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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
PWM
776
Paulson Wealth Management
Illinois
$588K -$87.1K -2,255 -13%
BC
777
Bartlett & Co
Ohio
$587K +$55.4K +1,435 +11%
MLL
778
Moody Lynn & Lieberson
Massachusetts
$582K
KA
779
Kovack Advisors
Florida
$579K -$82.3K -2,130 -13%
HL
780
HeadInvest LLC
Maine
$579K +$29.6K +765 +5%
AFM
781
Andesa Financial Management
Pennsylvania
$575K -$35.7K -925 -6%
CMP
782
Courage Miller Partners
Virginia
$570K +$5.21K +135 +0.9%
BI
783
Ballast Inc
Kentucky
$568K
APP
784
Avantax Planning Partners
Iowa
$568K +$42.1K +1,090 +8%
GMA
785
Goldstein Munger & Associates
California
$560K
IC
786
Intersect Capital
California
$555K -$7.53K -195 -1%
MC
787
Martin & Co
Tennessee
$555K -$6.57K -170 -1%
WT
788
Washington Trust
Rhode Island
$554K -$966 -25 -0.2%
SC
789
Scholtz & Company
Connecticut
$554K
MFBTD
790
MB Financial Bank - Trust Department
Illinois
$553K -$87.3K -2,260 -14%
SBWM
791
Sunflower Bank Wealth Management
Arizona
$544K
OCG
792
Opus Capital Group
Ohio
$541K +$2.9K +75 +0.5%
GLA
793
Great Lakes Advisors
Illinois
$536K -$60.5K -1,565 -10%
BA
794
BKS Advisors
Michigan
$532K
FPCG
795
Fort Pitt Capital Group
Pennsylvania
$523K -$519K -13,430 -50%
WCWM
796
Wooster Corthell Wealth Management
Connecticut
$521K -$61.6K -1,595 -11%
CAG
797
Csenge Advisory Group
Florida
$521K +$173K +4,475 +50%
HBWM
798
Hollow Brook Wealth Management
New York
$520K
DY
799
Dowling & Yahnke
California
$520K +$49.6K +1,285 +11%
CCB
800
Cutter & Co Brokerage
Missouri
$519K -$25.9K -670 -5%

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.