We are live on ! Find out more
IJH icon

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
NCM
1051
Noesis Capital Mangement
Florida
$321K
CFG
1052
Cooper Financial Group
California
$320K -$190K -5,140 -38%
MIC
1053
Meridian Investment Counsel
California
$318K
VCAM
1054
Van Cleef Asset Management
Ohio
$315K
WPC
1055
Waters Parkerson & Co
Louisiana
$315K
IWA
1056
Intercontinental Wealth Advisors
Texas
$314K
LWM
1057
Liberty Wealth Management
California
$310K -$89.4K -2,420 -23%
MIAS
1058
Mason Investment Advisory Services
Virginia
$310K +$302K +8,175 New
AIM
1059
Axiom Investment Management
New York
$309K -$14.2K -385 -5%
PO
1060
Private Ocean
California
$308K +$86.4K +2,340 +40%
ATFA
1061
All Terrain Financial Advisors
Minnesota
$305K -$20.5K -555 -6%
SNB
1062
Security National Bank
Nebraska
$301K +$293K +7,940 New
DSN
1063
D. Scott Neal
Kentucky
$300K
FLI
1064
Family Legacy Inc
South Carolina
$299K +$18.5K +500 +7%
IIA
1065
IPG Investment Advisors
California
$298K
PP
1066
Patten & Patten
Tennessee
$296K -$55.9K -1,515 -16%
SFG
1067
SevenBridge Financial Group
Pennsylvania
$296K
LAIC
1068
Lederer & Associates Investment Counsel
California
$295K +$8.31K +225 +3%
HCM
1069
Hollencrest Capital Management
California
$295K +$30.7K +830 +12%
AC
1070
Avestar Capital
New York
$290K +$369 +10 +0.1%
EA
1071
Elm Advisors
California
$288K
WP
1072
WMS Partners
Maryland
$288K
MWM
1073
Meridian Wealth Management
Kentucky
$287K +$23.3K +630 +9%
BBA
1074
BLB&B Advisors
Pennsylvania
$286K -$9.6K -260 -3%
KCPG
1075
Kavar Capital Partners Group
Kansas
$286K

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.