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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
CFG
1051
Cooper Financial Group
California
$330K +$2.49K +65 +0.8%
NCM
1052
Noesis Capital Mangement
Florida
$329K
BCA
1053
Bay Colony Advisors
Massachusetts
$329K +$58.3K +1,520 +22%
Fisher Asset Management
1054
Fisher Asset Management
Washington
$327K +$107K +2,790 +50%
BAM
1055
Belpointe Asset Management
Nevada
$327K +$323K +8,420 New
SYBT
1056
Stock Yards Bank & Trust
Kentucky
$326K -$44.8K -1,170 -12%
MIC
1057
Meridian Investment Counsel
California
$326K
WPC
1058
Waters Parkerson & Co
Louisiana
$325K +$2.3K +60 +0.7%
WCG
1059
Weaver Consulting Group
California
$323K -$9.58K -250 -3%
VCAM
1060
Van Cleef Asset Management
Ohio
$323K
EHC
1061
Everett Harris & Co
California
$323K +$86.2K +2,250 +37%
UR
1062
USCA RIA
Texas
$322K +$48.3K +1,260 +18%
NWP
1063
Northstar Wealth Partners
Connecticut
$318K -$14.8K -385 -4%
MIAS
1064
Mason Investment Advisory Services
Virginia
$318K
SAM
1065
SP Asset Management
California
$317K -$160K -4,175 -34%
JPG
1066
Jordan Park Group
California
$317K +$312K +8,150 New
PO
1067
Private Ocean
California
$316K +$192 +5 +0.1%
ATFA
1068
All Terrain Financial Advisors
Minnesota
$313K
BHWM
1069
Bay Harbor Wealth Management
Maryland
$313K +$163K +4,240 +111%
AIM
1070
Axiom Investment Management
New York
$312K -$3.83K -100 -1%
FLI
1071
Family Legacy Inc
South Carolina
$311K +$12.1K +315 +4%
LJAC
1072
L.J. Altfest & Co
New York
$304K
LAIC
1073
Lederer & Associates Investment Counsel
California
$303K
ECM
1074
Evergreen Capital Management
Washington
$301K +$12.3K +320 +4%
CAN
1075
Claraphi Advisory Network
United States
$301K +$298K +7,765 New

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.