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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
HighTower Advisors
76
HighTower Advisors
Illinois
$64.1M +$15.9M +414,910 +34%
FCBT
77
First Citizens Bank & Trust
North Carolina
$62.9M -$852K -22,225 -1%
SIC
78
Sigma Investment Counselors
Michigan
$61.8M +$1.81M +47,115 +3%
KPAG
79
KLS Professional Advisors Group
New York
$59.6M +$1.02M +26,615 +2%
AFG
80
Arkansas Financial Group
Arkansas
$59M +$405K +10,575 +0.7%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$59M -$851K -22,195 -1%
LWA
82
Lenox Wealth Advisors
New York
$57.4M +$2.64M +68,800 +5%
FAAS
83
First Allied Advisory Services
California
$54.4M +$3.89M +101,420 +8%
MCM
84
MAI Capital Management
Ohio
$54M +$1.88M +48,940 +4%
MIH
85
Madison Investment Holdings
Wisconsin
$53.6M -$841K -21,945 -2%
UBS AM
86
UBS AM
Illinois
$51.9M +$5.45M +142,205 +12%
GHA
87
GW Henssler & Associates
Georgia
$51.6M -$206K -5,385 -0.4%
VC
88
Vicus Capital
Pennsylvania
$51.2M -$1.05M -27,440 -2%
PFM
89
Phillips Financial Management
Indiana
$51.1M +$808K +21,090 +2%
CPO
90
Cerity Partners OCIO
New York
$50.6M -$3.2M -83,555 -6%
FWM
91
FFT Wealth Management
Pennsylvania
$49.9M +$958K +25,005 +2%
OAM
92
Oppenheimer Asset Management
New York
$48.7M +$46.6K +1,215 +0.1%
VFA
93
Voya Financial Advisors
Connecticut
$48.6M -$393K -10,250 -0.8%
Bessemer Group
94
Bessemer Group
New Jersey
$48.5M +$666K +17,385 +1%
SWM
95
SigFig Wealth Management
California
$48.4M +$6.19M +161,415 +15%
CCFCSB
96
Cape Cod Five Cents Savings Bank
Massachusetts
$47M +$1.08M +28,055 +2%
TFO
97
Tarbox Family Office
California
$46.9M +$1.02M +26,485 +2%
BP
98
Ballentine Partners
Massachusetts
$46.7M -$310K -8,090 -0.7%
FT
99
Fiduciary Trust
Massachusetts
$46.7M +$3.91M +101,900 +9%
LFS
100
Lutz Financial Services
Nebraska
$45.3M +$1.51M +39,450 +4%

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.