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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
HCMT
826
Highland Capital Management (Tennessee)
Tennessee
$830K -$12.5K -325 -1%
TA
827
Townsend & Associates
Colorado
$829K +$34.5K +900 +4%
AP
828
Appleton Partners
Massachusetts
$824K +$1.15K +30 +0.1%
EBT
829
Enterprise Bank & Trust
Massachusetts
$824K +$4.79K +125 +0.6%
AC
830
Abbrea Capital
California
$823K -$14.4K -375 -2%
IP
831
Intellectus Partners
California
$817K +$366K +9,560 +83%
RCA
832
Rowland Carmichael Advisors
Arizona
$807K -$53.7K -1,400 -6%
MBTD
833
Mechanics Bank - Trust Department
California
$805K -$57.5K -1,500 -7%
MIM
834
Marco Investment Management
Georgia
$802K -$32.8K -855 -4%
AWE
835
Avidian Wealth Enterprises
Texas
$800K +$205K +5,350 +35%
PCTC
836
Perkins Coie Trust Company
Washington
$795K
HPC
837
Hobart Private Capital
North Carolina
$793K +$782K +20,405 New
CL
838
CPWM LLC
Washington
$781K +$8.05K +210 +1%
SG
839
StoneX Group
New York
$781K +$15.5K +405 +2%
TCOT
840
Trust Company of Toledo
Ohio
$775K +$48.3K +1,260 +7%
TFS
841
TrustCore Financial Services
Tennessee
$769K +$518K +13,520 +215%
FA
842
Fortis Advisors
Pennsylvania
$767K +$192 +5 +0%
EIA
843
Eldridge Investment Advisors
New Hampshire
$763K -$50K -1,305 -6%
PWM
844
Paulson Wealth Management
Illinois
$763K -$12.8K -335 -2%
Legal & General Group
845
Legal & General Group
United Kingdom
$759K +$195K +5,100 +35%
SHA
846
Seneca House Advisors
Virginia
$751K -$8.81K -230 -1%
OMC
847
Old Mission Capital
Illinois
$737K +$727K +18,980 New
BCM
848
Brookmont Capital Management
Texas
$735K -$958 -25 -0.1%
PWG
849
Private Wealth Group
Florida
$728K
LSPW
850
Lake Street Private Wealth
Illinois
$728K +$352K +9,175 +96%

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.