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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
SYBT
1026
Stock Yards Bank & Trust
Kentucky
$362K +$35.5K +960 +11%
LC
1027
Lourd Capital
California
$360K -$45.4K -1,230 -11%
MCP
1028
Mirador Capital Partners
California
$358K
PCM
1029
Pointe Capital Management
Michigan
$358K +$349K +9,450 New
MCM
1030
Maple Capital Management
Vermont
$355K -$55.9K -1,515 -14%
MIM
1031
Macroview Investment Management
Maryland
$354K -$13.3K -360 -4%
SAM
1032
Summit Asset Management
Tennessee
$353K
LIA
1033
LS Investment Advisors
Michigan
$351K -$9.23K -250 -3%
PIA
1034
Piedmont Investment Advisors
North Carolina
$351K +$342K +9,260 New
PAM
1035
Peak Asset Management
Colorado
$349K
SVCP
1036
Silicon Valley Capital Partners
California
$348K +$1.29K +35 +0.4%
LDB
1037
Lee, Danner & Bass
Tennessee
$346K
GKWIM
1038
Gerber Kawasaki Wealth & Investment Management
California
$345K -$12.9K -350 -4%
SCM
1039
Southport Capital Management
Tennessee
$342K +$7.02K +190 +2%
CYG
1040
Clean Yield Group
Vermont
$341K
ACM
1041
Aviance Capital Management
Florida
$340K -$63.3K -1,715 -16%
GIA
1042
Guyasuta Investment Advisors
Pennsylvania
$340K
BWM
1043
Baystate Wealth Management
Massachusetts
$339K +$265K +7,180 +515%
LNWWM
1044
Laird Norton Wetherby Wealth Management
California
$338K
PS
1045
Portfolio Strategies
New York
$333K
CA
1046
CapWealth Advisors
Tennessee
$332K -$60.4K -1,635 -16%
CS
1047
Credit Suisse
Switzerland
$330K -$6.21M -168,075 -95%
NWS
1048
Newport Wealth Strategies
California
$330K +$317K +8,575 New
WCG
1049
Weaver Consulting Group
California
$327K +$317K +8,575 New
NWP
1050
Northstar Wealth Partners
Connecticut
$324K -$22.7K -615 -7%

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.