iShares Core S&P Mid-Cap ETF
IJH
1,266 hedge funds and large institutions have $29.1B invested in iShares Core S&P Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 496 increasing their positions, 420 reducing their positions, and 95 closing their positions.
111% more first-time investments, than exits
New positions opened: 200 | Existing positions closed: 95
102% more call options, than puts
Call options by funds: $22.5M | Put options by funds: $11.1M
18% more repeat investments, than reductions
Existing positions increased: 496 | Existing positions reduced: 420
9% more funds holding in top 10
Funds holding in top 10: 229 → 250 (+21)
8% more funds holding
Funds holding: 1,173 → 1,266 (+93)
14.14% less ownership
Funds ownership: 361.72% → 347.59% (-14%)
18% less capital invested
Capital invested by funds: $35.6B → $29.1B (-$6.43B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$764M |
| 2 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$140M |
| 3 |
Bank of New York Mellon
New York
|
+$126M |
| 4 |
HT
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
+$120M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$99.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.15B |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$1.01B |
| 3 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$189M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$103M |
| 5 |
V
Veritable
Wilmington,
Delaware
|
-$63.4M |
IJH Hedge Fund Activity: Q4 2018 in Review
1,266 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2018, worth a combined $29.1B — down 18% from $35.6B a quarter earlier.
Buyers outnumbered sellers: 200 funds opened new IJH positions and 95 closed out — a net gain of 105 holders — while 496 added to existing stakes and 420 trimmed.
The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $764M. The largest seller was Envestnet Asset Management, cutting an estimated $1.15B.
- 1,266 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2018, up from 1,173 in Q3 2018.
- Funds reported $29.1B of iShares Core S&P Mid-Cap ETF stock for Q4 2018, down 18% quarter-over-quarter.
- 200 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2018 and 95 closed out, a net change of +105 holders.
- The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $764M added.
- The largest iShares Core S&P Mid-Cap ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $1.15B sold.
Based on aggregated 13F filings for Q4 2018.