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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
TC
126
Telemus Capital
Michigan
$34.8M -$13.2M -356,240 -28%
CAN
127
Cetera Advisor Networks
California
$34.7M +$437K +11,845 +1%
CWM
128
Connecticut Wealth Management
Connecticut
$34.5M +$1.55M +41,975 +5%
WAM
129
Wealthspire Advisors (Maryland)
Maryland
$34.3M +$6.27M +169,800 +23%
Rafferty Asset Management
130
Rafferty Asset Management
New York
$34.1M -$24.7M -667,900 -43%
CCWA
131
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33.4M +$1.44M +39,040 +5%
FHB
132
First Hawaiian Bank
Hawaii
$32.7M +$467K +12,645 +1%
AIP
133
Ameritas Investment Partners
Nebraska
$31.7M -$1.47M -39,735 -5%
JFA
134
JNBA Financial Advisors
Minnesota
$31.4M -$5.71M -154,685 -16%
FHA
135
First Horizon Advisors
Tennessee
$31.4M +$3.72M +100,705 +14%
BFA
136
Beaumont Financial Advisors
Massachusetts
$31.2M +$704K +19,070 +2%
SHGA
137
Sand Hill Global Advisors
California
$31M +$815K +22,075 +3%
DT
138
Diversified Trust
Tennessee
$30.6M +$1.27M +34,255 +4%
AWM
139
Altium Wealth Management
New York
$30.4M +$5.22M +141,260 +21%
BOS
140
Bank of Stockton
California
$30.3M +$412K +11,155 +1%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$30.1M +$3.7M +100,325 +14%
AF
142
Affiance Financial
Minnesota
$30.1M -$2.31M -62,515 -7%
BSB
143
Bangor Savings Bank
Maine
$29.7M -$372K -10,080 -1%
SWP
144
Stratos Wealth Partners
Ohio
$29.3M +$624K +16,895 +2%
WI
145
Wintrust Investments
Illinois
$28.7M +$273K +7,385 +1%
CWM
146
Cahaba Wealth Management
Georgia
$28.5M +$10M +271,410 +56%
PAS
147
Park Avenue Securities
New York
$28.5M +$27.4M +741,780 New
MFG
148
Magnus Financial Group
New York
$28.1M +$3.48M +94,195 +15%
PI
149
Pachira Investments
California
$27.8M +$210K +5,695 +0.8%
WSFS
150
Wilmington Savings Fund Society
Delaware
$27.6M -$1.56M -42,120 -5%

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.