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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
VC
76
Vicus Capital
Pennsylvania
$53.8M +$5.17M +133,890 +11%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$53.6M -$214K -5,540 -0.4%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$53.5M -$17.3M -447,310 -25%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$52.7M +$6.18M +159,955 +13%
GHA
80
GW Henssler & Associates
Georgia
$52M -$373K -9,665 -0.7%
CIA
81
Capital Investment Advisors
Georgia
$51.6M +$430K +11,135 +0.8%
MSA
82
Mason Street Advisors
Wisconsin
$51M +$30.3M +785,250 +150%
MCM
83
MAI Capital Management
Ohio
$50.7M +$3.13M +81,155 +7%
PFM
84
Phillips Financial Management
Indiana
$50.6M -$56.2K -1,455 -0.1%
AA
85
ALPS Advisors
Colorado
$50.2M -$2.94M -76,090 -6%
VFA
86
Voya Financial Advisors
Connecticut
$49.7M +$4.44M +114,930 +10%
BP
87
Ballentine Partners
Massachusetts
$49.3M -$224K -5,795 -0.5%
DIP
88
DT Investment Partners
Pennsylvania
$48.2M +$997K +25,815 +2%
1832 Asset Management
89
1832 Asset Management
Ontario, Canada
$48M -$749K -19,400 -2%
SMM
90
Stadion Money Management
Georgia
$47.2M -$3.18M -82,340 -6%
TC
91
Telemus Capital
Michigan
$46.7M +$1.3M +33,605 +3%
AQR Capital Management
92
AQR Capital Management
Connecticut
$46.6M -$7.97M -206,200 -15%
FI
93
FormulaFolio Investments
Michigan
$45.4M +$3.31M +85,670 +8%
IA
94
IFP Advisors
Florida
$45.2M +$2.03M +52,665 +5%
CCFCSB
95
Cape Cod Five Cents Savings Bank
Massachusetts
$45.2M -$605K -15,665 -1%
HighTower Advisors
96
HighTower Advisors
Illinois
$44.8M +$2.87M +74,310 +7%
JFA
97
JNBA Financial Advisors
Minnesota
$44.6M -$1.45M -37,665 -3%
TFO
98
Tarbox Family Office
California
$44.4M -$1.17M -30,330 -3%
OAM
99
Oppenheimer Asset Management
New York
$44.1M +$5.36M +138,680 +14%
AI
100
Atria Investments
North Carolina
$43.9M +$3.15M +81,460 +8%

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.