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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
UBS AM
101
UBS AM
Illinois
$43.8M +$1.61M +41,600 +4%
BPB
102
Badgley, Phelps & Bell
Washington
$43.2M +$636K +16,475 +2%
MWM
103
Modera Wealth Management
New Jersey
$43.1M -$1.97M -50,940 -4%
US Bancorp
104
US Bancorp
Minnesota
$42.9M -$5.46M -141,245 -11%
SPC
105
Sigma Planning Corp
Michigan
$42.8M +$4.74M +122,605 +13%
QIM
106
Quantitative Investment Management
Virginia
$42.4M +$14.9M +385,500 +55%
EWM
107
Evermay Wealth Management
Virginia
$42.2M +$404K +10,455 +1%
BTS
108
BB&T Securities
Virginia
$41.6M +$1.91M +49,370 +5%
CWM
109
Cornerstone Wealth Management
Missouri
$41.4M +$1.55B +40,064,650 +16,076%
PPA
110
Parametric Portfolio Associates
Washington
$40.8M -$128K -3,315 -0.3%
KA
111
Klingman & Associates
New York
$40.7M +$2.2M +56,910 +6%
FAAS
112
First Allied Advisory Services
California
$39.7M +$7.61M +197,065 +24%
CFG
113
Citizens Financial Group
Rhode Island
$39.5M -$1.68M -43,525 -4%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$38.7M +$453K +11,735 +1%
CFG
115
CKW Financial Group
Hawaii
$38.3M +$1.46M +37,800 +4%
NA
116
Nottingham Advisors
New York
$37.6M +$302K +7,810 +0.8%
PAG
117
Private Advisor Group
New Jersey
$37.3M -$1.26M -32,695 -3%
LFS
118
Lutz Financial Services
Nebraska
$36.5M +$843K +21,830 +2%
CAL
119
Capital Analysts LLC
Pennsylvania
$35.8M +$1.02M +26,320 +3%
DWM
120
Destination Wealth Management
California
$35.4M -$236K -6,105 -0.7%
GC
121
Grimes & Company
Massachusetts
$35.1M -$65.7K -1,700 -0.2%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$35M +$5.13M +132,670 +17%
FHB
123
First Hawaiian Bank
Hawaii
$34.3M -$52.3K -1,355 -0.2%
Lazard Asset Management
124
Lazard Asset Management
New York
$34.2M -$1.01M -26,035 -3%
CWM
125
Connecticut Wealth Management
Connecticut
$33.1M +$848K +21,945 +3%

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.