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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
SC
851
Savant Capital
Illinois
$726K +$47.7K +1,245 +7%
TNBTD
852
Trustmark National Bank Trust Department
Mississippi
$724K +$14.9K +390 +2%
LWCFA
853
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$719K
WGCA
854
Wolf Group Capital Advisors
Virginia
$717K +$19.9K +520 +3%
NSIM
855
North Star Investment Management
Illinois
$711K
CAM
856
Congress Asset Management
Massachusetts
$709K -$261K -6,810 -27%
TW
857
TrinityPoint Wealth
Connecticut
$705K -$24K -625 -3%
ECM
858
ETrade Capital Management
Virginia
$705K +$696K +18,155 New
American Century Companies
859
American Century Companies
Missouri
$699K +$270K +7,055 +64%
MCM
860
Mitchell Capital Management
Kansas
$695K -$83.6K -2,180 -11%
CBT
861
Capital Bank & Trust
California
$695K +$50.8K +1,325 +8%
CL
862
CIM LLC
New York
$694K
PFO
863
Pathstone Family Office
New Jersey
$693K +$61.1K +1,595 +10%
DP
864
Dearborn Partners
Illinois
$692K +$9.77K +255 +1%
TP
865
Tranquility Partners
Tennessee
$691K +$682K +17,785 New
B
866
Bellecapital
Switzerland
$683K
CA
867
Claro Advisors
Massachusetts
$676K -$26.3K -685 -4%
DBT
868
Dubuque Bank & Trust
Iowa
$673K -$52.9K -1,380 -7%
GJIC
869
Gamble Jones Investment Counsel
California
$668K -$28.7K -750 -4%
AFP
870
Ausdal Financial Partners
Iowa
$665K -$37.6K -980 -6%
PCA
871
Personal Capital Advisors
California
$662K -$81.6K -2,130 -11%
WCWM
872
Wooster Corthell Wealth Management
Connecticut
$661K -$22.4K -585 -3%
BTW
873
Boston Trust Walden
Massachusetts
$661K
CCA
874
Cobblestone Capital Advisors
New York
$655K
BFM
875
Boothbay Fund Management
New York
$653K +$644K +16,805 New

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.