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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
BFEC
1101
Benjamin F. Edwards & Company
Missouri
$261K -$93.1K -2,520 -27%
JIC
1102
JRM Investment Counsel
Nebraska
$260K -$26.8K -725 -10%
HFS
1103
Haverford Financial Services
Pennsylvania
$259K
T. Rowe Price Associates
1104
T. Rowe Price Associates
Maryland
$257K
CAM
1105
Covenant Asset Management
New Jersey
$257K +$250K +6,775 New
CDIA
1106
Capital Directions Investment Advisors
Georgia
$255K -$26.8K -725 -10%
COI
1107
Capital One Investing
Virginia
$252K +$247K +6,685 New
BIAS
1108
Beacon Investment Advisory Services
New Jersey
$251K
CCM
1109
Covington Capital Management
California
$251K +$32.3K +875 +15%
FAT
1110
First American Trust
California
$250K
PWM
1111
Perigon Wealth Management
California
$250K
KFP
1112
KMG Fiduciary Partners
Ohio
$249K +$13.8K +375 +6%
SWP
1113
Strategic Wealth Partners
Ohio
$248K +$69.4K +1,880 +41%
ZCA
1114
Zeke Capital Advisors
Pennsylvania
$247K -$184K -4,990 -43%
RW
1115
REDW Wealth
New Mexico
$245K -$2.4K -65 -1%
AWM
1116
Affinity Wealth Management
Delaware
$245K
RI
1117
Ridgewood Investments
New Jersey
$245K
PCA
1118
Peddock Capital Advisors
Massachusetts
$245K +$12.7K +345 +6%
MM
1119
Meridian Management
Arkansas
$241K
SL
1120
Salomon & Ludwin
Virginia
$239K
TFS
1121
TrustCore Financial Services
Tennessee
$238K +$232K +6,285 New
EWA
1122
ERTS Wealth Advisors
Michigan
$236K -$1.36M -36,720 -85%
TL
1123
TrueWealth LLC
Georgia
$234K
BCP
1124
Blue Chip Partners
Michigan
$233K +$739 +20 +0.3%
RCG
1125
Ruggie Capital Group
Florida
$232K -$623K -16,865 -73%

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.