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iShares Core S&P Mid-Cap ETF

1,284 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, 571 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: 571 | Existing positions reduced: 464

15% more capital invested

Capital invested by funds: $29.1B → $33.5B (+$4.38B)

2% more funds holding

Funds holding: 1,2651,284 (+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
1,284
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.79%
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
571
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
USAA
76
United Services Automobile Association
Texas
$61.4M +$2.79M +75,605 +5%
SIC
77
Sigma Investment Counselors
Michigan
$58.5M +$1.11M +29,965 +2%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$58.3M +$1.86M +50,395 +3%
AFG
79
Arkansas Financial Group
Arkansas
$57.1M -$112K -3,030 -0.2%
KPAG
80
KLS Professional Advisors Group
New York
$57.1M +$181K +4,910 +0.3%
NMIMC
81
Northwestern Mutual Investment Management Company
Wisconsin
$55.9M -$7.92M -214,500 -13%
LWA
82
Lenox Wealth Advisors
New York
$53.4M -$826K -22,365 -2%
MIH
83
Madison Investment Holdings
Wisconsin
$53.1M -$14.3M -386,510 -22%
CPO
84
Cerity Partners OCIO
New York
$52.5M -$6.63M -179,525 -11%
VC
85
Vicus Capital
Pennsylvania
$51.2M +$345K +9,335 +0.7%
MCM
86
MAI Capital Management
Ohio
$50.8M +$4.13M +111,870 +9%
GHA
87
GW Henssler & Associates
Georgia
$50.5M +$456K +12,335 +0.9%
CIA
88
Capital Investment Advisors
Georgia
$50.3M +$719K +19,480 +1%
PFM
89
Phillips Financial Management
Indiana
$49.5M +$1.55M +41,880 +3%
FAAS
90
First Allied Advisory Services
California
$49.3M +$883K +23,900 +2%
FI
91
FormulaFolio Investments
Michigan
$48.7M +$1.1M +29,675 +2%
VFA
92
Voya Financial Advisors
Connecticut
$48.2M -$2.97M -80,320 -6%
FWM
93
FFT Wealth Management
Pennsylvania
$47.7M +$7.11M +192,590 +18%
OAM
94
Oppenheimer Asset Management
New York
$47.5M +$1.24M +33,475 +3%
HighTower Advisors
95
HighTower Advisors
Illinois
$46.8M -$1.6M -43,265 -3%
Bessemer Group
96
Bessemer Group
New Jersey
$46.6M -$262K -7,100 -0.6%
BP
97
Ballentine Partners
Massachusetts
$45.8M -$1.45M -39,145 -3%
UBS AM
98
UBS AM
Illinois
$45.2M +$1.58M +42,765 +4%
CCFCSB
99
Cape Cod Five Cents Savings Bank
Massachusetts
$44.8M +$169K +4,585 +0.4%
TFO
100
Tarbox Family Office
California
$44.7M +$121K +3,265 +0.3%

IJH Hedge Fund Activity: Q1 2019 in Review

1,284 of the 4,620 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 571 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.

  • 1,284 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2019, up from 1,265 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.