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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
CFIA
101
Cantor Fitzgerald Investment Advisors
New York
$44.6M +$2.4M +65,020 +6%
AA
102
ALPS Advisors
Colorado
$43.9M -$2.26M -61,125 -5%
MWM
103
Modera Wealth Management
New Jersey
$43.4M +$1.27M +34,325 +3%
1832 Asset Management
104
1832 Asset Management
Ontario, Canada
$43.2M +$740K +20,050 +2%
NAM
105
NorthCoast Asset Management
Connecticut
$43M +$41.9M +1,135,080 New
BPB
106
Badgley, Phelps & Bell
Washington
$43M +$1.41M +38,175 +3%
LFS
107
Lutz Financial Services
Nebraska
$42.7M +$5.2M +140,880 +14%
FA
108
FDx Advisors
Illinois
$42.3M +$41.2M +1,116,790 New
KA
109
Klingman & Associates
New York
$41.9M -$908K -24,590 -2%
FT
110
Fiduciary Trust
Massachusetts
$41.6M +$8.21M +222,235 +25%
SWM
111
SigFig Wealth Management
California
$41.1M +$4.79M +129,755 +14%
CFG
112
CKW Financial Group
Hawaii
$40.7M +$2.01M +54,320 +5%
CFG
113
Citizens Financial Group
Rhode Island
$39.4M +$1.26M +34,095 +3%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$38.6M -$102K -2,770 -0.3%
EWM
115
Evermay Wealth Management
Virginia
$38.2M +$155K +4,200 +0.4%
BTS
116
BB&T Securities
Virginia
$38.1M -$2.06M -55,685 -5%
AQR Capital Management
117
AQR Capital Management
Connecticut
$37.4M -$175K -4,750 -0.5%
WT
118
Whittier Trust
California
$37M +$13.5M +364,815 +60%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$36.9M +$14.4M +389,770 +67%
Lazard Asset Management
120
Lazard Asset Management
New York
$36.5M -$201K -5,450 -0.6%
SPC
121
Sigma Planning Corp
Michigan
$36M -$5.19M -140,510 -13%
US Bancorp
122
US Bancorp
Minnesota
$35.7M +$305K +8,250 +0.9%
DWM
123
Destination Wealth Management
California
$35.7M +$650K +17,605 +2%
CAL
124
Capital Analysts LLC
Pennsylvania
$35.1M +$1.31M +35,600 +4%
HW
125
Hancock Whitney
Mississippi
$34.9M -$567K -15,340 -2%

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.