We are live on ! Find out more
IJH icon

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
OFG
726
Omega Financial Group
California
$1.28M +$7.28K +190 +0.6%
FNBOSM
727
First National Bank of South Miami
Florida
$1.28M +$10.3K +270 +0.8%
EAM
728
Evanson Asset Management
California
$1.28M +$245K +6,390 +24%
AFC
729
AFT Forsyth & Company
Florida
$1.27M +$3.26K +85 +0.3%
RI
730
RPTC Inc
Wyoming
$1.27M +$5.37K +140 +0.4%
PCA
731
Providence Capital Advisors
North Carolina
$1.27M +$32.8K +855 +3%
TI
732
Truepoint Inc
Ohio
$1.27M -$767 -20 -0.1%
RMCM
733
Reynders McVeigh Capital Management
Massachusetts
$1.27M
BUB
734
BBVA USA Bancshares
Texas
$1.26M +$4.41K +115 +0.4%
PWM
735
PRW Wealth Management
Massachusetts
$1.26M
JWS
736
Juncture Wealth Strategies
Arizona
$1.26M -$144K -3,750 -10%
DE
737
Day & Ennis
Georgia
$1.24M -$52.5K -1,370 -4%
EWM
738
Endurance Wealth Management
Rhode Island
$1.24M +$55.2K +1,440 +5%
CSIC
739
Clifford Swan Investment Counsel
California
$1.23M -$1.73K -45 -0.1%
RG
740
Rikoon Group
New Mexico
$1.23M +$4.02K +105 +0.3%
BW
741
Bison Wealth
Georgia
$1.22M -$3.26K -85 -0.3%
GC
742
Grace Capital
Massachusetts
$1.22M +$200K +5,210 +20%
FNT
743
First Nebraska Trust
Nebraska
$1.22M +$64.8K +1,690 +6%
BHBT
744
Burke & Herbert Bank & Trust
Virginia
$1.21M +$37.2K +970 +3%
RWMH
745
Riverpoint Wealth Management Holdings
Illinois
$1.21M -$91.2K -2,380 -7%
AF
746
Advisornet Financial
Minnesota
$1.21M +$117K +3,060 +11%
FHA
747
Flagship Harbor Advisors
Massachusetts
$1.2M -$745K -19,440 -39%
DSC
748
Duncker Streett & Co
Missouri
$1.19M +$1.53K +40 +0.1%
CGFA
749
Colton Groome Financial Advisors
North Carolina
$1.19M +$1.17M +30,655 New
CCA
750
Clearwater Capital Advisors
Illinois
$1.17M -$212K -5,525 -15%

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.