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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
ST
801
Spinnaker Trust
Maine
$856K
CAL
802
Capital Advisors Ltd
Ohio
$854K -$8.68K -235 -1%
IC
803
Intersect Capital
California
$851K +$5.72K +155 +0.7%
FMC
804
First Merchants Corp
Indiana
$846K -$67.8K -1,835 -8%
DWT
805
Dorsey & Whitney Trust
South Dakota
$845K -$20.3K -550 -2%
GI
806
GS Investments
Minnesota
$844K +$58.5K +1,585 +8%
RFN
807
RDA Financial Network
Iowa
$843K +$794K +21,490 New
MBTD
808
Mechanics Bank - Trust Department
California
$842K +$5.54K +150 +0.7%
VOYA Investment Management
809
VOYA Investment Management
Georgia
$840K -$27.9K -755 -3%
RCA
810
Rowland Carmichael Advisors
Arizona
$840K -$27.3K -740 -3%
BC
811
Bartlett & Co
Ohio
$840K -$10.5K -285 -1%
BCWM
812
Bartlett & Co Wealth Management
Ohio
$840K -$10.5K -285 -1%
SCP
813
Shorepoint Capital Partners
Massachusetts
$839K +$818K +22,155 New
BB
814
Busey Bank
Illinois
$838K +$10.3K +280 +1%
WWM
815
Willingdon Wealth Management
North Carolina
$838K +$41.9K +1,135 +5%
VCA
816
Verdence Capital Advisors
Maryland
$835K +$41K +1,110 +5%
Lido Advisors
817
Lido Advisors
California
$830K +$58.7K +1,590 +8%
CC
818
Cadinha & Co
Hawaii
$827K +$5.72K +155 +0.7%
BRWM
819
B. Riley Wealth Management
Tennessee
$827K +$64.6K +1,750 +9%
CG
820
Corundum Group
Colorado
$825K -$43.4K -1,175 -5%
AFM
821
Andesa Financial Management
Pennsylvania
$824K +$384K +10,390 +91%
HCMT
822
Highland Capital Management (Tennessee)
Tennessee
$821K +$22.2K +600 +3%
QAM
823
QCI Asset Management
New York
$818K -$12.7K -345 -2%
AC
824
Abbrea Capital
California
$817K
MIM
825
Marco Investment Management
Georgia
$814K -$14.8K -400 -2%

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.