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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
FI
1026
Financial Insights
Washington
$370K
SS
1027
Sunbelt Securities
Texas
$369K -$23.8K -620 -6%
LC
1028
Lourd Capital
California
$369K
PAM
1029
Peak Asset Management
Colorado
$368K +$9.58K +250 +3%
MCP
1030
Mirador Capital Partners
California
$367K
GKWIM
1031
Gerber Kawasaki Wealth & Investment Management
California
$366K +$12.5K +325 +4%
SCM
1032
Southport Capital Management
Tennessee
$366K +$14.9K +390 +4%
NWS
1033
Newport Wealth Strategies
California
$365K +$32.6K +850 +10%
SAM
1034
Summit Asset Management
Tennessee
$362K
Wealth Enhancement Advisory Services
1035
Wealth Enhancement Advisory Services
Minnesota
$362K +$351K +9,170 New
SWAG
1036
Spectrum Wealth Advisory Group
California
$361K -$158K -4,110 -31%
TCOO
1037
Trust Company of Oklahoma
Oklahoma
$357K -$75.1K -1,960 -18%
BWM
1038
Baystate Wealth Management
Massachusetts
$357K +$22.4K +585 +7%
LDB
1039
Lee, Danner & Bass
Tennessee
$355K
PCM
1040
Pointe Capital Management
Michigan
$354K -$13K -340 -4%
CYG
1041
Clean Yield Group
Vermont
$350K
SNB
1042
Security National Bank
Nebraska
$350K +$41K +1,070 +13%
SWA
1043
SFMG Wealth Advisors
Texas
$350K +$338K +8,820 New
LA
1044
Legacy Advisors
Pennsylvania
$348K -$343K -8,945 -50%
LNWWM
1045
Laird Norton Wetherby Wealth Management
California
$346K
BO
1046
Bank OZK
Arkansas
$345K -$71.5K -1,865 -17%
GIA
1047
Guyasuta Investment Advisors
Pennsylvania
$343K -$5.75K -150 -2%
G
1048
Gainplan
Michigan
$341K -$51.2K -1,335 -13%
LIA
1049
LS Investment Advisors
Michigan
$337K -$22K -575 -6%
CWM
1050
Confluence Wealth Management
Oregon
$335K +$57.7K +1,505 +21%

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.