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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
GIM
151
Goelzer Investment Management
Indiana
$27.9M +$1.64M +42,825 +6%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$27.5M
CG
153
Colony Group
Massachusetts
$27.1M +$19.5M +508,440 +268%
Citigroup
154
Citigroup
New York
$26.6M -$60.1M -1,568,145 -70%
WSFS
155
Wilmington Savings Fund Society
Delaware
$26.3M -$1.91M -49,840 -7%
BFPW
156
BOK Financial Private Wealth
Colorado
$26.3M +$25.2M +657,335 +3,540%
FBFS
157
First Business Financial Services
Wisconsin
$25.8M +$5.75K +150 +0%
Fiera Capital (Canada)
158
Fiera Capital (Canada)
Quebec, Canada
$25.6M +$2.91M +75,940 +13%
TCM
159
Twele Capital Management
Minnesota
$25.1M +$5.44M +141,865 +28%
PWLP
160
Prio Wealth Limited Partnership
Massachusetts
$24.9M +$1.72M +44,955 +8%
Prudential Financial
161
Prudential Financial
New Jersey
$24.8M +$5.42M +141,315 +28%
FA
162
FDx Advisors
Illinois
$24.5M -$18.6M -486,600 -44%
LP
163
LGL Partners
Pennsylvania
$24.4M +$239K +6,230 +1%
AWC
164
Abundance Wealth Counselors
Pennsylvania
$24.3M +$188K +4,910 +0.8%
RRC
165
Relaxing Retirement Coach
Massachusetts
$24.2M +$350K +9,140 +1%
NA
166
Nottingham Advisors
New York
$24.1M +$207K +5,405 +0.9%
CPIG
167
Chicago Partners Investment Group
Illinois
$23.7M -$80.1K -2,090 -0.3%
FNT
168
First National Trust
Pennsylvania
$23.3M -$707K -18,435 -3%
TCOV
169
Trust Company of Vermont
Vermont
$23.1M +$149K +3,895 +0.7%
PSUF
170
People's United Financial
Connecticut
$23M +$20.9M +545,540 +1,178%
DWA
171
Divergent Wealth Advisors
Utah
$22.9M -$3.7M -96,590 -14%
MA
172
MCF Advisors
Kentucky
$22.8M -$2.28M -59,360 -9%
W
173
Wealthquest
Ohio
$22.5M +$718K +18,730 +3%
WIP
174
Wellesley Investment Partners
Massachusetts
$22.3M +$91.8K +2,395 +0.4%
PA
175
Planning Alternatives
Michigan
$21.9M -$788K -20,570 -4%

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.