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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
AF
151
Affiance Financial
Minnesota
$25.6M +$1.87M +48,295 +8%
CCM
152
Coldstream Capital Management
Washington
$25.4M +$1.16M +30,005 +5%
GLA
153
Good Life Advisors
Pennsylvania
$25.3M -$905K -23,435 -3%
PA
154
Planning Alternatives
Michigan
$24.7M +$123K +3,185 +0.5%
RRC
155
Relaxing Retirement Coach
Massachusetts
$24.3M +$4.58M +118,650 +24%
SWM
156
SigFig Wealth Management
California
$24M +$23.8M +616,935 New
Manulife (Manufacturers Life Insurance)
157
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24M +$2.27M +58,635 +11%
DWA
158
Divergent Wealth Advisors
Utah
$23.9M +$781K +20,205 +3%
Mariner
159
Mariner
Kansas
$23.5M +$960K +24,860 +4%
NMIMC
160
Northwestern Mutual Investment Management Company
Wisconsin
$23.5M -$4.44M -115,000 -16%
TCOV
161
Trust Company of Vermont
Vermont
$23.3M +$268K +6,940 +1%
JCM
162
Janney Capital Management
Pennsylvania
$22.8M -$11.1M -288,270 -33%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$22.1M +$841K +21,765 +4%
AWA
164
Alaska Wealth Advisors
Alaska
$22M +$1.12M +28,895 +5%
WIP
165
Wellesley Investment Partners
Massachusetts
$21.5M +$825K +21,360 +4%
CPIG
166
Chicago Partners Investment Group
Illinois
$21.4M -$100K -2,595 -0.5%
AF
167
Allworth Financial
California
$21.2M +$21M +542,750 +20,676%
GWM
168
Geneos Wealth Management
Colorado
$21.1M -$668K -17,285 -3%
CA
169
Calton & Associates
Florida
$20.6M +$5.35M +138,510 +37%
DCM
170
DeGreen Capital Management
Arizona
$20.5M -$155K -4,025 -0.8%
BHWM
171
Bar Harbor Wealth Management
New Hampshire
$20.4M -$56.2K -1,455 -0.3%
MIAN
172
Mariner Independent Advisor Network
Kansas
$20.4M -$9.2M -238,055 -31%
PIM
173
Parker Investment Management
California
$20M -$87.9K -2,275 -0.4%
CS
174
Comerica Securities
Michigan
$19.8M +$635K +16,430 +3%
CCP
175
Cardan Capital Partners
Colorado
$19.8M -$93.5K -2,420 -0.5%

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.