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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
SCM
801
Sterling Capital Management
North Carolina
$900K +$21.3K +555 +2%
BFS
802
Bradley Foster & Sargent
Connecticut
$899K -$177K -4,620 -17%
CW
803
CreativeOne Wealth
Kansas
$893K +$95.6K +2,495 +12%
CF
804
Centaurus Financial
California
$888K +$728K +19,000 +494%
GTAM
805
Global Trust Asset Management
Florida
$880K -$6.71K -175 -0.8%
OFG
806
Oxford Financial Group
Indiana
$880K
IIM
807
Ipswich Investment Management
Massachusetts
$879K -$14.9K -390 -2%
CAL
808
Capital Advisors Ltd
Ohio
$879K +$2.68K +70 +0.3%
IC
809
Intersect Capital
California
$879K +$6.13K +160 +0.7%
ST
810
Spinnaker Trust
Maine
$878K
SBA
811
Secrest Blakey & Associates
North Carolina
$876K -$4.41K -115 -0.5%
KCP
812
KDI Capital Partners
North Carolina
$875K +$41.6K +1,085 +5%
FMC
813
First Merchants Corp
Indiana
$868K
SCP
814
Shorepoint Capital Partners
Massachusetts
$864K +$2.68K +70 +0.3%
BC
815
Bartlett & Co
Ohio
$862K
BCWM
816
Bartlett & Co Wealth Management
Ohio
$862K
MWP
817
MYCIO Wealth Partners
Pennsylvania
$860K +$235K +6,125 +38%
BB
818
Busey Bank
Illinois
$859K -$958 -25 -0.1%
VCA
819
Verdence Capital Advisors
Maryland
$856K
ACM
820
Allred Capital Management
Texas
$847K +$23.4K +610 +3%
CG
821
Corundum Group
Colorado
$846K
RFN
822
RDA Financial Network
Iowa
$842K +$6.9K +180 +0.8%
ACM
823
Ategra Capital Management
Virginia
$841K -$56.1K -1,465 -6%
OWA
824
Outlook Wealth Advisors
Texas
$837K +$608K +15,860 +280%
QAM
825
QCI Asset Management
New York
$832K -$7.09K -185 -0.9%

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.