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iShares Core S&P Mid-Cap ETF

1,132 hedge funds and large institutions have $31.9B invested in iShares Core S&P Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 504 increasing their positions, 361 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more call options, than puts

Call options by funds: $70M | Put options by funds: $11.9M

40% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 361

38% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 47

13.21% more ownership

Funds ownership: 342.14%355.35% (+13%)

3% more funds holding in top 10

Funds holding in top 10: 227234 (+7)

5% more capital invested

Capital invested by funds: $30.5B → $31.9B (+$1.46B)

1% more funds holding

Funds holding: 1,1231,132 (+9)

Holders
1,132
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
25.91%
Holding in Top 10
234
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.08%
% of All Funds
5.36%
New
65
Increased
504
Reduced
361
Closed
47
Calls
$70M
Puts
$11.9M
Net Calls
+$58.1M
Net Calls Change
+$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
126
Beaumont Financial Advisors
Massachusetts
$33M +$407K +10,545 +1%
CCWA
127
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32.5M +$415K +10,750 +1%
PP
128
Pegasus Partners
Wisconsin
$32.2M -$21.8M -564,060 -41%
AIP
129
Ameritas Investment Partners
Nebraska
$32.2M -$475K -12,285 -1%
BSB
130
Bangor Savings Bank
Maine
$31.5M +$542K +14,020 +2%
BOS
131
Bank of Stockton
California
$31.4M -$459K -11,880 -1%
WSFS
132
Wilmington Savings Fund Society
Delaware
$31.2M -$706K -18,265 -2%
SHGA
133
Sand Hill Global Advisors
California
$31M +$28M +725,505 +1,017%
Citigroup
134
Citigroup
New York
$31M +$1.85M +48,020 +6%
WI
135
Wintrust Investments
Illinois
$30.5M -$68.8K -1,780 -0.2%
SWP
136
Stratos Wealth Partners
Ohio
$29.5M -$3.03M -78,410 -9%
Fiera Capital (Canada)
137
Fiera Capital (Canada)
Quebec, Canada
$29.4M +$5.83M +150,820 +25%
PI
138
Pachira Investments
California
$29.4M -$239K -6,190 -0.8%
CAN
139
Cetera Advisor Networks
California
$29.3M -$3.28M -85,010 -10%
DT
140
Diversified Trust
Tennessee
$29.2M +$134K +3,470 +0.5%
EDRH
141
Edmond de Rothschild Holding
Switzerland
$29.2M -$359K -9,295 -1%
FWM
142
FFT Wealth Management
Pennsylvania
$28.8M -$62K -1,605 -0.2%
LRIA
143
Leonard Rickey Investment Advisors
Washington
$28.3M -$153K -3,970 -0.5%
RWP
144
RWA Wealth Partners
Massachusetts
$28.1M -$271K -7,025 -1%
Prudential Financial
145
Prudential Financial
New Jersey
$27.7M +$1.94M +50,120 +8%
CONA
146
Capital One National Association
New York
$27.2M -$1.44M -37,365 -5%
TC
147
Trilogy Capital
California
$27.1M +$1.24M +32,105 +5%
FHA
148
First Horizon Advisors
Tennessee
$27.1M +$2.93M +75,850 +12%
FNT
149
First National Trust
Pennsylvania
$26.1M -$98.9K -2,560 -0.4%
SAS
150
Sage Advisory Services
Texas
$26.1M +$9.87M +255,460 +62%

IJH Hedge Fund Activity: Q2 2018 in Review

1,132 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2018, worth a combined $31.9B — up 4.8% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new IJH positions and 47 closed out — a net gain of 18 holders — while 504 added to existing stakes and 361 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.55B. The largest seller was Credit Suisse, cutting an estimated $733M.

  • 1,132 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2018, up from 1,123 in Q1 2018.
  • Funds reported $31.9B of iShares Core S&P Mid-Cap ETF stock for Q2 2018, up 4.8% quarter-over-quarter.
  • 65 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2018 and 47 closed out, a net change of +18 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.55B added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2018 was Credit Suisse, an estimated $733M sold.

Based on aggregated 13F filings for Q2 2018.