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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
HBT
1151
Hills Bank & Trust
Iowa
$220K
LSAG
1152
Lake Street Advisors Group
New Hampshire
$220K
PCM
1153
Princeton Capital Management
New Jersey
$220K
CA
1154
Cornerstone Advisory
Maryland
$219K -$1.92K -50 -0.9%
KM
1155
Kalos Management
Georgia
$217K +$21.8K +570 +11%
Wealthfront Advisers
1156
Wealthfront Advisers
California
$217K +$214K +5,585 New
NCM
1157
Northwest Capital Management
Oregon
$216K
KF
1158
Krilogy Financial
Missouri
$214K -$20.9K -545 -9%
OBGC
1159
O'Brien Greene & Co
Pennsylvania
$214K +$5.56K +145 +3%
CPIA
1160
Cornell Pochily Investment Advisors
New York
$213K +$2.3K +60 +1%
HA
1161
Harborview Advisors
Maine
$212K -$3.64K -95 -2%
IC
1162
InterOcean Capital
Illinois
$212K
SMFS
1163
Squar Milner Financial Services
California
$211K
CCM
1164
Carlson Capital Management
Minnesota
$210K +$207K +5,395 New
RM
1165
Resource Management
Louisiana
$209K
NAM
1166
North American Management
Massachusetts
$208K
WCWM
1167
Willow Creek Wealth Management
California
$208K +$383 +10 +0.2%
PLFAM
1168
Pineno Levin & Ford Asset Management
Virginia
$207K
SCM
1169
Schnieders Capital Management
California
$207K
PA
1170
Paracle Advisors
Washington
$207K +$205K +5,345 New
DIA
1171
Dana Investment Advisors
Wisconsin
$206K
HCM
1172
Hall Capital Management
Rhode Island
$206K
FHC
1173
First Heartland Consultants
Missouri
$205K -$29.7K -775 -13%
EFL
1174
ERn Financial LLC
Wisconsin
$203K -$8.62K -225 -4%
ODCM
1175
Old Dominion Capital Management
Virginia
$203K +$200K +5,230 New

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.