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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
LSAG
1151
Lake Street Advisors Group
New Hampshire
$214K +$209K +5,650 New
HBT
1152
Hills Bank & Trust
Iowa
$214K +$209K +5,655 New
Fisher Asset Management
1153
Fisher Asset Management
Washington
$213K -$127K -3,440 -38%
EFL
1154
ERn Financial LLC
Wisconsin
$212K -$24.4K -660 -11%
HA
1155
Harborview Advisors
Maine
$211K -$17K -460 -8%
NCM
1156
Northwest Capital Management
Oregon
$211K +$206K +5,575 New
AWMG
1157
Alliance Wealth Management Group
New Jersey
$211K +$206K +5,580 New
AssetMark Inc
1158
AssetMark Inc
California
$209K +$923 +25 +0.5%
IDA
1159
Intelligence Driven Advisers
California
$209K +$203K +5,510 New
VBFG
1160
Vishria Bird Financial Group
Tennessee
$209K +$204K +5,515 New
IC
1161
InterOcean Capital
Illinois
$206K -$34.9K -945 -15%
SMFS
1162
Squar Milner Financial Services
California
$205K
CPIA
1163
Cornell Pochily Investment Advisors
New York
$205K +$201K +5,430 New
RM
1164
Resource Management
Louisiana
$204K +$199K +5,380 New
NAM
1165
North American Management
Massachusetts
$203K +$198K +5,350 New
OBGC
1166
O'Brien Greene & Co
Pennsylvania
$203K +$198K +5,355 New
Bank of Nova Scotia
1167
Bank of Nova Scotia
Ontario, Canada
$203K +$198K +5,360 New
WCWM
1168
Willow Creek Wealth Management
California
$202K +$197K +5,330 New
SCM
1169
Schnieders Capital Management
California
$202K +$197K +5,335 New
PLFAM
1170
Pineno Levin & Ford Asset Management
Virginia
$202K +$197K +5,340 New
NP
1171
NorthRock Partners
Minnesota
$201K +$195K +5,280 New
DIA
1172
Dana Investment Advisors
Wisconsin
$201K +$196K +5,300 New
HCM
1173
Hall Capital Management
Rhode Island
$201K +$196K +5,315 New
KM
1174
Kalos Management
Georgia
$196K -$29.9K -810 -14%
BBA
1175
Braun-Bostich & Associates
Pennsylvania
$186K -$623K -16,875 -77%

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.