We are live on ! Find out more
IJH icon

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
GC
726
Grace Capital
Massachusetts
$785K +$778K +20,150 New
PCTC
727
Perkins Coie Trust Company
Washington
$771K -$13.5K -350 -2%
B
728
Bridgeworth
Alabama
$768K +$15.8K +410 +2%
AMCA
729
Arthur M. Cohen & Associates
Illinois
$762K
OC
730
Oakworth Capital
Alabama
$762K +$14.7K +380 +2%
PSUF
731
People's United Financial
Connecticut
$758K +$24.1K +625 +3%
VAM
732
Visionary Asset Management
Texas
$757K +$39.2K +1,015 +6%
Axa
733
Axa
France
$751K
GJIC
734
Gamble Jones Investment Counsel
California
$743K -$51.6K -1,335 -7%
VWA
735
V Wealth Advisors
Kansas
$742K +$1.74K +45 +0.2%
NSIM
736
North Star Investment Management
Illinois
$730K
EIA
737
Eldridge Investment Advisors
New Hampshire
$729K -$13.5K -350 -2%
TCOT
738
Trust Company of Toledo
Ohio
$729K
TNBTD
739
Trustmark National Bank Trust Department
Mississippi
$725K
SC
740
SouthState Corp
Florida
$724K -$27.2K -705 -4%
RWA
741
Ropes Wealth Advisors
Massachusetts
$723K +$88.8K +2,300 +14%
WWM
742
Willingdon Wealth Management
North Carolina
$720K +$21.8K +565 +3%
BCM
743
Brookmont Capital Management
Texas
$718K +$39.6K +1,025 +6%
BRF
744
B. Riley Financial
California
$714K
MWM
745
Mission Wealth Management
California
$711K +$464K +12,020 +193%
OIA
746
Optimum Investment Advisors
Illinois
$707K +$579 +15 +0.1%
CIAS
747
Capital Investment Advisory Services
North Carolina
$707K +$224K +5,790 +47%
RMCM
748
Reynders McVeigh Capital Management
Massachusetts
$699K -$8.5K -220 -1%
OFG
749
Oxford Financial Group
Indiana
$698K
CL
750
CIM LLC
New York
$695K

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.