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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
GCA
1101
Gradient Capital Advisors
California
$279K +$192 +5 +0.1%
AFM
1102
Andesa Financial Management
Pennsylvania
$278K -$565K -14,730 -67%
WPP
1103
Whalerock Point Partners
Rhode Island
$278K
SIC
1104
Salem Investment Counselors
North Carolina
$278K +$274K +7,145 New
SAM
1105
Silvercrest Asset Management
New York
$276K -$4.79K -125 -2%
GC
1106
Gibson Capital
Pennsylvania
$276K
CCM
1107
Covington Capital Management
California
$274K +$16.7K +435 +7%
HWA
1108
HHM Wealth Advisors
Tennessee
$272K -$11.5K -300 -4%
CBA
1109
Coastal Bridge Advisors
Connecticut
$269K +$31.8K +830 +14%
EWM
1110
Empirical Wealth Management
Washington
$268K -$1.53K -40 -0.6%
HFS
1111
Haverford Financial Services
Pennsylvania
$265K
JCM
1112
Janney Capital Management
Pennsylvania
$264K -$172K -4,490 -40%
T. Rowe Price Associates
1113
T. Rowe Price Associates
Maryland
$263K
GEA
1114
Glen Eagle Advisors
New Jersey
$261K +$89.7K +2,340 +53%
CCB
1115
Cutter & Co Brokerage
Missouri
$260K -$512K -13,355 -67%
JA
1116
JOYN Advisors
Georgia
$260K +$44.8K +1,170 +20%
CDIA
1117
Capital Directions Investment Advisors
Georgia
$259K -$2.49K -65 -1%
BIAS
1118
Beacon Investment Advisory Services
New Jersey
$258K
PWP
1119
Private Wealth Partners
California
$257K +$254K +6,615 New
FAT
1120
First American Trust
California
$256K
PCA
1121
Peddock Capital Advisors
Massachusetts
$256K +$4.41K +115 +2%
ANTB
1122
AMG National Trust Bank
Colorado
$256K +$252K +6,585 New
KFP
1123
KMG Fiduciary Partners
Ohio
$255K
PWM
1124
Perigon Wealth Management
California
$254K +$5.94K +155 +2%
VOYA Investment Management
1125
VOYA Investment Management
Georgia
$253K -$600K -15,660 -71%

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.