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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
BPB
101
Badgley, Phelps & Bell
Washington
$44.6M +$489K +12,765 +1%
KA
102
Klingman & Associates
New York
$44.4M +$1.41M +36,910 +3%
MWM
103
Modera Wealth Management
New Jersey
$44.2M -$298K -7,785 -0.7%
1832 Asset Management
104
1832 Asset Management
Ontario, Canada
$43.8M
WAM
105
Wealthspire Advisors (Maryland)
Maryland
$43.1M +$7.74M +201,865 +22%
AA
106
ALPS Advisors
Colorado
$42.5M -$2.57M -67,005 -6%
CC
107
Chanos & Company
New York
$42.5M +$26.8M +700,365 +179%
HW
108
Hancock Whitney
Mississippi
$40.2M +$4.33M +112,850 +12%
WT
109
Whittier Trust
California
$40.2M +$2.14M +55,930 +6%
CFIA
110
Cantor Fitzgerald Investment Advisors
New York
$39.6M -$6.02M -157,095 -13%
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$38.8M -$754K -19,675 -2%
EWM
112
Evermay Wealth Management
Virginia
$38.6M -$589K -15,380 -2%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$38.2M +$390K +10,165 +1%
US Bancorp
114
US Bancorp
Minnesota
$38M +$1.4M +36,470 +4%
BTS
115
BB&T Securities
Virginia
$37.5M -$1.52M -39,695 -4%
NAM
116
NorthCoast Asset Management
Connecticut
$37.4M -$6.63M -173,060 -15%
CFG
117
Citizens Financial Group
Rhode Island
$37.4M -$2.99M -78,080 -8%
CFG
118
CKW Financial Group
Hawaii
$37.2M -$4.49M -117,045 -11%
DWM
119
Destination Wealth Management
California
$37.1M +$499K +13,015 +1%
CWM
120
Connecticut Wealth Management
Connecticut
$36.8M +$1.42M +37,040 +4%
AQR Capital Management
121
AQR Capital Management
Connecticut
$36.5M -$1.84M -48,000 -5%
Lazard Asset Management
122
Lazard Asset Management
New York
$36.1M -$1.28M -33,370 -3%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$35.8M +$1.49M +38,850 +4%
AWM
124
Altium Wealth Management
New York
$35.8M +$4.49M +117,155 +15%
CAL
125
Capital Analysts LLC
Pennsylvania
$35.5M -$500K -13,050 -1%

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.