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iShares Core S&P Mid-Cap ETF

1,302 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 79 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

41% more first-time investments, than exits

New positions opened: 79 | 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: 1,2891,302 (+13)

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 (-$56M)

Holders
1,302
Holders Change
+13
Holders Change %
+1.01%
% of All Funds
28.55%
Holding in Top 10
248
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.81%
% of All Funds
5.44%
New
79
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
MAFM
426
Mid Atlantic Financial Management
Pennsylvania
$5M +$47.3K +1,230 +1%
AAS
427
Avantax Advisory Services
Texas
$4.99M +$715K +18,600 +17%
PWAP
428
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.97M -$4.42M -115,005 -47%
RIG
429
Roosevelt Investment Group
New York
$4.95M +$537K +13,975 +12%
WIC
430
Whitegate Investment Counselors
New Hampshire
$4.93M -$127K -3,300 -3%
HWA
431
Heritage Wealth Advisors
Virginia
$4.9M -$5.38K -140 -0.1%
SFS
432
Sowell Financial Services
Arkansas
$4.89M +$4.86M +126,525 New
CIBC World Market
433
CIBC World Market
Ontario, Canada
$4.88M +$386K +10,050 +9%
JWM
434
JGP Wealth Management
Oregon
$4.88M +$12.9K +335 +0.3%
FDCDDQ
435
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.84M -$139K -3,615 -3%
CSA
436
Cottage Street Advisors
Massachusetts
$4.8M -$139K -3,625 -3%
HCMT
437
Highland Capital Management (Tennessee)
Tennessee
$4.8M +$3.95M +102,750 +481%
MCWS
438
McKinley Carter Wealth Services
West Virginia
$4.66M -$512K -13,320 -10%
NL
439
NWAM LLC
Washington
$4.66M -$427K -11,120 -8%
HR
440
Hardy Reed
Mississippi
$4.66M +$22.5K +585 +0.5%
FWCM
441
Ferguson Wellman Capital Management
Oregon
$4.61M -$277K -7,210 -6%
PTC
442
Private Trust Company
Ohio
$4.58M -$321K -8,345 -7%
PB
443
Pinnacle Bancorp
Nebraska
$4.57M -$543K -14,125 -11%
BCA
444
Berman Capital Advisors
Georgia
$4.55M -$14.4K -375 -0.3%
APA
445
American Portfolios Advisors
New York
$4.54M +$1.22M +31,775 +37%
SSW
446
Smith Shellnut Wilson
Mississippi
$4.52M -$239K -6,220 -5%
DAS
447
Dynamic Advisor Solutions
Arizona
$4.49M +$54.2K +1,410 +1%
CFA
448
Cahill Financial Advisors
Minnesota
$4.49M -$322K -8,370 -7%
WP
449
WealthSource Partners
California
$4.47M -$518K -13,480 -10%
MWC
450
MKD Wealth Coaches
Michigan
$4.46M -$872K -22,700 -16%

IJH Hedge Fund Activity: Q3 2019 in Review

1,302 of the 4,561 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: 79 funds opened new IJH positions and 56 closed out — a net gain of 23 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.

  • 1,302 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.
  • 79 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2019 and 56 closed out, a net change of +23 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.