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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
VAS
926
Vestmark Advisory Solutions
Massachusetts
$515K +$502K +13,595 New
BS
927
Boenning & Scattergood
Pennsylvania
$514K -$137K -3,710 -21%
WJA
928
Williams Jones & Associates
New York
$511K -$65.9K -1,785 -12%
SWAG
929
Spectrum Wealth Advisory Group
California
$509K +$496K +13,440 New
AIA
930
Armor Investment Advisors
North Carolina
$507K
TSWM
931
Triangle Securities Wealth Management
North Carolina
$506K -$9.23K -250 -2%
OCG
932
Opus Capital Group
Ohio
$505K -$2.77K -75 -0.6%
HBWM
933
Hollow Brook Wealth Management
New York
$505K
GLA
934
Great Lakes Advisors
Illinois
$504K -$105K -2,845 -18%
GCA
935
Greenwood Capital Associates
South Carolina
$502K -$4.62K -125 -0.9%
OIA
936
Optimum Investment Advisors
Illinois
$501K -$16.8K -455 -3%
CANC
937
Culbertson A N & Co
Virginia
$501K +$4.62K +125 +1%
FNC
938
First National Corp
Massachusetts
$500K -$46.3K -1,255 -9%
DW
939
Domani Wealth
Pennsylvania
$500K -$36.9K -1,000 -7%
HS
940
Horan Securities
United States
$500K -$14.4K -390 -3%
BWP
941
Baldwin Wealth Partners
Massachusetts
$499K -$78.3K -2,120 -14%
TIM
942
Tortoise Investment Management
New York
$496K
HIM
943
Hanlon Investment Management
New Jersey
$492K +$479K +12,980 New
SQA
944
Simon Quick Advisors
New Jersey
$485K -$1.1M -29,715 -70%
OCM
945
One Capital Management
California
$485K +$8.31K +225 +2%
SCA
946
Sage Capital Advisors
South Dakota
$484K +$1.66K +45 +0.4%
SB
947
Strategic Blueprint
Georgia
$480K -$175K -4,735 -27%
B
948
Brightworth
Georgia
$480K +$9.23K +250 +2%
FA
949
FMA Advisory
Pennsylvania
$477K -$13.8K -375 -3%
DLCIG
950
D.L. Carlson Investment Group
New Hampshire
$477K +$465K +12,590 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.