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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
FFW
901
Fusion Family Wealth
New York
$343K -$3.09K -80 -0.9%
MCM
902
Monument Capital Management
Virginia
$343K +$319K +8,270 +1,575%
BFEC
903
Benjamin F. Edwards & Company
Missouri
$342K +$30.9K +800 +10%
MWAC
904
Mariner Wealth Advisors (Cincinnati)
Ohio
$342K +$56.4K +1,460 +20%
FCH
905
Freestone Capital Holdings
Washington
$340K -$179K -4,635 -35%
MM
906
Main Management
California
$335K +$332K +8,600 New
OFG
907
OmniStar Financial Group
North Carolina
$334K +$7.34K +190 +2%
MCM
908
McRae Capital Management
New Jersey
$332K +$23.4K +605 +8%
MIC
909
Meridian Investment Counsel
California
$327K
S
910
SignatureFD
Georgia
$326K +$103K +2,675 +47%
LDB
911
Lee, Danner & Bass
Tennessee
$324K -$102K -2,650 -24%
BW
912
Bison Wealth
Georgia
$324K +$1.16K +30 +0.4%
VCAM
913
Van Cleef Asset Management
Ohio
$324K +$321K +8,310 New
IWA
914
Intercontinental Wealth Advisors
Texas
$323K
JPG
915
Jordan Park Group
California
$319K -$14.7K -380 -4%
WPC
916
Waters Parkerson & Co
Louisiana
$318K -$966 -25 -0.3%
JIC
917
JRM Investment Counsel
Nebraska
$315K +$312K +8,080 New
MWM
918
Meridian Wealth Management
Kentucky
$314K -$729K -18,880 -70%
NHC
919
Nicholas Hoffman & Company
Georgia
$314K -$9.08K -235 -3%
GD
920
Grandfield & Dodd
New York
$314K +$27.8K +720 +10%
Simplex Trading
921
Simplex Trading
Illinois
$314K +$166K +4,310 +115%
FG
922
Fiduciary Group
Georgia
$313K -$1.93K -50 -0.6%
SBIA
923
Sheaff Brock Investment Advisors
Indiana
$313K +$5.79K +150 +2%
ACP
924
Aveo Capital Partners
Colorado
$312K -$245K -6,345 -44%
W
925
Wealthfront
California
$311K -$25.7K -665 -8%

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.