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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
FFG
1326
Frisch Financial Group
New York
-$224K -6,730 Closed
FWM
1327
Foresight Wealth Management
Utah
-$223K -6,725 Closed
HIS
1328
Harvest Investment Services
Illinois
-$242K -6,670 Closed
BAM
1329
Belpointe Asset Management
Nevada
-$212K -6,375 Closed
SCM
1330
Stonehearth Capital Management
Massachusetts
-$211K -6,350 Closed
DG
1331
Delek Group
Israel
-$218K -6,065 Closed
HC
1332
Hamilton Capital
Ohio
-$224K -5,950 Closed
PC
1333
Premise Capital
Illinois
-$197K -5,925 Closed
HT
1334
Heritage Trust
Oklahoma
-$195K -5,870 Closed
WANY
1335
Wealthspire Advisors (New York)
New York
-$165K -4,955 Closed
W
1336
WealthOne
New York
-$97K -2,915 Closed
HPC
1337
HM Payson & Co
Maine
-$76K -2,300 Closed
BOPW
1338
Brandywine Oak Private Wealth
Pennsylvania
-$72K -2,185 Closed
Simplex Trading
1339
Simplex Trading
Illinois
-$70K -2,130 Closed
MWA
1340
Meridian Wealth Advisors
Texas
-$51K -1,525 Closed
CG
1341
Cutler Group
California
-$55.4K -1,500 Closed
TFA
1342
Transamerica Financial Advisors
Florida
-$30K -885 Closed
NL
1343
NVWM LLC
Pennsylvania
-$22K -665 Closed
SMG
1344
Spectrum Management Group
Indiana
-$17K -500 Closed
LPWM
1345
Lake Point Wealth Management
Texas
-$9.42K -255 -98%
CIM
1346
Contravisory Investment Management
Massachusetts
-$7K -215 Closed
BWA
1347
Burt Wealth Advisors
Maryland
-$6K -170 Closed
HH
1348
HWG Holdings
Texas
-$6K -165 Closed
PA
1349
Perennial Advisors
New York
-$5K -155 Closed
SFA
1350
Semmax Financial Advisors
North Carolina
-$4K -110 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.