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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
MLL
901
Moody Lynn & Lieberson
Massachusetts
$572K +$6.46K +175 +1%
BA
902
Ballew Advisors
Mississippi
$570K +$226K +6,130 +74%
PWMAG
903
Pinnacle Wealth Management Advisory Group
New Jersey
$569K +$51.3K +1,390 +10%
BA
904
Boston Advisors
Massachusetts
$566K +$172K +4,650 +45%
FG
905
Fiduciary Group
Georgia
$559K +$9.6K +260 +2%
CNB
906
Camden National Bank
Maine
$559K +$33.2K +900 +6%
M
907
MOTCO
Texas
$558K +$9.79K +265 +2%
PEA
908
Pacific Edge Advisors
California
$555K -$109K -2,950 -17%
BI
909
Ballast Inc
Kentucky
$555K -$8.49K -230 -2%
TA
910
TFG Advisers
Michigan
$553K +$9.42K +255 +2%
Legal & General Group
911
Legal & General Group
United Kingdom
$546K -$1.72M -46,450 -76%
AFNAS
912
American Financial Network Advisory Services
California
$546K -$923 -25 -0.2%
GMA
913
Goldstein Munger & Associates
California
$543K
SC
914
Scholtz & Company
Connecticut
$538K
DSA
915
Droms Strauss Advisors
Missouri
$534K -$96.4K -2,610 -16%
DWM
916
Doyle Wealth Management
Florida
$534K +$185 +5 +0%
PGAM
917
Princeton Global Asset Management
New Jersey
$530K +$108K +2,925 +26%
SBWM
918
Sunflower Bank Wealth Management
Arizona
$529K
MC
919
Martin & Co
Tennessee
$528K -$15.7K -425 -3%
AWM
920
Apollon Wealth Management
South Carolina
$527K -$215K -5,830 -30%
JIC
921
Joel Isaacson & Co
New York
$526K +$68.3K +1,850 +15%
CBU
922
CIBC Bank USA
Illinois
$525K -$26.6K -720 -5%
SBSB
923
Sullivan, Bruyette, Speros & Blaney
Virginia
$523K -$196K -5,300 -28%
ZB
924
Zions Bancorporation
Utah
$519K +$506K +13,690 New
NFC
925
Northeast Financial Consultants
Connecticut
$517K +$504K +13,635 New

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.