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iShares Core S&P Mid-Cap ETF

1,172 hedge funds and large institutions have $35.6B invested in iShares Core S&P Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 550 increasing their positions, 363 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $11.5M

152% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 31

52% more repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 363

11% more capital invested

Capital invested by funds: $31.9B → $35.6B (+$3.66B)

6.38% more ownership

Funds ownership: 355.35%361.72% (+6.4%)

4% more funds holding

Funds holding: 1,1311,172 (+41)

2% less funds holding in top 10

Funds holding in top 10: 234229 (-5)

Holders
1,172
Holders Change
+41
Holders Change %
+3.63%
% of All Funds
26.79%
Holding in Top 10
229
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.14%
% of All Funds
5.24%
New
78
Increased
550
Reduced
363
Closed
31
Calls
$50.5M
Puts
$11.5M
Net Calls
+$38.9M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.99B +$2.94M +73,210 +0.1%
Bank of America
2
Bank of America
North Carolina
$2.65B +$44.8M +1,113,460 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.06B +$910M +22,632,820 +79%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.28B +$2.09M +51,880 +0.2%
LPL Financial
5
LPL Financial
California
$1.27B +$109M +2,701,090 +9%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$1.22B +$84.5M +2,101,455 +7%
Morgan Stanley
7
Morgan Stanley
New York
$1.16B +$10.8M +267,915 +0.9%
BlackRock
8
BlackRock
New York
$1.09B +$171M +4,261,415 +19%
UBS Group
9
UBS Group
Switzerland
$988M +$45M +1,118,755 +5%
Ameriprise
10
Ameriprise
Minnesota
$887M +$83.4M +2,075,295 +12%
EFS
11
Edelman Financial Services
Virginia
$834M +$766K +19,060 +0.1%
JP Morgan Chase
12
JP Morgan Chase
New York
$769M +$678K +16,875 +0.1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$577M -$8.6M -214,080 -1%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$566M +$16.2M +403,325 +3%
RJA
15
Raymond James & Associates
Florida
$492M +$31.7M +789,290 +7%
Northern Trust
16
Northern Trust
Illinois
$462M +$19.6M +486,980 +4%
KeyBank National Association
17
KeyBank National Association
Ohio
$460M -$4.84M -120,450 -1%
CCA
18
Catalyst Capital Advisors
New York
$365M +$45.4M +1,129,985 +14%
MRC
19
Millburn Ridgefield Corp
New York
$365M +$45.4M +1,129,985 +14%
VA
20
Valmark Advisers
Ohio
$362M -$3.66M -91,075 -1%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$330M +$30.3M +754,720 +10%
Creative Planning
22
Creative Planning
Kansas
$321M -$3.48M -86,525 -1%
RFC
23
Regions Financial Corp
Alabama
$272M +$4.47M +111,140 +2%
Goldman Sachs
24
Goldman Sachs
New York
$246M +$1.09M +27,160 +0.4%
V
25
Veritable
Delaware
$240M +$2.62M +65,230 +1%

IJH Hedge Fund Activity: Q3 2018 in Review

1,172 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2018, worth a combined $35.6B — up 11% from $31.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IJH positions and 31 closed out — a net gain of 47 holders — while 550 added to existing stakes and 363 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $910M. The largest seller was Cornerstone Wealth Management, cutting an estimated $505M.

  • 1,172 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2018, up from 1,131 in Q2 2018.
  • Funds reported $35.6B of iShares Core S&P Mid-Cap ETF stock for Q3 2018, up 11% quarter-over-quarter.
  • 78 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2018 and 31 closed out, a net change of +47 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $910M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $505M sold.

Based on aggregated 13F filings for Q3 2018.