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iShares Core S&P Mid-Cap ETF

1,284 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 571 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,216% more call options, than puts

Call options by funds: $168M | Put options by funds: $3.9M

56% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 64

23% more repeat investments, than reductions

Existing positions increased: 571 | Existing positions reduced: 464

15% more capital invested

Capital invested by funds: $29.1B → $33.5B (+$4.38B)

2% more funds holding

Funds holding: 1,2651,284 (+19)

1% more funds holding in top 10

Funds holding in top 10: 250253 (+3)

2.2% less ownership

Funds ownership: 347.59%345.39% (-2.2%)

Holders
1,284
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.79%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
571
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.58B -$204M -5,514,955 -6%
Bank of America
2
Bank of America
North Carolina
$2.57B +$81.9M +2,218,925 +3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.35B +$15.8M +428,735 +1%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.34B +$95.6M +2,589,630 +8%
Morgan Stanley
5
Morgan Stanley
New York
$1.13B -$14.2M -383,405 -1%
LPL Financial
6
LPL Financial
California
$1.12B -$35.9M -972,315 -3%
BlackRock
7
BlackRock
New York
$1.02B -$27.5M -745,415 -3%
UBS Group
8
UBS Group
Switzerland
$924M -$44.2M -1,195,960 -5%
Financial Engines Advisors
9
Financial Engines Advisors
California
$805M +$11.2M +303,000 +1%
JP Morgan Chase
10
JP Morgan Chase
New York
$709M -$6.1M -165,140 -0.9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$662M -$82.7M -2,238,945 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$594M +$26M +703,655 +5%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$534M +$742K +20,080 +0.1%
RJA
14
Raymond James & Associates
Florida
$486M +$6.49M +175,660 +1%
Northern Trust
15
Northern Trust
Illinois
$474M +$25.8M +698,425 +6%
Ameriprise
16
Ameriprise
Minnesota
$470M -$232M -6,287,850 -34%
KeyBank National Association
17
KeyBank National Association
Ohio
$419M -$14M -380,265 -3%
Creative Planning
18
Creative Planning
Kansas
$405M -$323K -8,735 -0.1%
CCA
19
Catalyst Capital Advisors
New York
$364M -$32.4M -877,605 -8%
MRC
20
Millburn Ridgefield Corp
New York
$364M -$32.4M -877,605 -8%
VA
21
Valmark Advisers
Ohio
$338M -$18.5M -500,190 -5%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$302M -$14.7M -398,655 -5%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$288M +$107M +2,905,540 +62%
RFC
24
Regions Financial Corp
Alabama
$275M -$8.73M -236,520 -3%
Goldman Sachs
25
Goldman Sachs
New York
$253M +$24.2M +656,645 +11%

IJH Hedge Fund Activity: Q1 2019 in Review

1,284 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2019, worth a combined $33.5B — up 15% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IJH positions and 64 closed out — a net gain of 36 holders — while 571 added to existing stakes and 464 trimmed.

The largest buyer was Schroders, opening a new position worth an estimated $187M. The largest seller was Ameriprise, cutting an estimated $232M.

  • 1,284 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2019, up from 1,265 in Q4 2018.
  • Funds reported $33.5B of iShares Core S&P Mid-Cap ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 100 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2019 and 64 closed out, a net change of +36 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2019 was Schroders, an estimated $187M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2019 was Ameriprise, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2019.