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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
SCA
951
Sage Capital Advisors
South Dakota
$498K +$2.11K +55 +0.4%
PAS
952
Partnervest Advisory Services
California
$497K -$134K -3,500 -21%
PAMG
953
Patton Albertson Miller Group
Tennessee
$497K +$66.5K +1,735 +15%
CBU
954
CIBC Bank USA
Illinois
$495K -$42.4K -1,105 -8%
ZF
955
Zhang Financial
Michigan
$495K +$96.6K +2,520 +25%
TPCM
956
Three Peaks Capital Management
Colorado
$494K +$488K +12,720 New
DLCIG
957
D.L. Carlson Investment Group
New Hampshire
$489K
CWM
958
Calamos Wealth Management
Illinois
$487K -$474K -12,370 -50%
KP
959
Keel Point
Alabama
$485K +$23.2K +605 +5%
PFA
960
Pathway Financial Advisors
Vermont
$484K
BAM
961
Berkshire Asset Management
Pennsylvania
$482K -$1.21M -31,660 -72%
HCIA
962
Hochman Cole Investment Advisors
Illinois
$481K
WSTAM
963
Wilbanks Smith & Thomas Asset Management
Virginia
$477K
OCM
964
One Capital Management
California
$476K -$21.1K -550 -4%
ECM
965
EagleClaw Capital Management
Massachusetts
$473K +$38.3K +1,000 +9%
AMCA
966
Arthur M. Cohen & Associates
Illinois
$470K -$288K -7,520 -38%
M
967
MOTCO
Texas
$470K -$101K -2,645 -18%
HS
968
Horan Securities
United States
$470K -$41.8K -1,090 -8%
P
969
&Partners
Tennessee
$470K -$958 -25 -0.2%
MCM
970
McRae Capital Management
New Jersey
$468K +$58.4K +1,525 +15%
AIM
971
Advantage Investment Management
Iowa
$465K -$886K -23,120 -66%
DI
972
DFPG Investments
Utah
$461K -$751K -19,595 -62%
BFEC
973
Benjamin F. Edwards & Company
Missouri
$457K +$187K +4,875 +71%
SC
974
SouthState Corp
Florida
$454K -$264K -6,895 -37%
AWM
975
Altavista Wealth Management
North Carolina
$454K +$12.3K +320 +3%

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.