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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
CBA
1126
Coastal Bridge Advisors
Connecticut
$231K -$4.99K -135 -2%
BFG
1127
Barber Financial Group
Kansas
$230K -$9.42K -255 -4%
EHC
1128
Everett Harris & Co
California
$230K
SMH
1129
Sanders Morris Harris
Texas
$229K -$132K -3,570 -37%
PG
1130
Proffitt & Goodson
Tennessee
$229K -$23.4K -635 -9%
HFA
1131
Huber Financial Advisors
Illinois
$229K -$22.7K -615 -9%
FHC
1132
First Heartland Consultants
Missouri
$229K -$8.86K -240 -4%
NFG
1133
NewFocus Financial Group
Washington
$229K +$223K +6,035 New
CMO
1134
Covenant Multifamily Offices
Texas
$229K +$223K +6,040 New
KF
1135
Krilogy Financial
Missouri
$229K +$224K +6,055 New
Toronto Dominion Bank
1136
Toronto Dominion Bank
Ontario, Canada
$228K +$554 +15 +0.3%
PFGIA
1137
Patriot Financial Group Insurance Agency
Massachusetts
$228K +$6.46K +175 +3%
BMA
1138
Brooks Moore & Associates
Tennessee
$227K +$222K +6,000 New
S
1139
SignatureFD
Georgia
$225K -$134K -3,640 -38%
BCM
1140
Buckhead Capital Management
Georgia
$223K -$38.8K -1,050 -15%
JC
1141
Jentner Corp
Ohio
$223K +$218K +5,900 New
BCA
1142
Bray Capital Advisors
Florida
$221K +$6.28K +170 +3%
JA
1143
JOYN Advisors
Georgia
$220K -$52.1K -1,410 -20%
MA
1144
MONECO Advisors
Connecticut
$219K +$213K +5,770 New
NB
1145
Nicolet Bankshares
Wisconsin
$218K +$212K +5,750 New
NPP
1146
New Potomac Partners
Maryland
$216K
CA
1147
Cornerstone Advisory
Maryland
$215K -$27.7K -750 -12%
PCM
1148
Princeton Capital Management
New Jersey
$215K
OWA
1149
Outlook Wealth Advisors
Texas
$215K +$209K +5,665 New
SBL
1150
Sargent Bickham Lagudis
Colorado
$214K

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.