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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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$27.5M -$17.5M -474,230 -48%
GLA
152
Good Life Advisors
Pennsylvania
$27.4M +$1.24M +33,530 +5%
LRIA
153
Leonard Rickey Investment Advisors
Washington
$26.8M +$349K +9,460 +1%
Mariner
154
Mariner
Kansas
$26.7M +$2.21M +59,715 +9%
DWA
155
Divergent Wealth Advisors
Utah
$25.9M -$7M -189,425 -22%
GIM
156
Goelzer Investment Management
Indiana
$25.6M +$7.74M +209,645 +45%
FBFS
157
First Business Financial Services
Wisconsin
$25.1M +$3.4M +92,025 +16%
EDRH
158
Edmond de Rothschild Holding
Switzerland
$25M -$4.51M -122,185 -16%
MA
159
MCF Advisors
Kentucky
$24.5M +$232K +6,270 +1%
CPIG
160
Chicago Partners Investment Group
Illinois
$24M -$284K -7,685 -1%
LP
161
LGL Partners
Pennsylvania
$23.5M +$5.48M +148,280 +31%
AWC
162
Abundance Wealth Counselors
Pennsylvania
$23.5M +$182K +4,920 +0.8%
FNT
163
First National Trust
Pennsylvania
$23.4M -$136K -3,670 -0.6%
NA
164
Nottingham Advisors
New York
$23.4M -$9.12M -246,970 -29%
RRC
165
Relaxing Retirement Coach
Massachusetts
$23.2M +$27.7K +750 +0.1%
PWLP
166
Prio Wealth Limited Partnership
Massachusetts
$22.5M +$4.51M +122,200 +26%
TCOV
167
Trust Company of Vermont
Vermont
$22.4M -$224K -6,055 -1%
Fiera Capital (Canada)
168
Fiera Capital (Canada)
Quebec, Canada
$22.1M +$1.73M +46,770 +9%
PA
169
Planning Alternatives
Michigan
$22.1M -$1.41M -38,100 -6%
WIP
170
Wellesley Investment Partners
Massachusetts
$21.6M -$281K -7,610 -1%
W
171
Wealthquest
Ohio
$21.3M +$973K +26,355 +5%
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$19.9M +$9.87M +267,225 +103%
SFS
173
Summit Financial Strategies
Ohio
$19.9M +$197K +5,345 +1%
TC
174
Trilogy Capital
California
$19.8M -$4.79M -129,660 -20%
CCM
175
Coldstream Capital Management
Washington
$19.7M +$401K +10,855 +2%

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.