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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
CCT
1301
Capital City Trust
Florida
-$1.74M -52,310 Closed
FTI
1302
Fiduciary Trust International
Massachusetts
-$1.57M -47,160 Closed
LBD
1303
Landsberg Bennett & Dubbaneh
Florida
-$1.39M -41,890 Closed
DACG
1304
Donor Advised Charitable Giving
California
-$1.33M -40,000 Closed
BWM
1305
BT Wealth Management
Georgia
-$1.51M -39,885 Closed
Calamos Advisors
1306
Calamos Advisors
Illinois
-$1.27M -38,250 Closed
CCM
1307
Channing Capital Management
Illinois
-$1.13M -34,000 Closed
CI
1308
CX Institutional
Indiana
-$915K -27,540 Closed
PWS
1309
Paragon Wealth Strategies
Florida
-$897K -27,290 Closed
CL
1310
Cabana LLC
Arkansas
-$899K -27,070 Closed
SFFS
1311
Stonehage Fleming Financial Services
Jersey
-$768K -23,135 Closed
PWAG
1312
Polaris Wealth Advisory Group
California
-$742K -22,350 Closed
NAP
1313
New Amsterdam Partners
New York
-$587K -17,660 Closed
FIA
1314
Foundations Investment Advisors
Arizona
-$558K -14,980 Closed
EFS
1315
Essex Financial Services
Connecticut
-$432K -13,015 Closed
BDF
1316
Black Diamond Financial
Maryland
-$295K -11,435 Closed
BII
1317
Bainco International Investors
Massachusetts
-$372K -11,195 Closed
EC
1318
Estate Counselors
Wisconsin
-$336K -10,125 Closed
JPG
1319
Jordan Park Group
California
-$271K -8,150 Closed
WCM
1320
Weatherstone Capital Management
Colorado
-$316K -7,845 Closed
IWS
1321
Insight Wealth Strategies
California
-$255K -7,670 Closed
Wealthfront Advisers
1322
Wealthfront Advisers
California
-$241K -7,245 Closed
PRS
1323
Pinkerton Retirement Specialists
Idaho
-$238K -7,175 Closed
PA
1324
Paracle Advisors
Washington
-$228K -6,880 Closed
CIM
1325
Confluence Investment Management
Missouri
-$224K -6,755 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.