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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
MWM
851
Merriman Wealth Management
Washington
$711K -$66.1K -1,790 -9%
PWG
852
Private Wealth Group
Florida
$709K -$111K -3,000 -14%
DBT
853
Dubuque Bank & Trust
Iowa
$709K
TCOT
854
Trust Company of Toledo
Ohio
$708K -$923 -25 -0.1%
SC
855
SouthState Corp
Florida
$704K
BFPW
856
BOK Financial Private Wealth
Colorado
$703K +$69.8K +1,890 +11%
LWCFA
857
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$701K +$12K +325 +2%
TW
858
TrinityPoint Wealth
Connecticut
$698K -$17.5K -475 -3%
NSIM
859
North Star Investment Management
Illinois
$693K -$10.7K -290 -2%
TNBTD
860
Trustmark National Bank Trust Department
Mississippi
$692K -$4.62K -125 -0.7%
LWANC
861
Laurel Wealth Advisors (North Carolina)
North Carolina
$692K
CA
862
Claro Advisors
Massachusetts
$685K +$94K +2,545 +16%
GJIC
863
Gamble Jones Investment Counsel
California
$680K -$11.1K -300 -2%
WGCA
864
Wolf Group Capital Advisors
Virginia
$679K +$105K +2,850 +19%
LA
865
Legacy Advisors
Pennsylvania
$678K +$330K +8,945 +100%
CL
866
CIM LLC
New York
$676K
FPCG
867
Fort Pitt Capital Group
Pennsylvania
$672K -$1.01M -27,280 -61%
AFP
868
Ausdal Financial Partners
Iowa
$672K -$19.8K -535 -3%
CHC
869
City Holding Co
West Virginia
$672K +$162K +4,380 +33%
WCWM
870
Wooster Corthell Wealth Management
Connecticut
$666K -$38K -1,030 -6%
B
871
Bellecapital
Switzerland
$666K
DP
872
Dearborn Partners
Illinois
$665K +$32.5K +880 +5%
AF
873
Alerus Financial
North Dakota
$663K -$531K -14,390 -45%
SC
874
Savant Capital
Illinois
$661K -$261K -7,055 -29%
BTW
875
Boston Trust Walden
Massachusetts
$644K

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.