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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
TNB
776
Thomasville National Bank
Georgia
$989K -$69.2K -1,875 -7%
EF
777
Empirical Finance
Pennsylvania
$988K -$369 -10 -0%
SFSIG
778
San Francisco Sentry Investment Group
California
$963K -$5.17K -140 -0.5%
BWCS
779
Beirne Wealth Consulting Services
Connecticut
$952K
CAM
780
Congress Asset Management
Massachusetts
$949K -$1.1M -29,810 -54%
VWM
781
Venturi Wealth Management
Texas
$948K -$68.5K -1,855 -7%
CWM
782
Calamos Wealth Management
Illinois
$943K -$10.8M -292,365 -92%
LFPWM
783
Leicht Financial Planning & Wealth Management
New Jersey
$941K -$274K -7,415 -23%
PIMG
784
Patriot Investment Management Group
Tennessee
$932K +$909K +24,625 New
LFG
785
LifePlan Financial Group
Ohio
$921K -$5.36K -145 -0.6%
RC
786
RegentAtlantic Capital
New Jersey
$912K -$124K -3,350 -12%
HR
787
Hayden Royal
North Carolina
$905K +$274K +7,425 +45%
MFT
788
Moisand Fitzgerald Tamayo
Florida
$903K +$3.69K +100 +0.4%
PWA
789
Peterson Wealth Advisors
Utah
$894K -$136K -3,690 -14%
CIAS
790
Capital Investment Advisory Services
North Carolina
$889K +$34.5K +935 +4%
KLCM
791
KG&L Capital Management
Louisiana
$888K -$369 -10 -0%
MWM
792
Mission Wealth Management
California
$881K -$86.6K -2,345 -9%
ACM
793
Ategra Capital Management
Virginia
$875K +$853K +23,110 New
IIM
794
Ipswich Investment Management
Massachusetts
$872K +$19.4K +525 +2%
MFBTD
795
MB Financial Bank - Trust Department
Illinois
$866K +$50.2K +1,360 +6%
GTAM
796
Global Trust Asset Management
Florida
$864K -$408K -11,050 -33%
SBA
797
Secrest Blakey & Associates
North Carolina
$858K -$290K -7,860 -26%
OFG
798
Oxford Financial Group
Indiana
$858K +$249K +6,750 +42%
RMC
799
Regis Management Company
California
$858K +$419K +11,335 +100%
SCM
800
Sterling Capital Management
North Carolina
$857K -$1.19M -32,120 -59%

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.