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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
BFM
251
Boston Financial Management
Massachusetts
$12.6M -$31.9K -830 -0.3%
FWM
252
Fairhaven Wealth Management
Illinois
$12.6M +$333K +8,670 +3%
IWC
253
Integrated Wealth Concepts
Massachusetts
$12.3M -$3.05M -79,250 -20%
COPPSERS
254
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.2M +$12.2M +316,795 New
RIS
255
Retirement Income Solutions
Michigan
$12.2M +$69.4K +1,805 +0.6%
NAM
256
NTV Asset Management
West Virginia
$12.1M +$322K +8,375 +3%
I
257
IberiaBank
Louisiana
$12.1M -$770K -20,040 -6%
MBT
258
Montecito Bank & Trust
California
$11.9M -$842K -21,920 -7%
NFG
259
Nations Financial Group
Iowa
$11.9M +$1.37M +35,680 +13%
SS
260
Simplicity Solutions
Minnesota
$11.8M +$4.09M +106,535 +54%
MFM
261
Mirsky Financial Management
New York
$11.8M +$84.4K +2,195 +0.7%
CTA
262
Colonial Trust Advisors
South Carolina
$11.7M -$526K -13,700 -4%
CG
263
Cynosure Group
Utah
$11.6M
CA
264
Cambridge Advisors
Nebraska
$11.6M -$184K -4,800 -2%
PIM
265
Parker Investment Management
California
$11.5M -$148K -3,850 -1%
DCM
266
Dupont Capital Management
Delaware
$11.4M +$4.62M +120,195 +68%
BWP
267
BSW Wealth Partners
Colorado
$11.4M +$60.3K +1,570 +0.5%
B
268
Bailard
California
$11.3M -$349K -9,075 -3%
AF
269
Arrow Financial
New York
$11.2M +$524K +13,625 +5%
WWM
270
Western Wealth Management
Colorado
$11.2M -$503K -13,100 -4%
PFPT
271
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.2M +$228K +5,935 +2%
HSA
272
HBK Sorce Advisory
Pennsylvania
$11.1M -$1.27M -33,050 -10%
IF
273
Ironwood Financial
Arizona
$11.1M -$32.9K -855 -0.3%
NA
274
Neuburgh Advisers
California
$11.1M +$457K +11,900 +4%
PJSIMP
275
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.1M -$296K -7,695 -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.