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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
RFC
26
Regions Financial Corp
Alabama
$300M +$782K +19,730 +0.3%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$292M -$2.5M -63,030 -0.9%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$257M +$25.1M +633,315 +11%
AA
29
Alesco Advisors
New York
$214M -$1.84M -46,370 -0.9%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$212M +$15.1M +381,290 +8%
CAM
31
Cresset Asset Management
Illinois
$205M +$662K +16,695 +0.3%
V
32
Veritable
Delaware
$203M +$6.11M +154,260 +3%
HNB
33
Huntington National Bank
Ohio
$196M
HT
34
Hefren-Tillotson
Pennsylvania
$181M -$366K -9,235 -0.2%
S
35
Schroders
United Kingdom
$172M -$103K -2,600 -0.1%
TAIM
36
TD Ameritrade Investment Management
Nebraska
$170M -$14.6M -367,160 -8%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$166M +$696K +17,565 +0.4%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$148M +$37.1M +935,250 +35%
UB
39
UMB Bank
Missouri
$143M +$554K +13,980 +0.4%
TF
40
TIAA FSB
Florida
$138M -$5.78M -145,915 -4%
AG
41
Advisor Group
Arizona
$117M -$9.83M -248,065 -8%
BIM
42
Bridges Investment Management
Nebraska
$111M +$4.62M +116,500 +5%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$108M +$15.1M +380,155 +17%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$106M +$16.7M +422,375 +20%
NMIMC
45
Northwestern Mutual Investment Management Company
Wisconsin
$106M -$51.6M -1,301,500 -34%
FIM
46
Freedom Investment Management
Connecticut
$103M +$99.5M +2,511,620 New
PFG
47
Pacific Financial Group
Washington
$103M -$44.4M -1,120,945 -31%
APCM
48
Alaska Permanent Capital Management
Alaska
$101M +$1.71M +43,205 +2%
LI
49
LVZ Inc
Michigan
$100M +$2.8M +70,545 +3%
BFPW
50
BOK Financial Private Wealth
Colorado
$99.8M +$14.4M +364,225 +18%

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.