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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
PCIA
976
Prime Capital Investment Advisors
Kansas
$429K -$1.63M -44,195 -80%
PAMG
977
Patton Albertson Miller Group
Tennessee
$429K -$372K -10,075 -47%
AP
978
Arlington Partners
Alabama
$429K +$418K +11,315 New
JCM
979
Janney Capital Management
Pennsylvania
$427K +$98.2K +2,660 +31%
ACI
980
Alpha Cubed Investments
California
$424K +$27.3K +740 +7%
PWP
981
Principle Wealth Partners
Connecticut
$423K -$12K -325 -3%
ECM
982
EagleClaw Capital Management
Massachusetts
$423K
TCOO
983
Trust Company of Oklahoma
Oklahoma
$423K -$185 -5 -0%
LPIC
984
LeJeune Puetz Investment Counsel
Michigan
$422K
SWM
985
SeaCrest Wealth Management
New York
$421K
SDWMA
986
Schneider Downs Wealth Management Advisors
Pennsylvania
$421K +$2.22K +60 +0.5%
MCIA
987
Mountain Capital Investment Advisors
Colorado
$420K +$12.2K +330 +3%
BA
988
BKS Advisors
Michigan
$417K -$12.7K -345 -3%
American Century Companies
989
American Century Companies
Missouri
$415K +$404K +10,945 New
CAG
990
Csenge Advisory Group
Florida
$414K -$10.5K -285 -3%
CCP
991
Corient Capital Partners
California
$412K
PP
992
PagnatoKarp Partners
Virginia
$410K -$54.1K -1,465 -12%
FCB
993
First Command Bank
Texas
$407K +$8.31K +225 +2%
FCFS
994
First Command Financial Services
Texas
$407K +$8.31K +225 +2%
GPA
995
Garrison Point Advisors
California
$407K +$31.4K +850 +9%
BO
996
Bank OZK
Arkansas
$407K +$47.1K +1,275 +13%
WC
997
Whitnell & Co
Illinois
$403K +$34.5K +935 +10%
JFG
998
JMG Financial Group
Illinois
$402K -$4.62K -125 -1%
AIC
999
Archer Investment Corporation
Indiana
$402K +$91.2K +2,470 +30%
MPI
1000
Mairs & Power Inc
Minnesota
$399K

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.