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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
LA
826
LexAurum Advisors
Kansas
$467K -$193 -5 -0%
TCOO
827
Trust Company of Oklahoma
Oklahoma
$466K +$14.9K +385 +3%
IP
828
Intellectus Partners
California
$465K +$17K +440 +4%
B
829
Brightworth
Georgia
$464K -$65.1K -1,685 -12%
GFPC
830
Global Financial Private Capital
Florida
$463K +$80.9K +2,095 +21%
NAM
831
NorthCoast Asset Management
Connecticut
$459K +$455K +11,780 New
BCM
832
Breiter Capital Management
Florida
$458K
PSF
833
Pacific Sun Financial
California
$458K +$5.79K +150 +1%
RFWA
834
RPg Family Wealth Advisory
Massachusetts
$449K +$179K +4,645 +68%
WCM
835
Wealthcare Capital Management
Virginia
$447K -$18.9K -490 -4%
PFBT
836
Parkside Financial Bank & Trust
Missouri
$445K +$101K +2,615 +30%
G
837
Gainplan
Michigan
$445K +$224K +5,795 +103%
RMC
838
Regis Management Company
California
$442K
MCM
839
Maple Capital Management
Vermont
$439K +$8.5K +220 +2%
FFA
840
First Foundation Advisors
California
$436K -$739K -19,135 -63%
BII
841
Bainco International Investors
Massachusetts
$436K
DBT
842
Dubuque Bank & Trust
Iowa
$435K +$39.6K +1,025 +10%
LIA
843
LS Investment Advisors
Michigan
$434K
LPIC
844
LeJeune Puetz Investment Counsel
Michigan
$434K +$324K +8,375 +302%
WA
845
Winfield Associates
Ohio
$426K +$126K +3,265 +43%
FCB
846
First Command Bank
Texas
$425K
FCFS
847
First Command Financial Services
Texas
$425K
EFS
848
Essex Financial Services
Connecticut
$424K -$1.66M -42,995 -80%
MCM
849
MV Capital Management
Maryland
$423K -$7.73K -200 -2%
ATFA
850
All Terrain Financial Advisors
Minnesota
$422K

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.