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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
BCMIO
1276
Beacon Capital Management Inc (Ohio)
Ohio
$4K +$3.51K +95 New
AIM
1277
Arcadia Investment Management
Michigan
$4K +$3.88K +105 New
CFN
1278
Cordasco Financial Network
Florida
$3K
NWA
1279
New World Advisors
Massachusetts
$3K +$2.95K +80 New
Koshinski Asset Management
1280
Koshinski Asset Management
Illinois
$2.72K +$42.8K +1,160 +2%
BFG
1281
Beacon Financial Group
Texas
$2.46K -$140K -3,785 -6%
SWA
1282
Sutton Wealth Advisors
Florida
$2.08K
LWM
1283
Lenox Wealth Management
Ohio
$2K -$6.65K -180 -78%
LWA
1284
Lowe Wealth Advisors
Maryland
$2K
WB
1285
Webster Bank
Connecticut
$1K
FMI
1286
Factory Mutual Insurance
Massachusetts
-$42.7M -1,287,000 Closed
AF
1287
Ally Financial
Michigan
-$19.1M -575,000 Closed
CGI
1288
Cougar Global Investments
Ontario, Canada
-$10.7M -323,620 Closed
Capital Fund Management (CFM)
1289
Capital Fund Management (CFM)
France
-$5.03M -151,460 Closed
EPA
1290
Element Pointe Advisors
Florida
-$4.95M -149,115 Closed
Kayne Anderson Rudnick Investment Management
1291
Kayne Anderson Rudnick Investment Management
California
-$4.88M -146,820 Closed
PAMU
1292
Pictet Asset Management (UK)
United Kingdom
-$4.29K -129,275 Closed
Wolverine Trading
1293
Wolverine Trading
Illinois
-$4.21M -128,170 Closed
GC
1294
Garde Capital
Washington
-$3.78M -113,950 Closed
FCH
1295
Freestone Capital Holdings
Washington
-$3.48M -104,735 Closed
CGH
1296
Crossmark Global Holdings
Texas
-$3.45M -103,750 Closed
SG Americas Securities
1297
SG Americas Securities
New York
-$3.35M -100,950 Closed
EK
1298
Evensky & Katz
Florida
-$2.62M -78,740 Closed
QAM
1299
Questar Asset Management
Minnesota
-$2.02M -60,860 Closed
Squarepoint
1300
Squarepoint
New York
-$1.91M -57,515 Closed

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.