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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
MFM
276
Mirsky Financial Management
New York
$13.1M +$565K +14,250 +5%
CC
277
Chanos & Company
New York
$13.1M -$8.81M -222,380 -41%
NAM
278
NTV Asset Management
West Virginia
$13M +$20K +505 +0.2%
NFG
279
Nations Financial Group
Iowa
$12.9M +$326K +8,215 +3%
BPA
280
Beacon Pointe Advisors
California
$12.6M +$1.07M +26,950 +10%
CA
281
Cambridge Advisors
Nebraska
$12.4M +$89.2K +2,250 +0.7%
CTA
282
Colonial Trust Advisors
South Carolina
$12.4M -$27.3K -690 -0.2%
CG
283
Cynosure Group
Utah
$12.4M
AF
284
Arrow Financial
New York
$12.3M +$340K +8,585 +3%
TPCW
285
TD Private Client Wealth
New York
$12.3M +$11.8M +298,540 New
MBT
286
Montecito Bank & Trust
California
$12.2M -$454K -11,460 -4%
PIM
287
Parker Investment Management
California
$12.2M -$74.5K -1,880 -0.6%
BWP
288
BSW Wealth Partners
Colorado
$12.1M -$1.58K -40 -0%
I
289
IberiaBank
Louisiana
$12.1M -$728K -18,365 -6%
HSA
290
HBK Sorce Advisory
Pennsylvania
$12.1M +$248K +6,270 +2%
LA
291
Lynch & Associates
Indiana
$12.1M +$360K +9,090 +3%
FBB
292
Fulton Breakefield Broenniman
Maryland
$12.1M +$433K +10,920 +4%
CIM
293
CIM Investment Management
Pennsylvania
$11.9M +$369K +9,305 +3%
PFPT
294
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.9M +$37.1K +935 +0.3%
WS
295
Wela Strategies
Georgia
$11.9M +$674K +17,000 +6%
GT
296
Glenmede Trust
Pennsylvania
$11.8M +$610K +15,390 +6%
MSA
297
Marino Stram & Associates
Massachusetts
$11.8M +$43.6K +1,100 +0.4%
IF
298
Ironwood Financial
Arizona
$11.7M -$159K -4,000 -1%
KWMG
299
King Wealth Management Group
Florida
$11.6M +$676K +17,065 +6%
HH
300
Hilltop Holdings
Texas
$11.5M +$9.3M +234,660 +515%

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.