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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
SMG
1101
Spectrum Management Group
Indiana
$19K
CJA
1102
C-J Advisory
California
$18K
PSC
1103
Prentiss Smith & Co
Vermont
$18K
AP
1104
Atwood & Palmer
Missouri
$18K +$3.86K +100 +29%
RE
1105
RBC Europe
United Kingdom
$17.7K
LA
1106
Legacy Advisors
Pennsylvania
$17K
MSFP
1107
Mark Sheptoff Financial Planning
Connecticut
$15K
BNP Paribas Financial Markets
1108
BNP Paribas Financial Markets
France
$15K -$29.9K -775 -67%
NL
1109
NVWM LLC
Pennsylvania
$14K -$16.4K -425 -55%
TCM
1110
Tradewinds Capital Management
Washington
$14K
NA
1111
NewEdge Advisors
Louisiana
$13.3K +$595K +15,415 +5%
CTB
1112
Country Trust Bank
Illinois
$12K +$12.2K +315 New
CCM
1113
Cribstone Capital Management
Maine
$11K
BC
1114
Barnett & Company
Tennessee
$8K
EWM
1115
Edge Wealth Management
New York
$8K
PMG
1116
ProVise Management Group
Florida
$7.79K -$245K -6,335 -3%
NWM
1117
Northwest Wealth Management
Iowa
$7K -$36.7K -950 -84%
PA
1118
Perennial Advisors
New York
$7K
FMP
1119
Financial Management Professionals
Texas
$6K
SA
1120
SRH Advisors
Kansas
$6K
UOTTAIMCU
1121
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5K +$4.83K +125 New
CFN
1122
Cordasco Financial Network
Florida
$4K
CA
1123
Centerpoint Advisors
Massachusetts
$4K +$579 +15 +17%
NDSI
1124
Newman Dignan & Sheerar Inc
Rhode Island
$3.4K +$188K +4,875 +6%
EWM
1125
Elmwood Wealth Management
California
$3.12K

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.