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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
BWM
1076
Baystate Wealth Management
Massachusetts
$46K +$193 +5 +0.4%
AA
1077
Advisory Alpha
Michigan
$42K +$3.28K +85 +9%
RBC
1078
Roble Belko & Company
Pennsylvania
$41K
WOC
1079
West Oak Capital
California
$39K
MRCM
1080
M&R Capital Management
New Jersey
$38K
AOWM
1081
Alpha Omega Wealth Management
Virginia
$36K
VCM
1082
Versant Capital Management
Arizona
$36K
MCM
1083
Mainstay Capital Management
Michigan
$35K
PAI
1084
Pittenger & Anderson Inc
Nebraska
$35K
ACS
1085
Archford Capital Strategies
Illinois
$34K
PK
1086
Pflug Koory
Nebraska
$32K
LYV
1087
Live Your Vision
Pennsylvania
$32K +$9.27K +240 +42%
HR
1088
Howe & Rusling
New York
$31K
LWM
1089
Lenox Wealth Management
Ohio
$31K
ME
1090
McIlrath & Eck
Washington
$31K +$16K +415 +108%
VDFA
1091
Vickerman & Driscoll Financial Advisors
Washington
$29K -$73.6K -1,905 -72%
IBOK
1092
Independence Bank of Kentucky
Kentucky
$28K
KJWM
1093
Kiley Juergens Wealth Management
Washington
$27K +$27.4K +710 New
GIP
1094
Granite Investment Partners
California
$24K
FCMT
1095
Founders Capital Management (Texas)
Texas
$23K
KC
1096
KHP Capital
Oklahoma
$23K
RPG
1097
Risk Paradigm Group
Texas
$21.2K -$1.47M -37,970 -99%
MPPLM
1098
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$19K -$6.37K -165 -25%
BWP
1099
Baldwin Wealth Partners
Massachusetts
$19K
OBWP
1100
O'Brien Wealth Partners
Massachusetts
$19K

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.