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iShares Core S&P Mid-Cap ETF

1,285 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 572 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,216% more call options, than puts

Call options by funds: $168M | Put options by funds: $3.9M

56% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 64

23% more repeat investments, than reductions

Existing positions increased: 572 | Existing positions reduced: 464

15% more capital invested

Capital invested by funds: $29.1B → $33.5B (+$4.38B)

2% more funds holding

Funds holding: 1,2661,285 (+19)

1% more funds holding in top 10

Funds holding in top 10: 250253 (+3)

2.2% less ownership

Funds ownership: 347.59%345.39% (-2.2%)

Holders
1,285
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
572
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Change in
Stake
DY
751
Dowling & Yahnke
California
$1.07M +$541K +14,645 +107%
ACG
752
Allen Capital Group
Nebraska
$1.07M +$44.1K +1,195 +4%
PIA
753
Pinion Investment Advisors
Kansas
$1.07M +$59.1K +1,600 +6%
AF
754
Advisornet Financial
Minnesota
$1.06M -$303K -8,195 -23%
BCI
755
Brinker Capital Investments
Pennsylvania
$1.06M -$125K -3,380 -11%
BCM
756
BTC Capital Management
Iowa
$1.06M -$70.4K -1,905 -6%
SLG
757
Stanley-Laman Group
Pennsylvania
$1.05M +$43.6K +1,180 +4%
BFS
758
Bradley Foster & Sargent
Connecticut
$1.05M +$171K +4,630 +20%
NFG
759
Next Financial Group
Texas
$1.05M -$5.31M -143,865 -84%
NFH
760
NEXT Financial Holdings
Texas
$1.05M +$1.02M +27,730 New
FFW
761
Fusion Family Wealth
New York
$1.05M -$631K -17,080 -38%
BRM
762
Boston Research & Management
Massachusetts
$1.05M +$83.6K +2,265 +9%
PFS
763
Prospera Financial Services
Texas
$1.05M +$158K +4,285 +19%
SAM
764
Seelaus Asset Management
New Jersey
$1.04M -$186K -5,035 -16%
LCOV
765
London Company of Virginia
Virginia
$1.03M -$30.7M -832,445 -97%
WAM
766
Weatherly Asset Management
California
$1.02M -$318K -8,620 -24%
PPP
767
Private Portfolio Partners
New Jersey
$1.02M -$424K -11,485 -30%
TCM
768
Tradition Capital Management
New Jersey
$1.02M +$7.39K +200 +0.7%
Axa
769
Axa
France
$1.02M +$281K +7,600 +39%
EAM
770
Evanson Asset Management
California
$1M
GT
771
Glenview Trust
Kentucky
$1M -$45.1K -1,220 -4%
PL
772
Plancorp LLC
Missouri
$994K
GC
773
Grace Capital
Massachusetts
$991K
KA
774
Kovack Advisors
Florida
$991K +$260K +7,030 +37%
BCM
775
Brasada Capital Management
Texas
$990K -$89.2K -2,415 -8%

IJH Hedge Fund Activity: Q1 2019 in Review

1,285 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2019, worth a combined $33.5B — up 15% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IJH positions and 64 closed out — a net gain of 36 holders — while 572 added to existing stakes and 464 trimmed.

The largest buyer was Schroders, opening a new position worth an estimated $187M. The largest seller was Ameriprise, cutting an estimated $232M.

  • 1,285 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2019, up from 1,266 in Q4 2018.
  • Funds reported $33.5B of iShares Core S&P Mid-Cap ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 100 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2019 and 64 closed out, a net change of +36 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2019 was Schroders, an estimated $187M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2019 was Ameriprise, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2019.