We are live on ! Find out more
IJH icon

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
DADC
201
D.A. Davidson & Co
Montana
$16M +$77.1K +1,995 +0.5%
RIG
202
Roosevelt Investment Group
New York
$15.9M +$6.19M +160,120 +65%
TCM
203
Traynor Capital Management
Pennsylvania
$15.5M +$543K +14,060 +4%
ACM
204
Armbruster Capital Management
New York
$15.3M +$65.7K +1,700 +0.4%
GIM
205
Goelzer Investment Management
Indiana
$15.2M +$1.83M +47,460 +14%
HFA
206
High Falls Advisors
New York
$14.9M +$330K +8,540 +2%
GAG
207
GM Advisory Group
New York
$14.9M +$292K +7,550 +2%
WAM
208
Watermark Asset Management
California
$14.9M -$561K -14,510 -4%
CTA
209
Chesley Taft & Associates
Illinois
$14.8M -$145K -3,745 -1%
MBT
210
Montecito Bank & Trust
California
$14.7M -$210K -5,445 -1%
VCM
211
Vision Capital Management
Oregon
$14.7M -$773K -20,005 -5%
TPWA
212
TRUE Private Wealth Advisors
Oregon
$14.6M +$6.01M +155,560 +72%
HCA
213
Horan Capital Advisors
Ohio
$14.5M +$97.2K +2,515 +0.7%
PWLP
214
Prio Wealth Limited Partnership
Massachusetts
$14.5M +$155K +4,010 +1%
I
215
IberiaBank
Louisiana
$14.3M +$391K +10,115 +3%
LSERS
216
Louisiana State Employees Retirement System
Louisiana
$14.3M +$618K +16,000 +5%
LIM
217
Leavell Investment Management
Alabama
$14.2M -$46.9K -1,215 -0.3%
CPA
218
Capital Planning Advisors
California
$14.1M -$3.84M -99,495 -22%
KCM
219
Kanawha Capital Management
Virginia
$14M +$17.4K +450 +0.1%
LI
220
LVZ Inc
Michigan
$13.9M -$118K -3,045 -0.8%
TF
221
Tompkins Financial
New York
$13.8M -$311K -8,040 -2%
CWM
222
Cahaba Wealth Management
Georgia
$13.8M +$3.45M +89,240 +35%
CAM
223
Chandler Asset Management
California
$13.8M +$479K +12,400 +4%
WT
224
Whittier Trust
California
$13.7M +$1.91M +49,545 +16%
RMDI
225
R.M. Davis Inc
Maine
$13.5M +$682K +17,645 +5%

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.