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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
WWMSC
1026
Wagner Wealth Management (South Carolina)
South Carolina
$154K +$39.6K +1,025 +35%
LJHT
1027
Laurie J. Hall Trustee
$152K
JCM
1028
Jacobi Capital Management
Pennsylvania
$147K
GBBWRPM
1029
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$146K
QCIG
1030
Quad-Cities Investment Group
Iowa
$140K +$138K +3,570 New
SFM
1031
Signet Financial Management
New Jersey
$134K -$12.7K -330 -9%
RCG
1032
Ruggie Capital Group
Florida
$127K +$114K +2,940 +933%
AWA
1033
Acorn Wealth Advisors
Michigan
$125K
HDIM
1034
Hanson & Doremus Investment Management
Vermont
$116K +$13.5K +350 +13%
BA
1035
Ballew Advisors
Mississippi
$115K +$42.1K +1,090 +58%
AIM
1036
Anchor Investment Management
South Carolina
$114K
AC
1037
Avestar Capital
New York
$112K +$966 +25 +0.9%
CHP
1038
Cable Hill Partners
Oregon
$110K -$29.6K -765 -21%
JWM
1039
Janiczek Wealth Management
Colorado
$108K +$107K +2,780 New
AIP
1040
Almanack Investment Partners
Pennsylvania
$105K +$104K +2,690 New
LWCFA
1041
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K
GI
1042
Gradient Investments
Minnesota
$102K -$52.9K -1,370 -34%
BRC
1043
Bell Rock Capital
Delaware
$96K -$10.6K -275 -10%
Rockefeller Capital Management
1044
Rockefeller Capital Management
New York
$93K
GEA
1045
Glen Eagle Advisors
New Jersey
$88.5K +$17.4K +450 +25%
FWM
1046
Focused Wealth Management
New York
$87K -$156K -4,050 -64%
ML
1047
McAdam LLC
Pennsylvania
$84K +$1.93K +50 +2%
WCAMG
1048
Woodard & Company Asset Management Group
North Carolina
$83.2K
PH
1049
Pinnacle Holdings
Oklahoma
$78.8K +$78K +2,020 New
First Manhattan
1050
First Manhattan
New York
$76K -$64.9K -1,680 -46%

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.