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iShares Core S&P Mid-Cap ETF

1,504 hedge funds and large institutions have $38.2B invested in iShares Core S&P Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 598 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,000% more call options, than puts

Call options by funds: $180M | Put options by funds: $8.56M

467% more first-time investments, than exits

New positions opened: 272 | Existing positions closed: 48

33% more repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 451

23% more funds holding in top 10

Funds holding in top 10: 248304 (+56)

16% more funds holding

Funds holding: 1,3011,504 (+203)

10% more capital invested

Capital invested by funds: $34.8B → $38.2B (+$3.41B)

4.18% more ownership

Funds ownership: 350.28%354.47% (+4.2%)

Holders
1,504
Holders Change
+203
Holders Change %
+15.6%
% of All Funds
29.64%
Holding in Top 10
304
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+22.58%
% of All Funds
5.99%
New
272
Increased
598
Reduced
451
Closed
48
Calls
$180M
Puts
$8.56M
Net Calls
+$171M
Net Calls Change
-$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FSC
226
Full Sail Capital
Oklahoma
$16.8M +$2.05M +51,760 +15%
ACM
227
Armbruster Capital Management
New York
$16.7M +$432K +10,900 +3%
KPWG
228
KFA Private Wealth Group
Virginia
$16.6M +$16M +404,205 New
TC
229
Trilogy Capital
California
$16.6M -$1.11M -28,075 -6%
JWA
230
JFS Wealth Advisors
Pennsylvania
$16.6M -$61K -1,540 -0.4%
TF
231
TimeScale Financial
Massachusetts
$16.5M +$1.38M +34,895 +10%
VC
232
Vestor Capital
Illinois
$16.5M -$80.3K -2,025 -0.5%
PAM
233
Peninsula Asset Management
Florida
$16.3M -$246K -6,200 -2%
AI
234
Atria Investments
North Carolina
$16.3M +$8.16M +205,940 +109%
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$16.2M +$5.11M +128,915 +49%
JFGIW
236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16M +$383K +9,655 +3%
ATC
237
Argent Trust Co
Tennessee
$15.9M +$168K +4,245 +1%
MIAN
238
Mariner Independent Advisor Network
Kansas
$15.9M -$490K -12,365 -3%
SFG
239
Sage Financial Group
Pennsylvania
$15.8M +$1.65M +41,690 +12%
FCBT
240
First Citizens Bank & Trust
North Carolina
$15.8M -$69.6K -1,755 -0.5%
KCM
241
Kanawha Capital Management
Virginia
$15.7M +$308K +7,770 +2%
PWP
242
Personal Wealth Partners
Minnesota
$15.6M +$1.51M +38,045 +11%
LNC
243
Lincoln National Corp
Pennsylvania
$15.6M +$787K +19,855 +6%
ETS
244
ESL Trust Services
New York
$15.5M +$14.9M +377,205 New
AF
245
Ally Financial
Michigan
$15.4M +$14.9M +375,000 New
FWIA
246
Fort Washington Investment Advisors
Ohio
$15.4M -$138K -3,480 -0.9%
CA
247
Cetera Advisors
Colorado
$15.4M +$231K +5,830 +2%
CPA
248
Capital Planning Advisors
California
$15.3M -$13.3K -335 -0.1%
JF
249
JSF Financial
California
$15.2M +$189K +4,775 +1%
TA
250
Tiedemann Advisors
New York
$15.2M -$1.44M -36,295 -9%

IJH Hedge Fund Activity: Q4 2019 in Review

1,504 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2019, worth a combined $38.2B — up 9.8% from $34.8B a quarter earlier.

Buyers outnumbered sellers: 272 funds opened new IJH positions and 48 closed out — a net gain of 224 holders — while 598 added to existing stakes and 451 trimmed.

The largest buyer was Truist Financial, adding an estimated $188M. The largest seller was Wells Fargo, cutting an estimated $159M.

  • 1,504 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2019, up from 1,301 in Q3 2019.
  • Funds reported $38.2B of iShares Core S&P Mid-Cap ETF stock for Q4 2019, up 9.8% quarter-over-quarter.
  • 272 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2019 and 48 closed out, a net change of +224 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2019 was Truist Financial, an estimated $188M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q4 2019 was Wells Fargo, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2019.