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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
Natixis Advisors
301
Natixis Advisors
Massachusetts
$9.68M +$541K +14,080 +6%
MA
302
MUFG Americas
New York
$9.63M -$591K -15,375 -6%
ACP
303
Arcus Capital Partners
Georgia
$9.32M -$337K -8,760 -4%
PFA
304
Pettinga Financial Advisors
Indiana
$9.18M -$394K -10,245 -4%
FCM
305
Flinton Capital Management
Pennsylvania
$9.14M +$377K +9,800 +4%
WCM
306
Windsor Capital Management
Arizona
$9.13M -$62.1K -1,615 -0.7%
GG
307
Gofen & Glossberg
Illinois
$9.07M +$58.6K +1,525 +0.7%
CFA
308
Carroll Financial Associates
North Carolina
$8.95M -$453K -11,780 -5%
MWM
309
Marietta Wealth Management
Georgia
$8.94M +$364K +9,475 +4%
GIA
310
Gladstone Institutional Advisory
Florida
$8.93M +$5.97M +155,280 +205%
CAC
311
Certified Advisory Corp
Florida
$8.89M +$193K +5,020 +2%
WDL
312
Well Done LLC
Michigan
$8.87M -$47.1K -1,225 -0.5%
CASB
313
Cape Ann Savings Bank
Massachusetts
$8.81M -$736K -19,150 -8%
MJRIC
314
Mogy Joel R Investment Counsel
California
$8.79M +$173K +4,500 +2%
BOTW
315
Bank of the West
California
$8.7M -$1.04M -27,090 -11%
KTC
316
Kistler-Tiffany Companies
Pennsylvania
$8.62M +$150K +3,900 +2%
ARG
317
Advisory Resource Group
Oklahoma
$8.46M -$606K -15,770 -7%
TWM
318
Torch Wealth Management
Ohio
$8.4M -$14K -365 -0.2%
BOH
319
Bank of Hawaii
Hawaii
$8.35M +$23.8K +620 +0.3%
SMC
320
Smith, Moore & Co
Missouri
$8.32M +$403K +10,490 +5%
NCM
321
Neumann Capital Management
California
$8.32M -$30.4K -790 -0.4%
1SB
322
1ST Source Bank
Indiana
$8.31M +$398K +10,350 +5%
IWMA
323
Ironwood Wealth Management (Arizona)
Arizona
$8.28M +$4.5M +117,085 +121%
MCG
324
MACRO Consulting Group
New Jersey
$8.27M -$498K -12,960 -6%
CNC
325
Citizens & Northern Corp
Pennsylvania
$8.26M +$39.8K +1,035 +0.5%

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.