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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
HI
201
Hudock Inc
Pennsylvania
$16.8M +$323K +8,755 +2%
CTA
202
Chesley Taft & Associates
Illinois
$16.8M +$1.82M +49,170 +13%
HSBC Holdings
203
HSBC Holdings
United Kingdom
$16.7M +$221K +5,975 +1%
CS
204
Comerica Securities
Michigan
$16.5M +$168K +4,560 +1%
HFA
205
High Falls Advisors
New York
$16.4M +$12.7M +343,870 +382%
CA
206
Calton & Associates
Florida
$16.2M +$446K +12,080 +3%
TCM
207
Traynor Capital Management
Pennsylvania
$16.1M +$262K +7,100 +2%
RhumbLine Advisers
208
RhumbLine Advisers
Massachusetts
$16.1M +$12.3M +333,775 +363%
RWP
209
RWA Wealth Partners
Massachusetts
$15.8M -$585K -15,850 -4%
FWIA
210
Fort Washington Investment Advisors
Ohio
$15.6M +$1.99M +53,970 +15%
RMDI
211
R.M. Davis Inc
Maine
$15.4M +$1.49M +40,220 +11%
PAM
212
Peninsula Asset Management
Florida
$15.4M -$217K -5,875 -1%
IA
213
IFP Advisors
Florida
$15.4M -$11.1M -300,895 -43%
GBT
214
Grove Bank & Trust
Florida
$15.2M +$2.63M +71,275 +22%
ATC
215
Argent Trust Co
Tennessee
$15.2M +$1.2M +32,440 +9%
G
216
GenTrust
Florida
$15.1M +$2.69M +72,905 +22%
QI
217
QS Investors
New York
$15.1M +$1.53M +41,330 +12%
CI
218
Conning Inc
Connecticut
$15M +$2.53M +68,635 +21%
CC
219
Chanos & Company
New York
$14.9M +$6.58M +178,095 +83%
JFGIW
220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.8M +$1.16M +31,545 +9%
HI
221
Human Investing
Oregon
$14.7M +$1.66M +44,855 +13%
BWA
222
BDO Wealth Advisors
Florida
$14.6M +$1.82M +49,370 +15%
ACM
223
Armbruster Capital Management
New York
$14.6M +$273K +7,385 +2%
FC
224
Fulcrum Capital
Washington
$14.6M +$1.73M +46,855 +14%
CA
225
Cetera Advisors
Colorado
$14.4M -$260K -7,035 -2%

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.