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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
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$19.4M +$11.7M +317,165 +162%
CWM
177
Cornerstone Wealth Management
Missouri
$19.4M +$157K +4,260 +2%
AUB
178
Atlantic Union Bankshares
Virginia
$19.3M +$13.9M +377,190 +284%
SGAM
179
Steinberg Global Asset Management
Florida
$19.2M +$309K +8,370 +2%
IOOF
180
Independent Order of Foresters
Ontario, Canada
$19.2M
TCM
181
Twele Capital Management
Minnesota
$19.1M -$197K -5,335 -1%
VCM
182
Vision Capital Management
Oregon
$19.1M -$582K -15,755 -3%
BHWM
183
Bar Harbor Wealth Management
New Hampshire
$19M -$427K -11,555 -2%
Prudential Financial
184
Prudential Financial
New Jersey
$18.8M +$1.93M +52,305 +12%
FMII
185
Farmers & Merchants Investments Inc
Nebraska
$18.7M +$399K +10,800 +2%
CPA
186
Capital Planning Advisors
California
$18.6M +$595K +16,115 +3%
HFS
187
HL Financial Services
Kentucky
$18.5M +$2.38M +64,330 +15%
SWMG
188
Strategic Wealth Management Group
Maryland
$18.4M +$589K +15,950 +3%
AIA
189
Ally Invest Advisors
North Carolina
$18.3M +$2.12M +57,360 +13%
MSA
190
Mason Street Advisors
Wisconsin
$18.3M -$27.7M -751,250 -61%
KFS
191
Kelly Financial Services
Massachusetts
$18.2M +$17.7M +479,815 New
WTC
192
WhitTier Trust Company
Nevada
$17.9M +$3.31M +89,580 +23%
CAM
193
Chandler Asset Management
California
$17.7M +$212K +5,750 +1%
GFS
194
GYL Financial Synergies
Connecticut
$17.7M +$498K +13,495 +3%
FNBOH
195
First National Bank of Hutchinson
Kansas
$17.5M +$100K +2,720 +0.6%
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
$17.2M -$60.2M -1,630,205 -78%
JWA
197
JFS Wealth Advisors
Pennsylvania
$17.2M -$171K -4,620 -1%
CA
198
Clearstead Advisors
Ohio
$17.1M +$973K +26,355 +6%
TA
199
Tiedemann Advisors
New York
$16.9M -$7.24M -196,140 -30%
AFA
200
American Financial Advisors
Georgia
$16.8M +$5.09M +137,785 +45%

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.