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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
CMBA
1051
C.M. Bidwell & Associates
Hawaii
$74K
MWM
1052
MinichMacGregor Wealth Management
New York
$74K
NCM
1053
New Capital Management
Texas
$74K
KIG
1054
Kessler Investment Group
Indiana
$73K +$72.6K +1,880 New
IAS
1055
IMA Advisory Services
Colorado
$73K +$72.8K +1,885 New
HIIFS
1056
Harel Insurance Investments & Financial Services
Israel
$69K
RWML
1057
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$68.2K
MBT
1058
Monroe Bank & Trust
Michigan
$68K
SWM
1059
SeaCrest Wealth Management
New York
$68K
SIS
1060
Sound Income Strategies
Florida
$65K +$1.54K +40 +2%
AWM
1061
AllSquare Wealth Management
New York
$65K +$57.8K +1,495 +808%
DPA
1062
Delphi Private Advisors
California
$63K
ADL
1063
Asset Dedication LLC
California
$57K +$22.4K +580 +67%
CB
1064
CNB Bank
Pennsylvania
$56K +$55.4K +1,435 New
WC
1065
Whitney & Co
New York
$56K +$56K +1,450 New
RFM
1066
Royal Fund Management
Florida
$54K +$31.5K +815 +139%
FGAM
1067
Financial Gravity Asset Management
Texas
$53K
YWP
1068
YorkBridge Wealth Partners
New York
$53K
CWA
1069
Clarus Wealth Advisors
Arizona
$53K +$54.5K +1,410 New
WEC
1070
Winslow Evans & Crocker
Massachusetts
$50K
WIM
1071
Westside Investment Management
California
$49.1K +$386 +10 +0.8%
NSB
1072
Norway Savings Bank
Maine
$49K
RFA
1073
Reilly Financial Advisors
California
$49K
LC
1074
Landaas & Company
Wisconsin
$49K +$48.3K +1,250 New
DAM
1075
Delta Asset Management
Tennessee
$48K +$30.3K +785 +173%

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.