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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
LC
476
Lubar & Co
Wisconsin
$3.82M
SC
477
Stratford Consulting
Texas
$3.8M -$41.1K -1,070 -1%
WP
478
WealthPLAN Partners
Nebraska
$3.78M -$198K -5,160 -5%
GA
479
GFS Advisors
Texas
$3.76M +$429K +11,165 +13%
CWM
480
Cranbrook Wealth Management
Michigan
$3.76M -$230K -5,990 -6%
FAIM
481
Financial Advocates Investment Management
Washington
$3.76M +$386K +10,035 +12%
JG
482
Jefferies Group
New York
$3.75M +$1.61M +41,885 +76%
Cetera Investment Advisers
483
Cetera Investment Advisers
Illinois
$3.74M -$689K -17,920 -16%
PA
484
PFG Advisors
Arizona
$3.72M -$475K -12,360 -11%
NEGWA
485
New England Guild Wealth Advisors
Connecticut
$3.72M +$395K +10,270 +12%
CPA
486
Clear Perspective Advisors
Illinois
$3.72M +$80.7K +2,100 +2%
CWM
487
CCG Wealth Management
California
$3.71M +$80.3K +2,090 +2%
RA
488
RFG Advisory
Alabama
$3.68M -$440K -11,455 -11%
MA
489
Montag & Associates
Georgia
$3.67M +$345K +8,980 +10%
IP
490
Investment Partners
Ohio
$3.65M +$717K +18,655 +25%
PAM
491
Private Asset Management
California
$3.65M +$62.6K +1,630 +2%
Cerity Partners
492
Cerity Partners
New York
$3.59M +$657K +17,095 +23%
OIA
493
OneDigital Investment Advisors
Kansas
$3.58M +$244K +6,350 +7%
CCM
494
Canal Capital Management
Virginia
$3.56M +$95.9K +2,495 +3%
BJL
495
Brighton Jones LLC
Washington
$3.55M -$30K -780 -0.8%
CFS
496
CRA Financial Services
New Jersey
$3.52M -$73.6K -1,915 -2%
GVAG
497
Great Valley Advisor Group
Delaware
$3.52M +$251K +6,530 +8%
SAM
498
Securian Asset Management
Minnesota
$3.51M
PFM
499
Parsec Financial Management
North Carolina
$3.51M +$132K +3,425 +4%
BFO
500
Biltmore Family Office
North Carolina
$3.5M +$248K +6,460 +8%

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.