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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
ABC
351
Associated Banc-Corp
Wisconsin
$7.24M +$329K +8,565 +5%
TAM
352
Tyers Asset Management
Texas
$7.18M +$296K +7,700 +4%
GPA
353
Guidance Point Advisors
Massachusetts
$7.14M +$90.9K +2,365 +1%
CB
354
Community Bank
New York
$7.08M -$12.9K -335 -0.2%
IDA
355
Intelligence Driven Advisers
California
$7.04M +$2.4M +62,425 +52%
AA
356
Advisory Alpha
Michigan
$7.01M -$42.5K -1,105 -0.6%
LBC
357
Lowe Brockenbrough & Co
Virginia
$6.99M +$736K +19,155 +12%
TCB
358
Texas Capital Bancshares
Texas
$6.96M +$1.79M +46,555 +35%
JWBC
359
J.W. Burns & Co
New York
$6.86M -$30.2K -785 -0.4%
PP
360
Pegasus Partners
Wisconsin
$6.85M -$2.03M -52,830 -23%
UWPG
361
Ullmann Wealth Partners Group
Florida
$6.83M +$74.9K +1,950 +1%
WHG
362
Westwood Holdings Group
Texas
$6.76M +$115K +2,995 +2%
BAC
363
Boys Arnold & Co
North Carolina
$6.74M +$204K +5,310 +3%
IA
364
IFG Advisory
Georgia
$6.62M +$6.58M +171,220 New
IWA
365
Independence Wealth Advisors
Virginia
$6.6M -$588K -15,295 -8%
SIC
366
Shoker Investment Counsel
Ohio
$6.59M +$130K +3,385 +2%
CFB
367
Cullen/Frost Bankers
Texas
$6.55M +$586K +15,260 +10%
NFG
368
Next Financial Group
Texas
$6.54M +$388K +10,085 +6%
SIAM
369
Sterling Investment Advisors (Missouri)
Missouri
$6.51M +$86.9K +2,260 +1%
BFWA
370
Benchmark Financial Wealth Advisors
Florida
$6.46M +$534K +13,895 +9%
RSVP
371
Ramsay Stattman Vela & Price
Colorado
$6.41M +$43.4K +1,130 +0.7%
PI
372
PFS Investments
Georgia
$6.39M +$444K +11,555 +8%
FFWA
373
FRG Family Wealth Advisors
Washington
$6.37M -$97.4K -2,535 -2%
BC
374
Brinker Capital
Pennsylvania
$6.33M +$753K +19,590 +14%
BB
375
Busey Bank
Illinois
$6.31M +$5.43M +141,175 +639%

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.