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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
HSBC Holdings
201
HSBC Holdings
United Kingdom
$17M -$127K -3,325 -0.8%
CI
202
Conning Inc
Connecticut
$16.7M +$1.3M +33,830 +9%
FNBOH
203
First National Bank of Hutchinson
Kansas
$16.6M -$1.1M -28,615 -6%
HFA
204
High Falls Advisors
New York
$16.6M -$281K -7,330 -2%
G
205
GenTrust
Florida
$16.5M +$1.07M +27,880 +7%
JWA
206
JFS Wealth Advisors
Pennsylvania
$16.5M -$1.1M -28,580 -6%
TCM
207
Traynor Capital Management
Pennsylvania
$16.3M -$258K -6,735 -2%
FWIA
208
Fort Washington Investment Advisors
Ohio
$16.3M +$303K +7,900 +2%
CCM
209
Coldstream Capital Management
Washington
$16.2M -$3.97M -103,555 -20%
HI
210
Human Investing
Oregon
$16M +$830K +21,650 +6%
RWP
211
RWA Wealth Partners
Massachusetts
$16M -$232K -6,045 -1%
BWA
212
BDO Wealth Advisors
Florida
$15.9M +$877K +22,870 +6%
PAM
213
Peninsula Asset Management
Florida
$15.7M -$25.9K -675 -0.2%
TA
214
Tiedemann Advisors
New York
$15.6M -$1.73M -45,255 -10%
MSA
215
Mason Street Advisors
Wisconsin
$15.6M -$3.11M -81,100 -17%
ATC
216
Argent Trust Co
Tennessee
$15.5M -$44.8K -1,170 -0.3%
IWC
217
Integrated Wealth Concepts
Massachusetts
$15.3M +$845K +22,055 +6%
ACM
218
Armbruster Capital Management
New York
$15.2M +$258K +6,730 +2%
RCAG
219
Rehmann Capital Advisory Group
Michigan
$15.2M +$803K +20,945 +6%
FC
220
Fulcrum Capital
Washington
$15.1M +$177K +4,610 +1%
SPIA
221
Steward Partners Investment Advisory
New York
$15.1M +$705K +18,405 +5%
DADC
222
D.A. Davidson & Co
Montana
$15M -$653K -17,025 -4%
MIAN
223
Mariner Independent Advisor Network
Kansas
$14.8M +$389K +10,145 +3%
CIC
224
Cornercap Investment Counsel
Georgia
$14.6M +$14.4M +374,585 New
JFGIW
225
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.5M -$655K -17,095 -4%

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.