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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
SWM
926
Segment Wealth Management
Texas
$311K +$25.1K +650 +9%
DSN
927
D. Scott Neal
Kentucky
$307K
ACG
928
Allen Capital Group
Nebraska
$306K -$11.4K -295 -4%
OAM
929
Oak Asset Management
California
$306K +$24.9K +645 +9%
SFG
930
SevenBridge Financial Group
Pennsylvania
$305K
MCIA
931
Mountain Capital Investment Advisors
Colorado
$302K +$77.1K +1,995 +35%
NCM
932
Noesis Capital Mangement
Florida
$299K
EA
933
Elm Advisors
California
$296K
LAIC
934
Lederer & Associates Investment Counsel
California
$295K
PAM
935
Peak Asset Management
Colorado
$295K
GC
936
Gibson Capital
Pennsylvania
$293K
SC
937
Scotia Capital
Ontario, Canada
$292K +$16.4K +425 +6%
MS
938
Marshall & Sullivan
Washington
$292K
BFG
939
Barber Financial Group
Kansas
$290K -$8.5K -220 -3%
MFW
940
Mosaic Family Wealth
Missouri
$290K +$102K +2,635 +55%
ECM
941
Evergreen Capital Management
Washington
$286K -$67.6K -1,750 -19%
SYBT
942
Stock Yards Bank & Trust
Kentucky
$286K -$13.9K -360 -5%
RCM
943
Radnor Capital Management
Pennsylvania
$284K
TSW
944
Thompson Siegel & Walmsley
Virginia
$282K
VCM
945
Vivaldi Capital Management
Illinois
$281K
JPMIA
946
J.P. Marvel Investment Advisors
Massachusetts
$280K
FLI
947
Family Legacy Inc
South Carolina
$279K +$4.64K +120 +2%
SAM
948
Silvercrest Asset Management
New York
$278K +$2.9K +75 +1%
KP
949
Keel Point
Alabama
$277K +$275K +7,115 New
CANC
950
Culbertson A N & Co
Virginia
$276K

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.