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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
WA
1076
Winfield Associates
Ohio
$285K -$150K -4,050 -35%
MAM
1077
Meeder Asset Management
Ohio
$285K
LJAC
1078
L.J. Altfest & Co
New York
$284K -$1.66K -45 -0.6%
MFW
1079
Mosaic Family Wealth
Missouri
$283K +$369 +10 +0.1%
SBIA
1080
Sheaff Brock Investment Advisors
Indiana
$283K +$26.8K +725 +11%
ECM
1081
Evergreen Capital Management
Washington
$281K
PD
1082
Planning Directions
Pennsylvania
$281K +$274K +7,420 New
WIA
1083
Wealthstreet Investment Advisors
Texas
$280K +$63.7K +1,725 +30%
FBC
1084
Fairfield, Bush & Co
Connecticut
$278K -$73.9K -2,000 -21%
HWA
1085
HHM Wealth Advisors
Tennessee
$277K -$9.6K -260 -3%
RCM
1086
Radnor Capital Management
Pennsylvania
$277K
FNB
1087
Farmers National Bank
Kentucky
$277K +$270K +7,320 New
TSW
1088
Thompson Siegel & Walmsley
Virginia
$274K
SAM
1089
Silvercrest Asset Management
New York
$273K -$24.6K -665 -8%
SCP
1090
Sandhill Capital Partners
New York
$273K +$8.68K +235 +3%
GCA
1091
Gradient Capital Advisors
California
$272K
JPMIA
1092
J.P. Marvel Investment Advisors
Massachusetts
$272K
SWM
1093
Segment Wealth Management
Texas
$272K +$27.7K +750 +12%
WPP
1094
Whalerock Point Partners
Rhode Island
$271K
CWM
1095
Confluence Wealth Management
Oregon
$269K -$7.2K -195 -3%
GC
1096
Gibson Capital
Pennsylvania
$269K
UR
1097
USCA RIA
Texas
$266K
TC
1098
Trust Company
Kansas
$264K
EWM
1099
Empirical Wealth Management
Washington
$263K +$27K +730 +12%
BCA
1100
Bay Colony Advisors
Massachusetts
$262K +$6.65K +180 +3%

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.