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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
CIA
901
Choate Investment Advisors
Massachusetts
$602K
GWS
902
Glassman Wealth Services
Virginia
$599K
GG
903
GenWealth Group
New Jersey
$594K +$191K +4,980 +48%
BS
904
Boenning & Scattergood
Pennsylvania
$591K +$62.1K +1,620 +12%
FNC
905
First National Corp
Massachusetts
$589K +$74.7K +1,950 +15%
MLL
906
Moody Lynn & Lieberson
Massachusetts
$587K
HIM
907
Hanlon Investment Management
New Jersey
$581K +$75.5K +1,970 +15%
APP
908
Avantax Planning Partners
Iowa
$579K -$17.1K -445 -3%
FG
909
Fiduciary Group
Georgia
$576K +$3.07K +80 +0.5%
TA
910
TFG Advisers
Michigan
$571K +$4.6K +120 +0.8%
BI
911
Ballast Inc
Kentucky
$568K -$1.73K -45 -0.3%
PIA
912
Pinion Investment Advisors
Kansas
$567K -$522K -13,625 -48%
B
913
Bridgeworth
Alabama
$562K -$187K -4,870 -25%
GMA
914
Goldstein Munger & Associates
California
$556K
SC
915
Scholtz & Company
Connecticut
$552K
PSF
916
Pacific Sun Financial
California
$550K +$543K +14,155 New
DSA
917
Droms Strauss Advisors
Missouri
$549K +$383 +10 +0.1%
TSWM
918
Triangle Securities Wealth Management
North Carolina
$549K +$29.5K +770 +6%
FFN
919
Focus Financial Network
Minnesota
$549K +$60K +1,565 +12%
PGAM
920
Princeton Global Asset Management
New Jersey
$544K
SBWM
921
Sunflower Bank Wealth Management
Arizona
$543K
PEA
922
Pacific Edge Advisors
California
$540K -$28.7K -750 -5%
AWM
923
Apollon Wealth Management
South Carolina
$540K -$192 -5 -0%
JIC
924
Joel Isaacson & Co
New York
$539K
DWM
925
Doyle Wealth Management
Florida
$532K -$4.98K -130 -0.9%

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.