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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
CCFM
876
Clear Creek Financial Management
Washington
$650K +$642K +16,750 New
ACP
877
Aveo Capital Partners
Colorado
$647K +$226K +5,890 +56%
SDWMA
878
Schneider Downs Wealth Management Advisors
Pennsylvania
$643K +$208K +5,435 +49%
LWANC
879
Laurel Wealth Advisors (North Carolina)
North Carolina
$641K -$68.4K -1,785 -10%
MCIA
880
Mountain Capital Investment Advisors
Colorado
$636K +$218K +5,695 +51%
BWAM
881
Boyd Watterson Asset Management
Ohio
$635K +$1.73K +45 +0.3%
TCM
882
Tufton Capital Management
Maryland
$633K +$4.41K +115 +0.7%
BA
883
Ballew Advisors
Mississippi
$632K +$69.8K +1,820 +13%
NF
884
Nikulski Financial
Iowa
$628K +$15.3K +400 +3%
WCM
885
Wealthcare Capital Management
Virginia
$622K -$13.8K -360 -2%
CI
886
Cambiar Investors
Colorado
$622K +$219K +5,725 +56%
TIA
887
Tiemann Investment Advisors
California
$620K +$1.53K +40 +0.3%
HL
888
HeadInvest LLC
Maine
$620K +$2.68K +70 +0.4%
PWMAG
889
Pinnacle Wealth Management Advisory Group
New Jersey
$619K +$34.5K +900 +6%
OAM
890
Oak Asset Management
California
$618K +$147K +3,830 +32%
SC
891
Scotia Capital
Ontario, Canada
$616K -$124K -3,235 -17%
MAM
892
Marquette Asset Management
Minnesota
$616K
CG
893
Caprock Group
Idaho
$614K -$30.1K -785 -5%
FCFC
894
First Commonwealth Financial Corp
Pennsylvania
$614K
FIB
895
First Interstate Bank
Montana
$613K -$39.5K -1,030 -6%
CMP
896
Courage Miller Partners
Virginia
$611K +$4.22K +110 +0.7%
RWA
897
Ropes Wealth Advisors
Massachusetts
$607K +$15.5K +405 +3%
CNB
898
Camden National Bank
Maine
$607K +$33.7K +880 +6%
FPCG
899
Fort Pitt Capital Group
Pennsylvania
$603K -$85.7K -2,235 -13%
FWSM
900
First Wilshire Securities Management
California
$602K -$220K -5,750 -27%

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.