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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
CPC
876
Congress Park Capital
New York
$372K
PFO
877
Pathstone Family Office
New Jersey
$371K -$13.3K -345 -3%
BFA
878
Bragg Financial Advisors
North Carolina
$371K
SCM
879
Southport Capital Management
Tennessee
$370K +$5.99K +155 +2%
SAM
880
Summit Asset Management
Tennessee
$369K
SVCP
881
Silicon Valley Capital Partners
California
$369K +$1.54K +40 +0.4%
WP
882
WMS Partners
Maryland
$369K +$9.27K +240 +3%
BO
883
Bank OZK
Arkansas
$369K +$14.9K +385 +4%
MCP
884
Mirador Capital Partners
California
$368K
SMH
885
Sanders Morris Harris
Texas
$367K +$112K +2,890 +44%
ANB
886
Amarillo National Bank
Texas
$366K -$44.4K -1,150 -11%
NF
887
Nikulski Financial
Iowa
$362K
DIA
888
Dana Investment Advisors
Wisconsin
$359K
CNB
889
Camden National Bank
Maine
$358K +$355K +9,200 New
BAM
890
Barrett Asset Management
New York
$355K
ACI
891
Alpha Cubed Investments
California
$355K +$145K +3,765 +70%
CYG
892
Clean Yield Group
Vermont
$351K
PWAG
893
Polaris Wealth Advisory Group
California
$350K -$33.4K -865 -8%
GIA
894
Guyasuta Investment Advisors
Pennsylvania
$350K
BA
895
Boston Advisors
Massachusetts
$350K +$24.1K +625 +7%
CA
896
Cornerstone Advisory
Maryland
$348K -$382K -9,900 -53%
SAM
897
SP Asset Management
California
$348K +$335K +8,670 New
MAM
898
Meeder Asset Management
Ohio
$348K +$345K +8,925 New
LNWWM
899
Laird Norton Wetherby Wealth Management
California
$347K
PS
900
Portfolio Strategies
New York
$344K -$10.6K -275 -3%

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.