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iShares Core S&P Mid-Cap ETF

1,171 hedge funds and large institutions have $35.5B invested in iShares Core S&P Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 551 increasing their positions, 362 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

148% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 31

52% more repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 362

11.98% more ownership

Funds ownership: 338.61%350.58% (+12%)

11% more capital invested

Capital invested by funds: $31.9B → $35.5B (+$3.65B)

4% more funds holding

Funds holding: 1,1311,171 (+40)

3% less funds holding in top 10

Funds holding in top 10: 234228 (-6)

Holders
1,171
Holders Change
+40
Holders Change %
+3.54%
% of All Funds
26.67%
Holding in Top 10
228
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.56%
% of All Funds
5.19%
New
77
Increased
551
Reduced
362
Closed
31
Calls
$50.5M
Puts
$11.5M
Net Calls
+$38.9M
Net Calls Change
-$19.2M

IJH Hedge Fund Activity: Q3 2018 in Review

1,171 of the 4,391 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 $35.5B — up 11% from $31.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IJH positions and 31 closed out — a net gain of 46 holders — while 551 added to existing stakes and 362 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $910M. The largest seller was State Street, exiting entirely with an estimated $98.5M sold.

  • 1,171 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2018, up from 1,131 in Q2 2018.
  • Funds reported $35.5B of iShares Core S&P Mid-Cap ETF stock for Q3 2018, up 11% quarter-over-quarter.
  • 77 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2018 and 31 closed out, a net change of +46 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 State Street, an estimated $98.5M sold.

Based on aggregated 13F filings for Q3 2018.