We are live on ! Find out more
IJH icon

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
CIA
126
Capital Investment Advisors
Georgia
$35.5M -$15.8M -413,005 -31%
CAN
127
Cetera Advisor Networks
California
$35.4M -$212K -5,530 -0.6%
Rafferty Asset Management
128
Rafferty Asset Management
New York
$35.4M +$434K +11,320 +1%
FHA
129
First Horizon Advisors
Tennessee
$32.7M +$454K +11,850 +1%
FHB
130
First Hawaiian Bank
Hawaii
$32.5M -$994K -25,940 -3%
BFA
131
Beaumont Financial Advisors
Massachusetts
$32.1M +$71.5K +1,865 +0.2%
AIP
132
Ameritas Investment Partners
Nebraska
$32M -$569K -14,855 -2%
SOMRS
133
State of Michigan Retirement System
Michigan
$31.9M -$49.5M -1,292,500 -61%
SPC
134
Sigma Planning Corp
Michigan
$31.7M -$5.16M -134,565 -14%
AF
135
Affiance Financial
Minnesota
$31.6M +$785K +20,480 +3%
Mariner
136
Mariner
Kansas
$31.4M +$4M +104,330 +15%
JFA
137
JNBA Financial Advisors
Minnesota
$31.4M -$812K -21,185 -3%
DT
138
Diversified Trust
Tennessee
$31.3M
CWM
139
Cahaba Wealth Management
Georgia
$31.3M +$2.06M +53,680 +7%
BSB
140
Bangor Savings Bank
Maine
$31M +$604K +15,750 +2%
SWP
141
Stratos Wealth Partners
Ohio
$31M +$932K +24,330 +3%
TC
142
Telemus Capital
Michigan
$30.5M -$3.79M -98,915 -11%
BOS
143
Bank of Stockton
California
$30.3M -$768K -20,030 -3%
WI
144
Wintrust Investments
Illinois
$29.9M +$449K +11,705 +2%
Pacer Advisors
145
Pacer Advisors
Pennsylvania
$29M +$28.6M +747,525 New
MFG
146
Magnus Financial Group
New York
$28.8M -$50K -1,305 -0.2%
EDRH
147
Edmond de Rothschild Holding
Switzerland
$28.6M +$2.84M +74,205 +11%
LRIA
148
Leonard Rickey Investment Advisors
Washington
$28.1M +$625K +16,305 +2%
GLA
149
Good Life Advisors
Pennsylvania
$28.1M +$37.9K +990 +0.1%
PI
150
Pachira Investments
California
$28.1M -$426K -11,110 -2%

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.