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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
MCM
1001
McRae Capital Management
New Jersey
$398K +$56.7K +1,535 +17%
CGL
1002
Clarius Group LLC
Washington
$398K +$388K +10,515 New
BFA
1003
Bragg Financial Advisors
North Carolina
$397K -$1.11K -30 -0.3%
GG
1004
GenWealth Group
New Jersey
$396K +$5.36K +145 +1%
IAS
1005
IMA Advisory Services
Colorado
$396K +$321K +8,700 +499%
ACP
1006
Aveo Capital Partners
Colorado
$395K -$30.5K -825 -7%
TFGT
1007
TS Financial Group (TSFG)
Illinois
$395K +$385K +10,415 New
LA
1008
LexAurum Advisors
Kansas
$394K -$7.39K -200 -2%
FEM
1009
Fulcrum Equity Management
Texas
$392K +$24.2K +655 +7%
CI
1010
Cambiar Investors
Colorado
$390K -$5.84M -158,240 -94%
WIA
1011
World Investment Advisors
California
$390K +$380K +10,295 New
TB
1012
Terril Brothers
Missouri
$389K
FI
1013
Financial Insights
Washington
$389K +$11.1K +300 +3%
MCM
1014
Murphy Capital Management
New Jersey
$388K -$68K -1,840 -15%
ZF
1015
Zhang Financial
Michigan
$387K
SS
1016
Sunbelt Securities
Texas
$384K +$60K +1,625 +19%
G
1017
Gainplan
Michigan
$383K -$10.5K -285 -3%
DCM
1018
Dimension Capital Management
Florida
$381K
MCM
1019
Monument Capital Management
Virginia
$380K -$1.48K -40 -0.4%
BAM
1020
Barrett Asset Management
New York
$379K +$18.5K +500 +5%
TH
1021
TCTC Holdings
Texas
$373K
ANB
1022
Amarillo National Bank
Texas
$370K -$25.1K -680 -7%
SFG
1023
SNS Financial Group
Minnesota
$370K +$360K +9,760 New
CWM
1024
Concentric Wealth Management
California
$367K -$2.77K -75 -0.8%
LSPW
1025
Lake Street Private Wealth
Illinois
$363K +$353K +9,570 New

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.