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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
RC
176
Randolph Company
Ohio
$19.8M +$41.1K +1,065 +0.2%
JWA
177
JFS Wealth Advisors
Pennsylvania
$19.7M -$177K -4,570 -0.9%
AWM
178
Altium Wealth Management
New York
$19.7M +$4.52M +116,925 +30%
TA
179
Tiedemann Advisors
New York
$19.5M -$14.3M -370,040 -43%
SFS
180
Summit Financial Strategies
Ohio
$19.5M +$811K +20,995 +4%
FT
181
Fiduciary Trust
Massachusetts
$19.2M +$12.8M +331,240 +204%
CC
182
Chanos & Company
New York
$19M -$3.39M -87,775 -15%
BCM
183
Brookstone Capital Management
Illinois
$18.8M +$872K +22,580 +5%
SGAM
184
Steinberg Global Asset Management
Florida
$18.7M -$274K -7,095 -1%
CWM
185
Calamos Wealth Management
Illinois
$18.2M +$2.57M +66,645 +17%
CGI
186
Cougar Global Investments
Ontario, Canada
$17.8M +$1.69M +43,695 +11%
FMII
187
Farmers & Merchants Investments Inc
Nebraska
$17.7M +$310K +8,025 +2%
CIR
188
Clear Investment Research
Georgia
$17.7M
FNBOH
189
First National Bank of Hutchinson
Kansas
$17.7M -$336K -8,695 -2%
TCM
190
Twele Capital Management
Minnesota
$17.5M -$10.8K -280 -0.1%
HSBC Holdings
191
HSBC Holdings
United Kingdom
$17.3M +$203K +5,245 +1%
WAG
192
Winthrop Advisory Group
Massachusetts
$17M +$2.57M +66,420 +18%
LP
193
LGL Partners
Pennsylvania
$16.9M +$957K +24,775 +6%
CC
194
Cadinha & Co
Hawaii
$16.9M +$12M +311,670 +254%
CA
195
Clearstead Advisors
Ohio
$16.7M -$407K -10,540 -2%
HI
196
Hudock Inc
Pennsylvania
$16.6M -$32.6K -845 -0.2%
PL
197
Polianta Ltd
Jersey
$16.5M +$16.4M +423,500 New
GBT
198
Grove Bank & Trust
Florida
$16.3M +$2.7M +70,015 +20%
ERSOT
199
Employees Retirement System of Texas
Texas
$16.2M +$8.6M +222,500 +116%
PAM
200
Peninsula Asset Management
Florida
$16.1M +$67.6K +1,750 +0.4%

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.