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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
TC
851
Trust Company
Kansas
$415K +$966 +25 +0.2%
PIA
852
Pinion Investment Advisors
Kansas
$415K +$193K +4,995 +88%
ECM
853
EagleClaw Capital Management
Massachusetts
$412K
MPI
854
Mairs & Power Inc
Minnesota
$410K -$4.83K -125 -1%
VDI
855
Vaughan David Investments
Illinois
$409K -$463K -11,985 -53%
TTWM
856
TCV Trust & Wealth Management
Virginia
$409K -$30.9K -800 -7%
BCI
857
Brinker Capital Investments
Pennsylvania
$408K +$38.2K +990 +10%
GFP
858
Gryphon Financial Partners
Ohio
$405K -$6.95K -180 -2%
CA
859
CapWealth Advisors
Tennessee
$405K
TB
860
Terril Brothers
Missouri
$400K
EC
861
Estate Counselors
Wisconsin
$398K -$27K -700 -6%
SDWMA
862
Schneider Downs Wealth Management Advisors
Pennsylvania
$397K +$394K +10,195 New
CGA
863
Crescent Grove Advisors
Illinois
$395K +$90.2K +2,335 +30%
CI
864
Cambiar Investors
Colorado
$394K -$19.5K -505 -5%
DCM
865
Dimension Capital Management
Florida
$392K -$44.4K -1,150 -10%
SMFS
866
Squar Milner Financial Services
California
$391K
WGCA
867
Wolf Group Capital Advisors
Virginia
$388K -$116K -2,990 -23%
VIA
868
Vantage Investment Advisors
Pennsylvania
$387K -$8.11K -210 -2%
GG
869
GenWealth Group
New Jersey
$383K -$8.88K -230 -2%
BFPW
870
BOK Financial Private Wealth
Colorado
$383K
PFA
871
Pathway Financial Advisors
Vermont
$380K
CWM
872
Concentric Wealth Management
California
$378K -$3.86K -100 -1%
HH
873
HWG Holdings
Texas
$377K +$373K +9,665 New
NWP
874
Northstar Wealth Partners
Connecticut
$375K
TH
875
TCTC Holdings
Texas
$374K

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.