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iShares Core S&P Mid-Cap ETF

1,289 hedge funds and large institutions have $34.9B invested in iShares Core S&P Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 575 increasing their positions, 455 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,769% more call options, than puts

Call options by funds: $171M | Put options by funds: $4.41M

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

26% more repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 455

2.67% more ownership

Funds ownership: 345.39%348.06% (+2.7%)

4% more capital invested

Capital invested by funds: $33.5B → $34.9B (+$1.33B)

0% more funds holding

Funds holding: 1,2841,289 (+5)

3% less funds holding in top 10

Funds holding in top 10: 253246 (-7)

Holders
1,289
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
28%
Holding in Top 10
246
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.77%
% of All Funds
5.34%
New
70
Increased
575
Reduced
455
Closed
50
Calls
$171M
Puts
$4.41M
Net Calls
+$166M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
776
GS Investments
Minnesota
$1.02M +$148K +3,860 +17%
CIAS
777
Capital Investment Advisory Services
North Carolina
$1.01M +$105K +2,745 +12%
EF
778
Empirical Finance
Pennsylvania
$1.01M -$2.68K -70 -0.3%
TNB
779
Thomasville National Bank
Georgia
$1.01M -$2.68K -70 -0.3%
PFS
780
Prospera Financial Services
Texas
$1M -$43.5K -1,135 -4%
GT
781
Glenview Trust
Kentucky
$1M -$24.3K -635 -2%
PPP
782
Private Portfolio Partners
New Jersey
$1M -$45.2K -1,180 -4%
BCM
783
Brasada Capital Management
Texas
$995K -$28.9K -755 -3%
HF
784
HRT Financial
New York
$991K +$978K +25,520 New
LFPWM
785
Leicht Financial Planning & Wealth Management
New Jersey
$984K +$19K +495 +2%
SAM
786
Seelaus Asset Management
New Jersey
$976K -$88.5K -2,310 -8%
BWCS
787
Beirne Wealth Consulting Services
Connecticut
$976K
SFSIG
788
San Francisco Sentry Investment Group
California
$972K -$14.9K -390 -2%
BBHC
789
Brown Brothers Harriman & Co
New York
$943K +$182K +4,745 +24%
9WM
790
9258 Wealth Management
Ohio
$942K +$198K +5,160 +27%
RC
791
RegentAtlantic Capital
New Jersey
$932K -$3.45K -90 -0.4%
Neuberger Berman Group
792
Neuberger Berman Group
New York
$922K +$96.2K +2,510 +12%
WJA
793
Williams Jones & Associates
New York
$919K +$389K +10,150 +75%
MFT
794
Moisand Fitzgerald Tamayo
Florida
$917K -$9.58K -250 -1%
MWM
795
Mission Wealth Management
California
$916K +$13K +340 +1%
PIMG
796
Patriot Investment Management Group
Tennessee
$914K -$41.8K -1,090 -4%
Lido Advisors
797
Lido Advisors
California
$912K +$59.4K +1,550 +7%
VCP
798
Vista Capital Partners
Oregon
$910K +$898K +23,430 New
KLCM
799
KG&L Capital Management
Louisiana
$906K -$4.79K -125 -0.5%
PWA
800
Peterson Wealth Advisors
Utah
$904K +$19.2K +500 +2%

IJH Hedge Fund Activity: Q2 2019 in Review

1,289 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2019, worth a combined $34.9B — up 4% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IJH positions and 50 closed out — a net gain of 20 holders — while 575 added to existing stakes and 455 trimmed.

The largest buyer was Ameriprise, adding an estimated $167M. The largest seller was Citigroup, cutting an estimated $60.1M.

  • 1,289 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2019, up from 1,284 in Q1 2019.
  • Funds reported $34.9B of iShares Core S&P Mid-Cap ETF stock for Q2 2019, up 4% quarter-over-quarter.
  • 70 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2019 and 50 closed out, a net change of +20 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2019 was Ameriprise, an estimated $167M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2019 was Citigroup, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2019.