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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
CIR
451
Clear Investment Research
Georgia
$4.44M -$448K -11,665 -9%
WPW
452
Waldron Private Wealth
Pennsylvania
$4.41M +$608K +15,830 +16%
FNBT
453
FineMark National Bank & Trust
Florida
$4.39M +$393K +10,230 +10%
RWA
454
River Wealth Advisors
Pennsylvania
$4.36M +$77.1K +2,005 +2%
BIA
455
Bigelow Investment Advisors
Maine
$4.31M +$73K +1,900 +2%
TCM
456
Telos Capital Management
California
$4.27M -$28.1K -730 -0.7%
SSWM
457
Sheets Smith Wealth Management
North Carolina
$4.23M
PP
458
Palladium Partners
Virginia
$4.19M +$344K +8,960 +9%
CFC
459
Coyle Financial Counsel
Illinois
$4.19M -$877K -22,815 -17%
SFI
460
SPC Financial Inc
Maryland
$4.18M +$418K +10,885 +11%
TFCP
461
Twin Focus Capital Partners
Massachusetts
$4.18M -$9.03K -235 -0.2%
Schroder Investment Management Group
462
Schroder Investment Management Group
United Kingdom
$4.14M
KPCM
463
Kings Point Capital Management
New York
$4.05M -$77.6K -2,020 -2%
CFGS
464
Concourse Financial Group Securities
Alabama
$4.04M -$6.62M -172,150 -62%
FC
465
FCA Corp
Texas
$4.03M -$198K -5,145 -5%
SP
466
SWS Partners
Ohio
$4.02M +$279K +7,250 +8%
ONB
467
Old National Bancorp
Indiana
$3.99M -$119K -3,090 -3%
SPIA
468
Strategic Point Investment Advisors
Rhode Island
$3.94M +$281K +7,300 +8%
Deutsche Bank
469
Deutsche Bank
Germany
$3.94M +$1.49M +38,850 +61%
MI
470
Moneywise Inc
Virginia
$3.93M +$165K +4,305 +4%
BCM
471
Brookstone Capital Management
Illinois
$3.93M +$52.8K +1,375 +1%
GSWM
472
Golden State Wealth Management
California
$3.91M +$156K +4,050 +4%
SCM
473
SOL Capital Management
Maryland
$3.9M -$27.1K -705 -0.7%
BCM
474
Boltwood Capital Management
California
$3.87M -$47.1K -1,225 -1%
MWM
475
Mascoma Wealth Management
New Hampshire
$3.87M +$18.4K +480 +0.5%

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.