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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
Jones Financial Companies
51
Jones Financial Companies
Missouri
$87.8M +$1.62M +42,170 +2%
MML Investors Services
52
MML Investors Services
Massachusetts
$87.3M +$7.3M +190,550 +9%
AWA
53
Alaska Wealth Advisors
Alaska
$86.9M
Baird Financial Group
54
Baird Financial Group
Wisconsin
$85.4M +$13.8M +358,805 +20%
GT
55
Greenleaf Trust
Michigan
$84.8M +$143K +3,725 +0.2%
LI
56
LVZ Inc
Michigan
$82M +$5.83M +152,120 +8%
GBA
57
Global Beta Advisors
Pennsylvania
$81.3M -$13.4M -350,655 -14%
MIA
58
MainStreet Investment Advisors
Illinois
$79.4M -$1.1M -28,685 -1%
BF
59
BOK Financial
Oklahoma
$78M -$16.2M -422,635 -17%
MPWT
60
MassMutual Private Wealth & Trust
Connecticut
$77.5M +$1.53M +39,970 +2%
UCFA
61
United Capital Financial Advisors
Texas
$75.5M +$1.4M +36,475 +2%
Comerica Bank
62
Comerica Bank
Texas
$75.2M -$5.81M -151,710 -7%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$75.2M -$1.56M -40,710 -2%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$74.8M +$43.3M +1,130,960 +143%
SSB
65
Sandy Spring Bank
Maryland
$74.1M +$2.36M +61,505 +3%
LW
66
Linscomb Wealth
Texas
$73.1M -$159K -4,140 -0.2%
LF
67
Lee Financial
Texas
$72.8M +$2.34M +61,055 +3%
FI
68
FormulaFolio Investments
Michigan
$70.6M +$20.4M +532,420 +41%
APCM
69
Alaska Permanent Capital Management
Alaska
$70.4M +$2.48M +64,580 +4%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$69.7M -$4.85M -126,645 -7%
PAG
71
Private Advisor Group
New Jersey
$68.5M -$15.3M -399,750 -18%
M&T Bank
72
M&T Bank
New York
$67.3M -$3.17M -82,665 -5%
DIP
73
DT Investment Partners
Pennsylvania
$66.8M +$2.63M +68,745 +4%
LWMT
74
Legacy Wealth Management (Tennessee)
Tennessee
$65.6M +$2.04M +53,255 +3%
USAA
75
United Services Automobile Association
Texas
$64.9M +$1.87M +48,850 +3%

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.