Q1 2019 in Review

1,284 of the 4,620 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 571 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.

  • 1,284 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2019, up from 1,265 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.