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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
GI
1201
Gradient Investments
Minnesota
$102K -$12.6K -340 -11%
CGT
1202
Capital Guardian Trust
California
$102K +$99.7K +2,700 New
WCM
1203
WealthBridge Capital Management
Ohio
$101K -$67.6K -1,830 -41%
BAM
1204
Bruderman Asset Management
New York
$100K -$9.23K -250 -9%
FMB
1205
Field & Main Bank
Kentucky
$95K +$92.3K +2,500 New
BMM
1206
Buffington Mohr McNeal
Idaho
$95K +$92.7K +2,510 New
FWM
1207
Focused Wealth Management
New York
$91K -$6.09K -165 -6%
AIA
1208
Alera Investment Advisors
Illinois
$89K +$8.13K +220 +10%
FPB
1209
First PREMIER Bank
South Dakota
$85K
FA
1210
Financial Advantage
Maryland
$84K
FGAM
1211
Financial Gravity Asset Management
Texas
$78K +$75K +2,030 New
VCM
1212
Vigilant Capital Management
Maine
$76K -$73.9K -2,000 -50%
HWM
1213
Holloway Wealth Management
Florida
$74K
CMBA
1214
C.M. Bidwell & Associates
Hawaii
$73K +$369 +10 +0.5%
HDIM
1215
Hanson & Doremus Investment Management
Vermont
$72K
NCM
1216
New Capital Management
Texas
$72K
LB
1217
Legacy Bridge
Iowa
$70K
AWM
1218
AllSquare Wealth Management
New York
$68K
HIIFS
1219
Harel Insurance Investments & Financial Services
Israel
$67K
BRC
1220
Bell Rock Capital
Delaware
$59K -$1.85K -50 -3%
JHCP
1221
Jackson Hole Capital Partners
Oklahoma
$58K +$9.23K +250 +20%
PAI
1222
Pittenger & Anderson Inc
Nebraska
$55K
CB
1223
CNB Bank
Pennsylvania
$54K
EI
1224
Ellevest Inc
New York
$54K
CWA
1225
Clarus Wealth Advisors
Arizona
$54K +$185 +5 +0.4%

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.