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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
CIM
1126
Contravisory Investment Management
Massachusetts
$3K
LWA
1127
Lowe Wealth Advisors
Maryland
$3K
MIM
1128
Macroview Investment Management
Maryland
$3K
SWA
1129
Sutton Wealth Advisors
Florida
$2.14K
PCM
1130
Peak Capital Management
Colorado
$1K
TCM
1131
TD Capital Management
Tennessee
$1K
WB
1132
Webster Bank
Connecticut
$1K
AFNAS
1133
American Financial Network Advisory Services
California
$570
FRA
1134
Front Row Advisors
California
$140 +$15.6K +405 +13%
AF
1135
Ally Financial
Michigan
-$25.3M -675,000 Closed
State of Tennessee, Department of Treasury
1136
State of Tennessee, Department of Treasury
Tennessee
-$18.8M -500,000 Closed
Susquehanna International Group
1137
Susquehanna International Group
Pennsylvania
-$17.8M -459,620 Closed
FTIOP
1138
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$14.8M -393,380 Closed
GT
1139
Glenmede Trust
Pennsylvania
-$8.58M -226,145 Closed
Jane Street
1140
Jane Street
New York
-$3.87M -100,120 Closed
JT
1141
Jump Trading
Illinois
-$3.75M -100,100 Closed
CI
1142
Cavalier Investments
Georgia
-$2.86M -75,365 Closed
SG Americas Securities
1143
SG Americas Securities
New York
-$2.65M -70,525 Closed
LC
1144
LCNB Corp
Ohio
-$2.46M -65,540 Closed
BG
1145
Bahl & Gaynor
Ohio
-$2.08M -55,470 Closed
SHWM
1146
Smith & Howard Wealth Management
Georgia
-$1.38M -36,790 Closed
CNBT
1147
Canandaigua National Bank & Trust
New York
-$1.33M -35,345 Closed
BCM
1148
BTC Capital Management
Iowa
-$1.11M -29,765 Closed
EF
1149
Empirical Finance
Pennsylvania
-$988K -26,095 Closed
IAA
1150
Independent Advisor Alliance
North Carolina
-$819K -24,505 Closed

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.