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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
PCM
401
Pennsylvania Capital Management
Pennsylvania
$7.09M +$6.83M +172,295 New
BB
402
Busey Bank
Illinois
$7.03M +$300K +7,560 +5%
SIC
403
Shoker Investment Counsel
Ohio
$7.03M +$11.7K +295 +0.2%
CFB
404
Cullen/Frost Bankers
Texas
$6.97M -$5.15K -130 -0.1%
HA
405
HYA Advisors
Missouri
$6.96M +$6.7M +169,055 New
PWW
406
Pettyjohn Wood & White
Virginia
$6.95M +$705K +17,780 +12%
CWA
407
Clarity Wealth Advisors
California
$6.94M +$6.68M +168,640 New
AWM
408
Altus Wealth Management
Kentucky
$6.91M +$6.66M +167,935 New
SIAM
409
Sterling Investment Advisors (Missouri)
Missouri
$6.84M -$94.1K -2,375 -1%
RSVP
410
Ramsay Stattman Vela & Price
Colorado
$6.8M -$19.8K -500 -0.3%
SIA
411
Starfire Investment Advisers
Michigan
$6.8M +$82.8K +2,090 +1%
FFWA
412
FRG Family Wealth Advisors
Washington
$6.71M -$74.3K -1,875 -1%
NPF
413
Norris Perne & French
Michigan
$6.68M +$426K +10,750 +7%
TCM
414
Towercrest Capital Management
Pennsylvania
$6.62M +$155K +3,915 +2%
AI
415
Accredited Investors
Minnesota
$6.51M -$3.37K -85 -0.1%
BPWA
416
Beacon Pointe Wealth Advisors
California
$6.48M -$204K -5,145 -3%
CT
417
Coastline Trust
Rhode Island
$6.46M +$49.5K +1,250 +0.8%
AWM
418
Avior Wealth Management
Nebraska
$6.43M -$238K -6,015 -4%
N
419
Natixis
France
$6.42M +$663K +16,725 +12%
CA
420
Crewe Advisors
Utah
$6.26M +$433K +10,915 +8%
MAFM
421
Mid Atlantic Financial Management
Pennsylvania
$6.16M +$803K +20,265 +16%
TK
422
TIAA Kaspick
Massachusetts
$6.15M -$154K -3,885 -3%
CB
423
Commerce Bank
Missouri
$6.13M -$16.4K -415 -0.3%
FC
424
Ferris Capital
Massachusetts
$6.08M -$234K -5,910 -4%
GIA
425
GHP Investment Advisors
Colorado
$6.06M -$100K -2,535 -2%

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.