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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
MWM
1276
Merriman Wealth Management
Washington
$6.63K -$66.9K -1,745 -9%
PK
1277
Pflug Koory
Nebraska
$6K -$25.5K -665 -82%
FMP
1278
Financial Management Professionals
Texas
$6K
PH
1279
Pinnacle Holdings
Oklahoma
$4.08K +$4.02K +105 New
AIM
1280
Arcadia Investment Management
Michigan
$4K
FPS
1281
Fieldpoint Private Securities
Connecticut
$4K +$3.83K +100 New
MWM
1282
Meridian Wealth Management
Kentucky
$3.46K +$50K +1,305 +17%
NDSI
1283
Newman Dignan & Sheerar Inc
Rhode Island
$3.32K -$40.4K -1,055 -1%
CFN
1284
Cordasco Financial Network
Florida
$3K
LWA
1285
Lowe Wealth Advisors
Maryland
$3K
SWA
1286
Sutton Wealth Advisors
Florida
$2.14K
LWM
1287
Lenox Wealth Management
Ohio
$2K +$575 +15 +30%
LHC
1288
Little House Capital
Massachusetts
$1.94K -$133K -3,480 -7%
CCM
1289
Cribstone Capital Management
Maine
$1K -$10.3K -270 -93%
WB
1290
Webster Bank
Connecticut
$1K
BRWM
1291
B. Riley Wealth Management
Tennessee
$849 +$383 +10 +0%
WIM
1292
Westside Investment Management
California
$39 +$38.9K +1,015 New
PAS
1293
Park Avenue Securities
New York
-$28.5M -741,780 Closed
AUB
1294
Atlantic Union Bankshares
Virginia
-$19.3M -510,035 Closed
COPPSERS
1295
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$13.1M -345,455 Closed
ERSOT
1296
Employees Retirement System of Texas
Texas
-$6.51M -172,000 Closed
I
1297
INVST
Indiana
-$6.13M -159,660 Closed
A
1298
AdvicePeriod
California
-$5.76M -151,970 Closed
EWA
1299
Evolution Wealth Advisors
Florida
-$4.57M -120,535 Closed
Two Sigma Investments
1300
Two Sigma Investments
New York
-$3.96M -104,500 Closed

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.