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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
DW
776
Domani Wealth
Pennsylvania
$595K +$18K +470 +3%
CHC
777
City Holding Co
West Virginia
$594K
AFM
778
Andesa Financial Management
Pennsylvania
$589K +$89.9K +2,350 +18%
CCA
779
Conservest Capital Advisors
Pennsylvania
$583K -$11.9K -310 -2%
SBH
780
Segall Bryant & Hamill
Illinois
$583K
CCM
781
Channing Capital Management
Illinois
$581K -$1.47M -38,300 -71%
WSTAM
782
Wilbanks Smith & Thomas Asset Management
Virginia
$578K +$146K +3,820 +33%
GLA
783
Great Lakes Advisors
Illinois
$575K +$45.9K +1,200 +8%
PWMAG
784
Pinnacle Wealth Management Advisory Group
New Jersey
$570K +$65K +1,700 +13%
SC
785
Savant Capital
Illinois
$569K +$10.1K +265 +2%
TCM
786
Tufton Capital Management
Maryland
$563K -$5.74K -150 -1%
WCWM
787
Wooster Corthell Wealth Management
Connecticut
$561K -$70.4K -1,840 -11%
MLL
788
Moody Lynn & Lieberson
Massachusetts
$560K
CWM
789
Cranbrook Wealth Management
Michigan
$559K
PWM
790
Perigon Wealth Management
California
$558K +$393K +10,270 +223%
CWS
791
Cypress Wealth Services
California
$557K -$12.2K -320 -2%
TIM
792
Tortoise Investment Management
New York
$555K
BI
793
Ballast Inc
Kentucky
$545K +$33.9K +885 +6%
CMP
794
Courage Miller Partners
Virginia
$544K -$4.21K -110 -0.8%
IC
795
Intersect Capital
California
$542K -$324K -8,465 -37%
MC
796
Martin & Co
Tennessee
$541K -$24.9K -650 -4%
ACP
797
Aveo Capital Partners
Colorado
$539K +$88K +2,300 +19%
GMA
798
Goldstein Munger & Associates
California
$537K
WT
799
Washington Trust
Rhode Island
$534K -$7.65K -200 -1%
SC
800
Scholtz & Company
Connecticut
$533K

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.