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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
PJSIMP
301
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.5M -$295K -7,450 -3%
WWM
302
Western Wealth Management
Colorado
$11.3M -$566K -14,290 -5%
B
303
Bailard
California
$11.3M -$760K -19,165 -7%
NC
304
NewSquare Capital
Pennsylvania
$11.3M +$113K +2,850 +1%
JIC
305
Johnson Investment Counsel
Ohio
$11.2M +$10.3K +260 +0.1%
LWA
306
LWS Wealth Advisors
New Jersey
$10.9M +$10.5M +265,785 New
SI
307
Stephens Inc
Arkansas
$10.8M +$331K +8,350 +3%
C
308
Certuity
Florida
$10.8M +$10.4M +263,350 New
FCA
309
FLC Capital Advisors
California
$10.8M +$153K +3,850 +1%
IWM
310
IHT Wealth Management
Illinois
$10.7M +$217K +5,465 +2%
Brown Advisory
311
Brown Advisory
Maryland
$10.7M +$1.98M +49,885 +24%
BRC
312
BHF RG Capital
Arizona
$10.7M +$10.3M +259,000 New
GC
313
Grimes & Company
Massachusetts
$10.6M -$793 -20 -0%
AMG
314
Asset Management Group
Connecticut
$10.6M +$52.5K +1,325 +0.5%
FPGK
315
Financial Partners Group (Kansas)
Kansas
$10.4M -$89.2K -2,250 -0.9%
SIAS
316
Shine Investment Advisory Services
Colorado
$10.4M +$7.73M +195,045 +345%
AAS
317
Annex Advisory Services
Wisconsin
$10.3M -$213K -5,385 -2%
MWM
318
Marietta Wealth Management
Georgia
$10.2M +$622K +15,695 +7%
PFA
319
Pettinga Financial Advisors
Indiana
$10.2M +$375K +9,470 +4%
BA
320
Bristlecone Advisors
Washington
$10.1M +$4.51M +113,890 +86%
MA
321
MUFG Americas
New York
$10.1M -$162K -4,090 -2%
GRP
322
Global Retirement Partners
California
$9.96M -$460K -11,595 -5%
FPFS
323
First Personal Financial Services
North Carolina
$9.87M -$770K -19,440 -8%
CWAF
324
Core Wealth Advisors (Florida)
Florida
$9.85M +$9.48M +239,255 New
ACP
325
Arcus Capital Partners
Georgia
$9.81M -$121K -3,045 -1%

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.