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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
PFGIA
976
Patriot Financial Group Insurance Agency
Massachusetts
$243K -$586K -15,180 -71%
RWG
977
Regal Wealth Group
California
$243K -$45.8K -1,185 -16%
EWM
978
Empirical Wealth Management
Washington
$242K
PAS
979
Partnervest Advisory Services
California
$241K -$2.9K -75 -1%
TL
980
TrueWealth LLC
Georgia
$241K
VCM
981
Virtue Capital Management
Tennessee
$241K
BCP
982
Blue Chip Partners
Michigan
$237K
PCA
983
Peddock Capital Advisors
Massachusetts
$236K -$13.5K -350 -5%
CBA
984
Coastal Bridge Advisors
Connecticut
$236K
EHC
985
Everett Harris & Co
California
$236K
AEPG
986
American Economic Planning Group
New Jersey
$234K -$233K -6,040 -50%
Toronto Dominion Bank
987
Toronto Dominion Bank
Ontario, Canada
$233K -$155K -4,000 -40%
IC
988
InterOcean Capital
Illinois
$233K +$231K +5,985 New
CWM
989
Confluence Wealth Management
Oregon
$233K +$231K +5,990 New
AssetMark Inc
990
AssetMark Inc
California
$231K -$773 -20 -0.3%
UR
991
USCA RIA
Texas
$229K +$13.9K +360 +7%
PA
992
Paracle Advisors
Washington
$226K
NPP
993
New Potomac Partners
Maryland
$226K +$27K +700 +14%
FCIM
994
Fairview Capital Investment Management
California
$226K +$224K +5,810 New
PO
995
Private Ocean
California
$225K -$54.3K -1,405 -20%
SMG
996
Smart Money Group
Texas
$224K -$40.2K -1,040 -15%
CSIC
997
Clifford Swan Investment Counsel
California
$224K
NB
998
Nicolet Bankshares
Wisconsin
$224K
HBT
999
Hills Bank & Trust
Iowa
$223K +$3.09K +80 +1%
BRM
1000
Boston Research & Management
Massachusetts
$223K +$222K +5,735 New

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.