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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
HMC
451
Harvard Management Company
Massachusetts
$5.43M +$103K +2,590 +2%
RIG
452
Roosevelt Investment Group
New York
$5.42M +$144K +3,630 +3%
CI
453
Cavalier Investments
Georgia
$5.37M +$29.9K +755 +0.6%
SIC
454
Samalin Investment Counsel
New York
$5.36M +$5.16M +130,200 New
ASN
455
Advisory Services Network
Georgia
$5.27M -$605K -15,265 -11%
HWA
456
Heritage Wealth Advisors
Virginia
$5.27M +$47.2K +1,190 +0.9%
MSAM
457
Moloney Securities Asset Management
Missouri
$5.19M -$330K -8,315 -6%
TFCP
458
Twin Focus Capital Partners
Massachusetts
$5.19M +$707K +17,830 +16%
CF
459
Copperwynd Financial
Arizona
$5.18M -$2.95M -74,515 -37%
FDCDDQ
460
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.13M -$26.4K -665 -0.5%
CSA
461
Cottage Street Advisors
Massachusetts
$5.11M
WP
462
WealthSource Partners
California
$5.07M +$299K +7,550 +7%
MCWS
463
McKinley Carter Wealth Services
West Virginia
$5.01M +$46.4K +1,170 +1%
VCM
464
Verde Capital Management
Michigan
$4.98M +$4.79M +120,930 New
SSW
465
Smith Shellnut Wilson
Mississippi
$4.97M +$154K +3,895 +3%
HR
466
Hardy Reed
Mississippi
$4.95M -$13.9K -350 -0.3%
MCM
467
Mattern Capital Management
Colorado
$4.94M +$4.76M +120,090 New
NL
468
NWAM LLC
Washington
$4.93M -$32.1K -810 -0.7%
FWCM
469
Ferguson Wellman Capital Management
Oregon
$4.9M -$8.92K -225 -0.2%
WANY
470
Wealthspire Advisors (New York)
New York
$4.89M +$4.22M +106,570 +867%
BCA
471
Berman Capital Advisors
Georgia
$4.88M +$37.6K +950 +0.8%
AA
472
Argent Advisors
Louisiana
$4.85M +$4.66M +117,595 New
WPW
473
Waldron Private Wealth
Pennsylvania
$4.82M +$117K +2,950 +3%
HWA
474
Hilltop Wealth Advisors
North Carolina
$4.81M +$4.63M +116,815 New
Cerity Partners
475
Cerity Partners
New York
$4.8M +$934K +23,570 +25%

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.