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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
FFN
951
Focus Financial Network
Minnesota
$476K +$464K +12,560 New
TFS
952
Thoroughbred Financial Services
Tennessee
$475K +$463K +12,540 New
LCP
953
Legacy Capital Partners
Wisconsin
$474K
PFA
954
Pathway Financial Advisors
Vermont
$472K +$18.8K +510 +4%
HCIA
955
Hochman Cole Investment Advisors
Illinois
$469K
SAM
956
SP Asset Management
California
$467K +$369 +10 +0.1%
MIG
957
McGuire Investment Group
Rhode Island
$467K +$34.7K +940 +8%
TTWM
958
TCV Trust & Wealth Management
Virginia
$467K +$67.6K +1,830 +17%
WSTAM
959
Wilbanks Smith & Thomas Asset Management
Virginia
$465K +$104K +2,825 +30%
OAM
960
Oak Asset Management
California
$460K +$164K +4,450 +58%
ANBT
961
American National Bank & Trust
Texas
$459K
P
962
&Partners
Tennessee
$459K +$120K +3,250 +37%
PFBT
963
Parkside Financial Bank & Trust
Missouri
$458K +$3.69K +100 +0.8%
KBC Group
964
KBC Group
Belgium
$456K
KP
965
Keel Point
Alabama
$450K -$672K -18,200 -61%
MG
966
McCutchen Group
Washington
$445K +$434K +11,750 New
BCM
967
Breiter Capital Management
Florida
$441K +$49.1K +1,330 +13%
WT
968
Washington Trust
Rhode Island
$440K -$15.7K -425 -4%
CCA
969
Conservest Capital Advisors
Pennsylvania
$436K +$923 +25 +0.2%
EFSCE
970
Enterprise Financial Services Corp (EFSC)
Missouri
$435K -$92.5K -2,505 -18%
IP
971
Intellectus Partners
California
$434K +$423K +11,460 New
WMA
972
Wealth Management Associates
New Jersey
$433K +$135K +3,660 +47%
SC
973
Slow Capital
California
$432K -$129K -3,500 -23%
AWM
974
Altavista Wealth Management
North Carolina
$431K +$11.4K +310 +3%
LCM
975
LVM Capital Management
Michigan
$430K -$51.1K -1,385 -11%

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.