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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
VF
1301
Virtu Financial
New York
-$1.99M -52,645 Closed
HFP
1302
Holistic Financial Partners
Indiana
-$1.72M -45,305 Closed
IAA
1303
Independent Advisor Alliance
North Carolina
-$1.48M -39,020 Closed
SWM
1304
Shakespeare Wealth Management
Wisconsin
-$1.44M -38,010 Closed
TFS
1305
Thoroughbred Financial Services
Tennessee
-$475K -12,540 Closed
LCP
1306
Legacy Capital Partners
Wisconsin
-$474K -12,500 Closed
MIG
1307
McGuire Investment Group
Rhode Island
-$467K -12,325 Closed
MG
1308
McCutchen Group
Washington
-$445K -11,750 Closed
CAG
1309
Csenge Advisory Group
Florida
-$414K -10,955 Closed
PP
1310
PagnatoKarp Partners
Virginia
-$410K -10,810 Closed
FEM
1311
Fulcrum Equity Management
Texas
-$392K -10,355 Closed
WIA
1312
World Investment Advisors
California
-$390K -10,295 Closed
SVCP
1313
Silicon Valley Capital Partners
California
-$348K -9,200 Closed
PS
1314
Portfolio Strategies
New York
-$333K -8,790 Closed
SCP
1315
Sandhill Capital Partners
New York
-$273K -7,195 Closed
CAM
1316
Covenant Asset Management
New Jersey
-$257K -6,775 Closed
MM
1317
Meridian Management
Arkansas
-$241K -6,375 Closed
RCG
1318
Ruggie Capital Group
Florida
-$232K -6,125 Closed
Toronto Dominion Bank
1319
Toronto Dominion Bank
Ontario, Canada
-$228K -6,005 Closed
MA
1320
MONECO Advisors
Connecticut
-$219K -5,770 Closed
NB
1321
Nicolet Bankshares
Wisconsin
-$218K -5,750 Closed
AWMG
1322
Alliance Wealth Management Group
New Jersey
-$211K -5,580 Closed
Bank of Nova Scotia
1323
Bank of Nova Scotia
Ontario, Canada
-$203K -5,360 Closed
NP
1324
NorthRock Partners
Minnesota
-$201K -5,280 Closed
IC
1325
Inscription Capital
Texas
-$173K -4,565 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.