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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
AIA
176
Ally Invest Advisors
North Carolina
$21.6M +$2.82M +73,585 +15%
Thrivent Financial for Lutherans
177
Thrivent Financial for Lutherans
Minnesota
$21.6M +$1.13M +29,580 +6%
WAP
178
Wealthcare Advisory Partners
Pennsylvania
$21.5M +$1.57M +40,910 +8%
SFS
179
Summit Financial Strategies
Ohio
$20.4M -$49.1K -1,280 -0.2%
WTC
180
WhitTier Trust Company
Nevada
$20.2M +$1.82M +47,365 +10%
VCM
181
Vision Capital Management
Oregon
$20M +$424K +11,065 +2%
IOOF
182
Independent Order of Foresters
Ontario, Canada
$19.7M
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$19.6M +$458K +11,955 +2%
KFS
184
Kelly Financial Services
Massachusetts
$19.6M +$937K +24,435 +5%
SWMG
185
Strategic Wealth Management Group
Maryland
$19.6M +$659K +17,190 +4%
QI
186
QS Investors
New York
$19.5M +$4.04M +105,490 +27%
BHWM
187
Bar Harbor Wealth Management
New Hampshire
$19.5M +$12.6K +330 +0.1%
FTIOP
188
Fiduciary Trust International of Pennsylvania
Pennsylvania
$19.1M +$18.9M +491,985 New
CPA
189
Capital Planning Advisors
California
$19.1M +$22K +575 +0.1%
RMDI
190
R.M. Davis Inc
Maine
$18.7M +$2.91M +75,860 +19%
GFS
191
GYL Financial Synergies
Connecticut
$18.7M +$527K +13,760 +3%
CA
192
Clearstead Advisors
Ohio
$18.6M +$1.05M +27,505 +6%
GBT
193
Grove Bank & Trust
Florida
$18M +$2.37M +61,745 +15%
TC
194
Trilogy Capital
California
$17.9M -$2.32M -60,595 -12%
CA
195
Calton & Associates
Florida
$17.4M +$740K +19,320 +5%
CS
196
Comerica Securities
Michigan
$17.3M +$372K +9,700 +2%
AFA
197
American Financial Advisors
Georgia
$17.3M +$36K +940 +0.2%
CTA
198
Chesley Taft & Associates
Illinois
$17.2M +$41.6K +1,085 +0.2%
HI
199
Hudock Inc
Pennsylvania
$17.2M +$11.9K +310 +0.1%
CAM
200
Chandler Asset Management
California
$17.1M -$1.03M -26,990 -6%

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.