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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
QCG
326
Quadrant Capital Group
Ohio
$9.73M +$3.9M +98,480 +70%
GG
327
Gofen & Glossberg
Illinois
$9.73M +$68K +1,715 +0.7%
BBNA
328
Bremer Bank National Association
Minnesota
$9.71M -$828K -20,885 -8%
FAG
329
Financial Advisory Group
Texas
$9.69M +$9.33M +235,320 New
WCM
330
Windsor Capital Management
Arizona
$9.68M -$42.6K -1,075 -0.5%
GIA
331
Gladstone Institutional Advisory
Florida
$9.66M +$149K +3,760 +2%
RJT
332
Raymond James Trust
Florida
$9.49M +$712K +17,975 +8%
1SB
333
1ST Source Bank
Indiana
$9.47M +$591K +14,920 +7%
WDL
334
Well Done LLC
Michigan
$9.44M -$8.12K -205 -0.1%
MJRIC
335
Mogy Joel R Investment Counsel
California
$9.41M +$42.6K +1,075 +0.5%
IWMA
336
Ironwood Wealth Management (Arizona)
Arizona
$9.37M +$534K +13,480 +6%
CCM
337
Coldstream Capital Management
Washington
$9.34M -$8.89M -224,400 -50%
CFA
338
Carroll Financial Associates
North Carolina
$9.3M -$219K -5,515 -2%
Natixis Advisors
339
Natixis Advisors
Massachusetts
$9.27M -$1M -25,335 -10%
CAC
340
Certified Advisory Corp
Florida
$9.27M -$199K -5,025 -2%
BOTW
341
Bank of the West
California
$9.22M -$44.8K -1,130 -0.5%
RCM
342
Requisite Capital Management
Texas
$9.14M +$1.12M +28,145 +15%
AWM
343
Avondale Wealth Management
Texas
$9.08M +$610K +15,400 +8%
OPS
344
Orion Portfolio Solutions
Nebraska
$9.06M +$8.72M +220,160 New
SMC
345
Smith, Moore & Co
Missouri
$9.05M +$182K +4,580 +2%
NCM
346
Neumann Capital Management
California
$9.01M +$140K +3,540 +2%
PP
347
Pegasus Partners
Wisconsin
$9M +$1.64M +41,480 +23%
CPP
348
Crow Point Partners
Massachusetts
$8.87M +$14.6M +367,720 +1,410%
BOH
349
Bank of Hawaii
Hawaii
$8.85M -$39.4K -995 -0.5%
PW
350
Price Wealth
Texas
$8.83M +$56.7K +1,430 +0.7%

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.