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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
PFC
1251
Phocas Financial Corp
California
$34K
VCM
1252
Versant Capital Management
Arizona
$32K +$958 +25 +3%
AAP
1253
Arax Advisory Partners
Colorado
$30K +$29.7K +775 New
CH
1254
Canton Hathaway
Rhode Island
$26K +$25.9K +675 New
GWA
1255
Guidant Wealth Advisors
Illinois
$24K
RFM
1256
Royal Fund Management
Florida
$22K
LGWM
1257
Litman Gregory Wealth Management
California
$20K +$19.9K +520 New
RE
1258
RBC Europe
United Kingdom
$17.7K
SIS
1259
Sound Income Strategies
Florida
$16K -$6.51K -170 -29%
ACS
1260
Archford Capital Strategies
Illinois
$16K
MSFP
1261
Mark Sheptoff Financial Planning
Connecticut
$16K
First Manhattan
1262
First Manhattan
New York
$15K
WWM
1263
Willingdon Wealth Management
North Carolina
$14K -$835K -21,785 -98%
LFG
1264
Larson Financial Group
Missouri
$14K -$9.39K -245 -40%
TCM
1265
Tradewinds Capital Management
Washington
$14K -$9.39K -245 -41%
AP
1266
Atwood & Palmer
Missouri
$14K -$7.28K -190 -35%
FCMT
1267
Founders Capital Management (Texas)
Texas
$14K
SCA
1268
Stonebridge Capital Advisors
Minnesota
$10K +$10.3K +270 New
GT
1269
Glenmede Trust
Pennsylvania
$9.87K +$740K +19,295 +8%
ME
1270
McIlrath & Eck
Washington
$9K
SAM
1271
Shamrock Asset Management
Texas
$9K +$9.01K +235 New
BC
1272
Barnett & Company
Tennessee
$8K
EWM
1273
Edge Wealth Management
New York
$8K
CA
1274
Centerpoint Advisors
Massachusetts
$8K +$575 +15 +8%
TWA
1275
TCI Wealth Advisors
Arizona
$8K +$7.67K +200 New

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.