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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
FCB
1001
First Command Bank
Texas
$411K -$5.56K -145 -1%
FCFS
1002
First Command Financial Services
Texas
$411K -$5.56K -145 -1%
ANB
1003
Amarillo National Bank
Texas
$411K +$31.8K +830 +9%
BCM
1004
Breiter Capital Management
Florida
$409K -$47.7K -1,245 -11%
CGL
1005
Clarius Group LLC
Washington
$409K
MPI
1006
Mairs & Power Inc
Minnesota
$409K
BFA
1007
Bragg Financial Advisors
North Carolina
$407K
RWM
1008
Ritholtz Wealth Management
New York
$406K -$12.8M -334,795 -97%
IAS
1009
IMA Advisory Services
Colorado
$406K
SFG
1010
SNS Financial Group
Minnesota
$405K +$25.9K +675 +7%
ACI
1011
Alpha Cubed Investments
California
$404K -$30.5K -795 -7%
TFGT
1012
TS Financial Group (TSFG)
Illinois
$402K -$2.87K -75 -0.7%
TB
1013
Terril Brothers
Missouri
$399K
BWP
1014
Baldwin Wealth Partners
Massachusetts
$398K -$113K -2,940 -22%
CA
1015
CapWealth Advisors
Tennessee
$398K +$56.5K +1,475 +17%
DCM
1016
Dimension Capital Management
Florida
$390K
BAM
1017
Barrett Asset Management
New York
$389K
MCM
1018
Murphy Capital Management
New Jersey
$388K -$9.58K -250 -2%
MCM
1019
Monument Capital Management
Virginia
$386K -$4.41K -115 -1%
TH
1020
TCTC Holdings
Texas
$383K
AIC
1021
Archer Investment Corporation
Indiana
$381K -$30.7K -800 -8%
TTWM
1022
TCV Trust & Wealth Management
Virginia
$379K -$98.9K -2,580 -21%
CWM
1023
Concentric Wealth Management
California
$377K
MCM
1024
Maple Capital Management
Vermont
$374K +$9.96K +260 +3%
LWM
1025
Liberty Wealth Management
California
$374K +$54.8K +1,430 +17%

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.