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iShares Core S&P Mid-Cap ETF

1,123 hedge funds and large institutions have $30.5B invested in iShares Core S&P Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 491 increasing their positions, 395 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $39.8M | Put options by funds: $15M

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

24% more repeat investments, than reductions

Existing positions increased: 491 | Existing positions reduced: 395

11.78% more ownership

Funds ownership: 330.35%342.14% (+12%)

4% more funds holding in top 10

Funds holding in top 10: 218227 (+9)

2% more funds holding

Funds holding: 1,0981,123 (+25)

4% more capital invested

Capital invested by funds: $29.3B → $30.5B (+$1.16B)

Holders
1,123
Holders Change
+25
Holders Change %
+2.28%
% of All Funds
25.73%
Holding in Top 10
227
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.13%
% of All Funds
5.2%
New
86
Increased
491
Reduced
395
Closed
51
Calls
$39.8M
Puts
$15M
Net Calls
+$24.8M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
726
Axa
France
$723K
OC
727
Oakworth Capital
Alabama
$717K -$10.5K -275 -1%
CPA
728
Clear Perspective Advisors
Illinois
$717K +$169K +4,405 +30%
AMCA
729
Arthur M. Cohen & Associates
Illinois
$716K +$191 +5 +0%
EIA
730
Eldridge Investment Advisors
New Hampshire
$715K -$93.7K -2,450 -11%
WWM
731
Windsor Wealth Management
Indiana
$707K +$250K +6,535 +53%
CA
732
Cornerstone Advisory
Maryland
$706K -$1.3M -33,870 -64%
PSUF
733
People's United Financial
Connecticut
$706K
B
734
Bridgeworth
Alabama
$705K +$738K +19,305 New
CAL
735
Capital Advisors Ltd
Ohio
$703K +$29.6K +775 +4%
NSIM
736
North Star Investment Management
Illinois
$703K +$67.9K +1,775 +10%
TCOT
737
Trust Company of Toledo
Ohio
$702K
TNBTD
738
Trustmark National Bank Trust Department
Mississippi
$698K +$25.4K +665 +4%
CA
739
Crewe Advisors
Utah
$695K +$167K +4,360 +31%
BRF
740
B. Riley Financial
California
$682K +$47.8K +1,250 +7%
VAM
741
Visionary Asset Management
Texas
$681K -$2.6M -67,930 -79%
OIA
742
Optimum Investment Advisors
Illinois
$681K -$15.7K -410 -2%
RMCM
743
Reynders McVeigh Capital Management
Massachusetts
$681K +$8.42K +220 +1%
VWA
744
V Wealth Advisors
Kansas
$677K +$45.7K +1,195 +7%
AWP
745
Ascent Wealth Partners
New York
$674K +$192K +5,015 +39%
WWM
746
Willingdon Wealth Management
North Carolina
$672K -$2.52M -65,910 -79%
OFG
747
Oxford Financial Group
Indiana
$672K +$83.2K +2,175 +14%
CL
748
CIM LLC
New York
$670K
B
749
Bellecapital
Switzerland
$659K
VF
750
Virtu Financial
New York
$658K -$4.76M -124,455 -88%

IJH Hedge Fund Activity: Q1 2018 in Review

1,123 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2018, worth a combined $30.5B — up 4% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IJH positions and 51 closed out — a net gain of 35 holders — while 491 added to existing stakes and 395 trimmed.

The largest buyer was Credit Suisse, adding an estimated $731M. The largest seller was Bank of America, cutting an estimated $70.5M.

  • 1,123 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2018, up from 1,098 in Q4 2017.
  • Funds reported $30.5B of iShares Core S&P Mid-Cap ETF stock for Q1 2018, up 4% quarter-over-quarter.
  • 86 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2018 and 51 closed out, a net change of +35 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2018 was Credit Suisse, an estimated $731M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2018 was Bank of America, an estimated $70.5M sold.

Based on aggregated 13F filings for Q1 2018.