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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
PCMK
1226
Paragon Capital Management (Kansas)
Kansas
$52K +$50.4K +1,365 New
NSB
1227
Norway Savings Bank
Maine
$48K
WEC
1228
Winslow Evans & Crocker
Massachusetts
$48K
DAM
1229
Delta Asset Management
Tennessee
$47K
SFSG
1230
Stearns Financial Services Group
North Carolina
$45K
ADL
1231
Asset Dedication LLC
California
$45K +$8.13K +220 +22%
WAM
1232
Wakefield Asset Management
Colorado
$44K +$43.2K +1,170 New
SFA
1233
Stewardship Financial Advisors
Georgia
$42K
APC
1234
Aspire Private Capital
North Carolina
$41K -$52.4K -1,420 -57%
MRCM
1235
M&R Capital Management
New Jersey
$39K
DPA
1236
Delphi Private Advisors
California
$38K -$7.39K -200 -17%
WOC
1237
West Oak Capital
California
$38K
CICI
1238
Capital Investment Counsel Inc
North Carolina
$35K +$34.3K +930 New
YWP
1239
YorkBridge Wealth Partners
New York
$34K -$17.9K -485 -35%
LJHT
1240
Laurie J. Hall Trustee
$34K
IBOK
1241
Independence Bank of Kentucky
Kentucky
$34K +$4.62K +125 +16%
AOWM
1242
Alpha Omega Wealth Management
Virginia
$33K
LYV
1243
Live Your Vision
Pennsylvania
$33K +$10.3K +280 +49%
RBC
1244
Roble Belko & Company
Pennsylvania
$32K
PK
1245
Pflug Koory
Nebraska
$31K
VCM
1246
Versant Capital Management
Arizona
$31K
KPW
1247
Kore Private Wealth
New York
$28K
WAS
1248
WESPAC Advisors SoCal
California
$28K +$27.7K +750 New
GWA
1249
Guidant Wealth Advisors
Illinois
$24K
GIP
1250
Granite Investment Partners
California
$24K +$23.1K +625 New

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.