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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
SWM
926
Stockman Wealth Management
Montana
$531K -$67.1K -1,750 -11%
BA
927
Boston Advisors
Massachusetts
$531K -$48.9K -1,275 -9%
AL
928
Aspiriant LLC
California
$530K -$84.3K -2,200 -14%
NFC
929
Northeast Financial Consultants
Connecticut
$530K +$192 +5 +0%
HCM
930
Hollencrest Capital Management
California
$529K +$223K +5,825 +75%
SBSB
931
Sullivan, Bruyette, Speros & Blaney
Virginia
$527K -$8.81K -230 -2%
CI
932
CX Institutional
Indiana
$527K +$520K +13,570 New
MC
933
Martin & Co
Tennessee
$526K -$15.1K -395 -3%
SQA
934
Simon Quick Advisors
New Jersey
$523K +$25.1K +655 +5%
VAG
935
VisionPoint Advisory Group
Texas
$521K -$252K -6,575 -33%
AIA
936
Armor Investment Advisors
North Carolina
$519K -$958 -25 -0.2%
HBWM
937
Hollow Brook Wealth Management
New York
$518K
AF
938
Alerus Financial
North Dakota
$516K -$162K -4,225 -24%
GCA
939
Greenwood Capital Associates
South Carolina
$515K
OIA
940
Optimum Investment Advisors
Illinois
$515K +$767 +20 +0.2%
CANC
941
Culbertson A N & Co
Virginia
$513K
DW
942
Domani Wealth
Pennsylvania
$513K
ZB
943
Zions Bancorporation
Utah
$511K -$20.7K -540 -4%
OCG
944
Opus Capital Group
Ohio
$510K -$7.67K -200 -1%
FA
945
FMA Advisory
Pennsylvania
$510K +$20.5K +535 +4%
TIM
946
Tortoise Investment Management
New York
$509K
PWP
947
Principle Wealth Partners
Connecticut
$504K +$68.4K +1,785 +16%
CMO
948
Covenant Multifamily Offices
Texas
$502K +$263K +6,870 +114%
B
949
Brightworth
Georgia
$501K +$8.24K +215 +2%
AFNAS
950
American Financial Network Advisory Services
California
$500K -$59.4K -1,550 -11%

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.