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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
Two Sigma Investments
1151
Two Sigma Investments
New York
-$732K -19,500 Closed
IIM
1152
Ipswich Investment Management
Massachusetts
-$603K -16,065 Closed
PWM
1153
Perigon Wealth Management
California
-$558K -14,885 Closed
ZB
1154
Zions Bancorporation
Utah
-$507K -13,505 Closed
MG
1155
Mather Group
Illinois
-$416K -11,095 Closed
GKWIM
1156
Gerber Kawasaki Wealth & Investment Management
California
-$363K -9,680 Closed
LA
1157
Leonetti & Associates
Illinois
-$361K -9,620 Closed
AL
1158
Aspiriant LLC
California
-$346K -9,220 Closed
CC
1159
Cedar Capital
Illinois
-$343K -9,145 Closed
IIC
1160
Integrated Investment Consultants
Michigan
-$303K -8,080 Closed
CW
1161
CreativeOne Wealth
Kansas
-$302K -8,050 Closed
JWS
1162
Juncture Wealth Strategies
Arizona
-$302K -8,050 Closed
CSM
1163
CAMG Solamere Management
North Carolina
-$278K -7,440 Closed
WIC
1164
Woodmont Investment Counsel
Tennessee
-$260K -6,920 Closed
CIS
1165
Connors Investor Services
Pennsylvania
-$255K -6,810 Closed
BMO
1166
Beck Mack & Oliver
New York
-$242K -6,455 Closed
AWMG
1167
Alliance Wealth Management Group
New Jersey
-$234K -6,240 Closed
OA
1168
Opes Advisors
California
-$221K -5,885 Closed
ACM
1169
AlphaStar Capital Management
North Carolina
-$212K -5,655 Closed
SWA
1170
SFMG Wealth Advisors
Texas
-$211K -5,625 Closed
CRWM
1171
Castle Rock Wealth Management
California
-$204K -5,435 Closed
CIC
1172
Cornercap Investment Counsel
Georgia
-$201K -5,350 Closed
FCAG
1173
First Capital Advisors Group
New Jersey
-$190K -5,070 Closed
PS
1174
Portfolio Solutions
Michigan
-$107K -2,845 Closed
IFAM
1175
Institutional & Family Asset Management
Colorado
-$44K -1,160 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.