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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
Barclays
1201
Barclays
United Kingdom
$106K -$28.9K -755 -22%
TCM
1202
TD Capital Management
Tennessee
$103K +$80.7K +2,105 +390%
FMB
1203
Field & Main Bank
Kentucky
$97K
GIP
1204
Granite Investment Partners
California
$95K +$69.9K +1,825 +292%
FWM
1205
Focused Wealth Management
New York
$93K +$383 +10 +0.4%
RP
1206
Rice Partnership
Hawaii
$93K +$92K +2,400 New
RFA
1207
Reilly Financial Advisors
California
$88K -$28.4K -740 -25%
Kayne Anderson Rudnick Investment Management
1208
Kayne Anderson Rudnick Investment Management
California
$87K +$86K +2,245 New
FA
1209
Financial Advantage
Maryland
$86K
IWA
1210
IBEX Wealth Advisors
New Jersey
$86K +$84.9K +2,215 New
HWM
1211
Holloway Wealth Management
Florida
$83K
WEC
1212
Winslow Evans & Crocker
Massachusetts
$82K +$30.7K +800 +63%
RBC
1213
Roble Belko & Company
Pennsylvania
$81K +$47.5K +1,240 +145%
FGAM
1214
Financial Gravity Asset Management
Texas
$79K
MCM
1215
McMillion Capital Management
North Carolina
$79K +$77.6K +2,025 New
VCM
1216
Vigilant Capital Management
Maine
$78K
CMBA
1217
C.M. Bidwell & Associates
Hawaii
$75K +$383 +10 +0.5%
HDIM
1218
Hanson & Doremus Investment Management
Vermont
$74K
NCM
1219
New Capital Management
Texas
$74K
LB
1220
Legacy Bridge
Iowa
$72K
AWM
1221
AllSquare Wealth Management
New York
$70K
HIIFS
1222
Harel Insurance Investments & Financial Services
Israel
$68K
ADL
1223
Asset Dedication LLC
California
$66K +$18.2K +475 +39%
GAM
1224
Griffin Asset Management
New York
$63K +$62.5K +1,630 New
CB
1225
CNB Bank
Pennsylvania
$62K +$5.94K +155 +11%

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.