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iShares Core S&P Mid-Cap ETF

1,301 hedge funds and large institutions have $34.8B invested in iShares Core S&P Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 540 increasing their positions, 470 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,079% more call options, than puts

Call options by funds: $242M | Put options by funds: $20.5M

39% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 56

15% more repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 470

2.23% more ownership

Funds ownership: 348.06%350.28% (+2.2%)

1% more funds holding

Funds holding: 1,2891,301 (+12)

1% more funds holding in top 10

Funds holding in top 10: 246248 (+2)

0% less capital invested

Capital invested by funds: $34.9B → $34.8B (-$56.1M)

Holders
1,301
Holders Change
+12
Holders Change %
+0.93%
% of All Funds
28.53%
Holding in Top 10
248
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.81%
% of All Funds
5.44%
New
78
Increased
540
Reduced
470
Closed
56
Calls
$242M
Puts
$20.5M
Net Calls
+$222M
Net Calls Change
+$55.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
226
Kanawha Capital Management
Virginia
$14.4M +$277K +7,200 +2%
CPA
227
Capital Planning Advisors
California
$14.3M -$4.61M -120,085 -24%
CI
228
Conning Inc
Connecticut
$14.3M -$2.35M -61,025 -14%
SB
229
Simmons Bank
Arkansas
$14.3M -$83.8K -2,180 -0.6%
CA
230
Cetera Advisors
Colorado
$14.2M +$330K +8,580 +2%
TF
231
TimeScale Financial
Massachusetts
$14.2M +$1.41M +36,690 +11%
JF
232
JSF Financial
California
$14.1M +$1.07M +27,725 +8%
TF
233
Tompkins Financial
New York
$13.9M -$195K -5,070 -1%
FSC
234
Full Sail Capital
Oklahoma
$13.9M +$618K +16,070 +5%
LNC
235
Lincoln National Corp
Pennsylvania
$13.9M +$1.53M +39,770 +12%
AWM
236
AE Wealth Management
Kansas
$13.8M +$4.11M +107,055 +43%
LIM
237
Leavell Investment Management
Alabama
$13.8M -$90.5K -2,355 -0.7%
WAG
238
Winthrop Advisory Group
Massachusetts
$13.8M +$17.3K +450 +0.1%
AIC
239
Ameritas Investment Company
Nebraska
$13.5M +$11M +287,290 +513%
HCA
240
Horan Capital Advisors
Ohio
$13.5M +$207K +5,385 +2%
SFG
241
Sage Financial Group
Pennsylvania
$13.3M +$1.23M +32,055 +10%
GW
242
GW & Wade
Massachusetts
$13.3M +$574K +14,930 +5%
PWP
243
Personal Wealth Partners
Minnesota
$13.2M +$562K +14,615 +4%
SFG
244
StrategIQ Financial Group
Indiana
$13.1M +$85.3K +2,220 +0.7%
RWM
245
RKL Wealth Management
Pennsylvania
$13.1M +$429K +11,160 +3%
NA
246
NewEdge Advisors
Louisiana
$13M +$585K +15,235 +5%
HSWM
247
Hubbell Strickland Wealth Management
Louisiana
$12.9M +$12.8M +333,685 New
WPA
248
West Paces Advisors
Georgia
$12.9M +$669K +17,415 +6%
GWM
249
Geneos Wealth Management
Colorado
$12.7M +$407K +10,595 +3%
CC
250
Courier Capital
New York
$12.6M +$44.4K +1,155 +0.3%

IJH Hedge Fund Activity: Q3 2019 in Review

1,301 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2019, worth a combined $34.8B — down 0.16% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IJH positions and 56 closed out — a net gain of 22 holders — while 540 added to existing stakes and 470 trimmed.

The largest buyer was First Command Advisory Services, adding an estimated $105M. The largest seller was Bank of Montreal, cutting an estimated $211M.

  • 1,301 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2019, up from 1,289 in Q2 2019.
  • Funds reported $34.8B of iShares Core S&P Mid-Cap ETF stock for Q3 2019, down 0.16% quarter-over-quarter.
  • 78 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2019 and 56 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2019 was First Command Advisory Services, an estimated $105M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2019 was Bank of Montreal, an estimated $211M sold.

Based on aggregated 13F filings for Q3 2019.