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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
PP
376
PDS Planning
Ohio
$6.31M +$375K +9,765 +6%
SIA
377
Starfire Investment Advisers
Michigan
$6.31M +$143K +3,725 +2%
BPWA
378
Beacon Pointe Wealth Advisors
California
$6.29M +$605K +15,740 +11%
AWM
379
Avior Wealth Management
Nebraska
$6.27M +$144K +3,750 +2%
SEI Investments
380
SEI Investments
Pennsylvania
$6.24M +$91.7K +2,385 New
AI
381
Accredited Investors
Minnesota
$6.12M -$94K -2,445 -2%
TCM
382
Towercrest Capital Management
Pennsylvania
$6.07M +$15.8K +410 +0.3%
Susquehanna International Group
383
Susquehanna International Group
Pennsylvania
$6.02M -$5.11M -132,970 -46%
CT
384
Coastline Trust
Rhode Island
$6.02M -$2.88K -75 -0%
BC
385
Burleson & Co
California
$6.01M +$636K +16,545 +12%
JA
386
JVL Associates
Michigan
$6.01M +$80.5K +2,095 +1%
FC
387
Ferris Capital
Massachusetts
$5.94M +$226K +5,870 +4%
TK
388
TIAA Kaspick
Massachusetts
$5.92M +$5.89M +153,240 New
NPF
389
Norris Perne & French
Michigan
$5.86M -$82.6K -2,150 -1%
PWW
390
Pettyjohn Wood & White
Virginia
$5.84M -$405K -10,535 -7%
KFA
391
Kays Financial Advisory
Georgia
$5.81M -$95.7K -2,490 -2%
GIA
392
GHP Investment Advisors
Colorado
$5.79M +$217K +5,645 +4%
CB
393
Commerce Bank
Missouri
$5.77M +$188K +4,890 +3%
RCM
394
Riverhead Capital Management
Delaware
$5.77M +$229K +5,965 +4%
SFG
395
Summit Financial Group
West Virginia
$5.77M -$1.82M -47,395 -24%
GLLW
396
Graves Light Lenhart Wealth
Virginia
$5.73M +$158K +4,110 +3%
FWM
397
Frontier Wealth Management
Missouri
$5.68M +$142K +3,690 +3%
CWM
398
Capital Wealth Management
Rhode Island
$5.63M +$9.22K +240 +0.2%
EWM
399
Evercore Wealth Management
New York
$5.61M +$1.44M +37,500 +35%
ST
400
Smithfield Trust
Pennsylvania
$5.58M -$1.73K -45 -0%

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.