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iShares Core S&P Mid-Cap ETF

1,266 hedge funds and large institutions have $29.2B invested in iShares Core S&P Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 494 increasing their positions, 419 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 202 | 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: 494 | Existing positions reduced: 419

10% more funds holding in top 10

Funds holding in top 10: 228250 (+22)

8% more funds holding

Funds holding: 1,1711,266 (+95)

0.6% less ownership

Funds ownership: 70.12%69.52% (-0.6%)

18% less capital invested

Capital invested by funds: $35.5B → $29.2B (-$6.34B)

Holders
1,266
Holders Change
+95
Holders Change %
+8.11%
% of All Funds
28.1%
Holding in Top 10
250
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+9.65%
% of All Funds
5.55%
New
202
Increased
494
Reduced
419
Closed
95
Calls
$22.5M
Puts
$11.1M
Net Calls
+$11.4M
Net Calls Change
-$27.6M

IJH Hedge Fund Activity: Q4 2018 in Review

1,266 of the 4,505 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 $29.2B — down 18% from $35.5B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new IJH positions and 95 closed out — a net gain of 107 holders — while 494 added to existing stakes and 419 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 1,171 in Q3 2018.
  • Funds reported $29.2B of iShares Core S&P Mid-Cap ETF stock for Q4 2018, down 18% quarter-over-quarter.
  • 202 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2018 and 95 closed out, a net change of +107 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.