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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
WIA
1001
Wealthstreet Investment Advisors
Texas
$221K
LSAG
1002
Lake Street Advisors Group
New Hampshire
$220K -$10.6K -275 -5%
LFPWM
1003
Leicht Financial Planning & Wealth Management
New Jersey
$220K +$216K +5,600 New
TFS
1004
TrustCore Financial Services
Tennessee
$218K
NFG
1005
NewFocus Financial Group
Washington
$218K +$217K +5,605 New
WBC
1006
West Branch Capital
Massachusetts
$218K +$217K +5,610 New
VBFG
1007
Vishria Bird Financial Group
Tennessee
$215K +$213K +5,515 New
SCM
1008
Schnieders Capital Management
California
$214K +$6.18K +160 +3%
BCA
1009
Bray Capital Advisors
Florida
$214K +$30.9K +800 +17%
SS
1010
Sunbelt Securities
Texas
$214K +$212K +5,500 New
FUBT
1011
First United Bank & Trust
Maryland
$210K +$208K +5,380 New
PLFAM
1012
Pineno Levin & Ford Asset Management
Virginia
$208K
WAOTB
1013
Wealth Advisors of Tampa Bay
Florida
$208K +$206K +5,330 New
SSP
1014
Sapphire Star Partners
Washington
$208K +$206K +5,340 New
HCM
1015
Hall Capital Management
Rhode Island
$207K +$205K +5,315 New
KF
1016
Krilogy Financial
Missouri
$204K +$1.93K +50 +1%
BF
1017
Blankinship & Foster
California
$204K +$202K +5,230 New
CPIA
1018
Cornell Pochily Investment Advisors
New York
$204K +$203K +5,255 New
DCM
1019
Dupont Capital Management
Delaware
$195K +$193K +5,000 New
SIM
1020
Sonora Investment Management
Arizona
$193K
JA
1021
JOYN Advisors
Georgia
$183K +$93.1K +2,410 +106%
FA
1022
Fortis Advisors
Pennsylvania
$182K +$15.5K +400 +9%
SWP
1023
Strategic Wealth Partners
Ohio
$174K +$163K +4,210 +1,589%
FMB
1024
Field & Main Bank
Kentucky
$158K
VCM
1025
Vigilant Capital Management
Maine
$156K

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.