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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
JHCP
1226
Jackson Hole Capital Partners
Oklahoma
$59K
FPB
1227
First PREMIER Bank
South Dakota
$58K -$28.7K -750 -33%
RWA
1228
Redhawk Wealth Advisors
Minnesota
$58K +$57.5K +1,500 New
BRC
1229
Bell Rock Capital
Delaware
$57K -$2.68K -70 -5%
EI
1230
Ellevest Inc
New York
$56K
PAI
1231
Pittenger & Anderson Inc
Nebraska
$56K
CWA
1232
Clarus Wealth Advisors
Arizona
$56K +$383 +10 +0.7%
APC
1233
Aspire Private Capital
North Carolina
$56K +$13.6K +355 +33%
PCMK
1234
Paragon Capital Management (Kansas)
Kansas
$51K -$1.53K -40 -3%
ClearBridge Investments
1235
ClearBridge Investments
New York
$51K +$49.8K +1,300 New
NSB
1236
Norway Savings Bank
Maine
$49K
DAM
1237
Delta Asset Management
Tennessee
$48K
SFSG
1238
Stearns Financial Services Group
North Carolina
$46K
WAM
1239
Wakefield Asset Management
Colorado
$45K
EAM
1240
Eukles Asset Management
Ohio
$44K +$23.2K +605 +113%
SFA
1241
Stewardship Financial Advisors
Georgia
$43K
TFA
1242
Transamerica Financial Advisors
Florida
$42K +$41K +1,070 New
DPA
1243
Delphi Private Advisors
California
$39K
WOC
1244
West Oak Capital
California
$39K
MRCM
1245
M&R Capital Management
New Jersey
$38K
CICI
1246
Capital Investment Counsel Inc
North Carolina
$36K
MF
1247
Manchester Financial
California
$36K +$35.5K +925 New
IBOK
1248
Independence Bank of Kentucky
Kentucky
$35K
YWP
1249
YorkBridge Wealth Partners
New York
$35K
AOWM
1250
Alpha Omega Wealth Management
Virginia
$34K

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.