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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
EDRIA
376
Edmonds Duncan Registered Investment Advisors
Kansas
$7.84M -$665K -16,770 -8%
WHG
377
Westwood Holdings Group
Texas
$7.78M +$553K +13,950 +8%
AA
378
Ancora Advisors
Ohio
$7.74M -$3.96K -100 -0.1%
PBO
379
Peoples Bank (Ohio)
Ohio
$7.74M +$14.3K +360 +0.2%
GPA
380
Guidance Point Advisors
Massachusetts
$7.7M +$105K +2,645 +1%
OWA
381
One Wealth Advisors
California
$7.69M +$7.41M +186,880 New
OC
382
Oppenheimer & Co
New York
$7.69M -$183K -4,620 -2%
BFWA
383
Benchmark Financial Wealth Advisors
Florida
$7.67M +$763K +19,260 +12%
CFGS
384
Concourse Financial Group Securities
Alabama
$7.62M +$3.19M +80,600 +77%
ABC
385
Associated Banc-Corp
Wisconsin
$7.61M -$99.9K -2,520 -1%
CFD
386
Creative Financial Designs
Indiana
$7.58M -$595K -15,010 -8%
AA
387
Advisory Alpha
Michigan
$7.55M -$181K -4,560 -2%
PI
388
PFS Investments
Georgia
$7.55M +$711K +17,950 +11%
CC
389
Cedar Capital
Illinois
$7.49M -$3.05M -76,925 -30%
JWCA
390
J.W. Cole Advisors
Florida
$7.46M +$7.18M +181,280 New
RAM
391
Riggs Asset Management
Pennsylvania
$7.43M +$7.16M +180,625 New
BC
392
Brinker Capital
Pennsylvania
$7.41M +$646K +16,310 +10%
CB
393
Community Bank
New York
$7.34M -$193K -4,880 -3%
BAC
394
Boys Arnold & Co
North Carolina
$7.33M +$89.6K +2,260 +1%
UWPG
395
Ullmann Wealth Partners Group
Florida
$7.27M -$5.55K -140 -0.1%
JWBC
396
J.W. Burns & Co
New York
$7.24M -$66.4K -1,675 -0.9%
SCA
397
Snowden Capital Advisors
New York
$7.23M -$551K -13,900 -7%
IWA
398
Independence Wealth Advisors
Virginia
$7.21M +$166K +4,180 +2%
NFG
399
Next Financial Group
Texas
$7.2M +$231K +5,830 +3%
PP
400
PDS Planning
Ohio
$7.15M +$413K +10,415 +6%

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.