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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
DCM
751
Delpha Capital Management
New York
$658K +$671K +17,540 New
PCMK
752
Paragon Capital Management (Kansas)
Kansas
$657K -$7.08K -185 -1%
MCM
753
Mitchell Capital Management
Kansas
$653K -$344K -8,990 -34%
BCM
754
Brookmont Capital Management
Texas
$653K +$43.8K +1,145 +7%
PWM
755
Paulson Wealth Management
Illinois
$650K +$20.8K +545 +3%
HS
756
Huntington Steele
Pennsylvania
$648K +$574 +15 +0.1%
FC
757
Financial Consulate
Maryland
$640K +$196K +5,115 +43%
GWS
758
Glassman Wealth Services
Virginia
$639K -$59.5K -1,555 -8%
KA
759
Kovack Advisors
Florida
$637K +$3.06K +80 +0.5%
CF
760
Centaurus Financial
California
$636K +$76.5K +2,000 +13%
SMC
761
Smith, Moore & Co
Missouri
$629K +$61.4K +1,605 +11%
SCA
762
STALEY CAPITAL ADVISERS
Pennsylvania
$626K
CBU
763
CIBC Bank USA
Illinois
$623K -$110K -2,880 -15%
DIA
764
Denver Investment Advisors
Colorado
$623K -$23.9K -625 -4%
CBT
765
Capital Bank & Trust
California
$621K -$204K -5,320 -24%
TCB
766
Texas Capital Bancshares
Texas
$620K +$290K +7,575 +85%
MFBTD
767
MB Financial Bank - Trust Department
Illinois
$617K +$150K +3,915 +31%
SG
768
StoneX Group
New York
$616K +$85.5K +2,235 +16%
AIA
769
Allegis Investment Advisors
Idaho
$612K -$689K -18,015 -52%
RWA
770
Ropes Wealth Advisors
Massachusetts
$610K -$153K -4,000 -20%
AP
771
Appleton Partners
Massachusetts
$610K
MAM
772
Marquette Asset Management
Minnesota
$605K
IIM
773
Ipswich Investment Management
Massachusetts
$603K -$53K -1,385 -8%
CG
774
Caprock Group
Idaho
$602K -$480K -12,555 -44%
BTW
775
Boston Trust Walden
Massachusetts
$601K

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.