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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
AP
751
Appleton Partners
Massachusetts
$691K +$56.8K +1,470 +9%
PEA
752
Pacific Edge Advisors
California
$686K +$230K +5,950 +51%
B
753
Bellecapital
Switzerland
$685K
ABTD
754
Arvest Bank Trust Division
Oklahoma
$668K -$186K -4,825 -22%
Barclays
755
Barclays
United Kingdom
$668K +$122K +3,150 +23%
GWS
756
Glassman Wealth Services
Virginia
$664K
SFSIG
757
San Francisco Sentry Investment Group
California
$658K -$322K -8,340 -33%
SCA
758
STALEY CAPITAL ADVISERS
Pennsylvania
$651K
CBT
759
Capital Bank & Trust
California
$645K
CBU
760
CIBC Bank USA
Illinois
$643K -$3.86K -100 -0.6%
WJA
761
Williams Jones & Associates
New York
$640K -$173K -4,490 -21%
TCM
762
Tufton Capital Management
Maryland
$634K +$49.1K +1,270 +8%
HIMC
763
Heritage Investors Management Corp
Maryland
$631K +$626K +16,200 New
MAM
764
Marquette Asset Management
Minnesota
$629K
CG
765
Caprock Group
Idaho
$626K -$1.74K -45 -0.3%
BTW
766
Boston Trust Walden
Massachusetts
$624K
DW
767
Domani Wealth
Pennsylvania
$618K
PCIA
768
Prime Capital Investment Advisors
Kansas
$611K +$136K +3,515 +29%
CCA
769
Conservest Capital Advisors
Pennsylvania
$606K
CCM
770
Channing Capital Management
Illinois
$604K
WSTAM
771
Wilbanks Smith & Thomas Asset Management
Virginia
$600K
CWS
772
Cypress Wealth Services
California
$595K +$16.2K +420 +3%
SC
773
Savant Capital
Illinois
$591K
BCWM
774
Bartlett & Co Wealth Management
Ohio
$590K +$55.4K +1,435 +11%
MCM
775
Mitchell Capital Management
Kansas
$588K -$89K -2,305 -13%

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.