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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
PW
326
Price Wealth
Texas
$8.23M
RJT
327
Raymond James Trust
Florida
$8.21M +$896K +23,310 +12%
RBCM
328
Raub Brock Capital Management
California
$8.15M +$136K +3,550 +2%
Brown Advisory
329
Brown Advisory
Maryland
$8.1M +$169K +4,390 +2%
EDRIA
330
Edmonds Duncan Registered Investment Advisors
Kansas
$8.01M -$169K -4,395 -2%
CF
331
Copperwynd Financial
Arizona
$7.98M +$947K +24,635 +14%
AWM
332
Avondale Wealth Management
Texas
$7.93M -$3.47M -90,320 -31%
PGWM
333
Parisi Gray Wealth Management
New Jersey
$7.9M -$182K -4,735 -2%
CWM
334
Cornerstone Wealth Management
Missouri
$7.89M -$727K -18,930 -8%
DCM
335
DeGreen Capital Management
Arizona
$7.81M -$4.09M -106,550 -35%
CGA
336
Crescent Grove Advisors
Illinois
$7.8M +$1.37M +35,640 +21%
FMWA
337
Forvis Mazars Wealth Advisors
Missouri
$7.76M -$1.32M -34,385 -15%
PMG
338
ProVise Management Group
Florida
$7.73M -$9.03K -235 -0.1%
PGA
339
Portland Global Advisors
Maine
$7.63M +$311K +8,090 +4%
RFO
340
RiverGlades Family Offices
Florida
$7.6M +$23.1K +600 +0.3%
RCM
341
Requisite Capital Management
Texas
$7.49M -$3.14M -81,715 -30%
CFD
342
Creative Financial Designs
Indiana
$7.45M +$478K +12,435 +7%
OC
343
Oppenheimer & Co
New York
$7.4M -$624K -16,245 -8%
William Blair & Company
344
William Blair & Company
Illinois
$7.4M -$95.5K -2,485 -1%
SCA
345
Snowden Capital Advisors
New York
$7.33M -$13.1K -340 -0.2%
AI
346
Atria Investments
North Carolina
$7.32M -$1.62M -42,265 -18%
BAMG
347
Brand Asset Management Group
Missouri
$7.31M +$203K +5,290 +3%
SDIC
348
South Dakota Investment Council
South Dakota
$7.28M +$7.24M +188,485 New
AA
349
Ancora Advisors
Ohio
$7.27M -$131K -3,405 -2%
PBO
350
Peoples Bank (Ohio)
Ohio
$7.25M -$150K -3,900 -2%

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.