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iShares Core S&P Mid-Cap ETF

1,289 hedge funds and large institutions have $34.9B invested in iShares Core S&P Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 575 increasing their positions, 455 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,769% more call options, than puts

Call options by funds: $171M | Put options by funds: $4.41M

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

26% more repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 455

2.67% more ownership

Funds ownership: 345.39%348.06% (+2.7%)

4% more capital invested

Capital invested by funds: $33.5B → $34.9B (+$1.33B)

0% more funds holding

Funds holding: 1,2841,289 (+5)

3% less funds holding in top 10

Funds holding in top 10: 253246 (-7)

Holders
1,289
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
28%
Holding in Top 10
246
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.77%
% of All Funds
5.34%
New
70
Increased
575
Reduced
455
Closed
50
Calls
$171M
Puts
$4.41M
Net Calls
+$166M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.66B -$14.5M -379,200 -0.4%
Bank of America
2
Bank of America
North Carolina
$2.67B +$28.8M +750,410 +1%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.47B +$96.3M +2,513,835 +7%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.42B +$35.5M +927,420 +3%
LPL Financial
5
LPL Financial
California
$1.2B +$46.4M +1,211,765 +4%
Morgan Stanley
6
Morgan Stanley
New York
$1.15B -$13.3M -346,645 -1%
BlackRock
7
BlackRock
New York
$1B -$40.9M -1,065,910 -4%
UBS Group
8
UBS Group
Switzerland
$967M +$18.4M +478,920 +2%
Financial Engines Advisors
9
Financial Engines Advisors
California
$810M -$15.5M -404,340 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$698M +$18.8M +489,545 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$687M -$31M -809,210 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$652M +$43.1M +1,124,120 +7%
Ameriprise
13
Ameriprise
Minnesota
$652M +$167M +4,369,405 +35%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$571M +$22.3M +580,750 +4%
RJA
15
Raymond James & Associates
Florida
$521M +$22.2M +579,820 +5%
Northern Trust
16
Northern Trust
Illinois
$500M +$13.8M +359,190 +3%
KeyBank National Association
17
KeyBank National Association
Ohio
$424M -$5.22M -136,100 -1%
CCA
18
Catalyst Capital Advisors
New York
$418M +$44M +1,149,255 +12%
MRC
19
Millburn Ridgefield Corp
New York
$418M +$44M +1,149,255 +12%
Creative Planning
20
Creative Planning
Kansas
$405M -$9.8M -255,815 -2%
VA
21
Valmark Advisers
Ohio
$343M -$3.65M -95,175 -1%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$295M +$192K +5,000 +0.1%
RFC
23
Regions Financial Corp
Alabama
$284M +$1.13M +29,360 +0.4%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$280M -$29M -755,400 -9%
FCAS
25
First Command Advisory Services
Texas
$276M +$123M +3,200,600 +82%

IJH Hedge Fund Activity: Q2 2019 in Review

1,289 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2019, worth a combined $34.9B — up 4% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IJH positions and 50 closed out — a net gain of 20 holders — while 575 added to existing stakes and 455 trimmed.

The largest buyer was Ameriprise, adding an estimated $167M. The largest seller was Citigroup, cutting an estimated $60.1M.

  • 1,289 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2019, up from 1,284 in Q1 2019.
  • Funds reported $34.9B of iShares Core S&P Mid-Cap ETF stock for Q2 2019, up 4% quarter-over-quarter.
  • 70 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2019 and 50 closed out, a net change of +20 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2019 was Ameriprise, an estimated $167M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2019 was Citigroup, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2019.