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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
PP
951
Patten & Patten
Tennessee
$276K +$8.11K +210 +3%
KCPG
952
Kavar Capital Partners Group
Kansas
$273K
KFC
953
Klingenstein Fields & Co
New York
$273K +$19.3K +500 +8%
GCA
954
Gradient Capital Advisors
California
$272K
ZF
955
Zhang Financial
Michigan
$272K
WPP
956
Whalerock Point Partners
Rhode Island
$271K
HFS
957
Haverford Financial Services
Pennsylvania
$266K -$36.7K -950 -12%
BCA
958
Bay Colony Advisors
Massachusetts
$266K +$263K +6,820 New
T. Rowe Price Associates
959
T. Rowe Price Associates
Maryland
$264K
SCP
960
Sandhill Capital Partners
New York
$263K +$6.95K +180 +3%
PG
961
Proffitt & Goodson
Tennessee
$259K -$15.5K -400 -6%
HFA
962
Huber Financial Advisors
Illinois
$259K -$3.28K -85 -1%
BIAS
963
Beacon Investment Advisory Services
New Jersey
$258K
HCM
964
Howland Capital Management
Massachusetts
$258K +$256K +6,625 New
HT
965
Heritage Trust
Oklahoma
$257K +$5.6K +145 +2%
JC
966
Jentner Corp
Ohio
$257K +$27K +700 +12%
FAT
967
First American Trust
California
$257K +$48.1K +1,245 +23%
RW
968
REDW Wealth
New Mexico
$254K
NAM
969
North American Management
Massachusetts
$251K -$83.6K -2,165 -25%
CCM
970
Covington Capital Management
California
$251K
FNB
971
Farmers National Bank
Kentucky
$251K
DJSG
972
D.J. St. Germain
Massachusetts
$250K +$248K +6,420 New
MM
973
Meridian Management
Arkansas
$248K
BBA
974
BLB&B Advisors
Pennsylvania
$248K +$19.9K +515 +9%
HA
975
Harborview Advisors
Maine
$245K -$19.7K -510 -7%

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.