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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
EIP
501
Ellis Investment Partners
Pennsylvania
$3.49M +$295K +7,675 +9%
BSW
502
Buckingham Strategic Wealth
Missouri
$3.47M -$197K -5,130 -5%
LPT
503
Legacy Private Trust
Wisconsin
$3.46M -$4.8K -125 -0.1%
PAG
504
Pinnacle Advisory Group
Maryland
$3.43M -$50.7K -1,320 -1%
AC
505
Alexandria Capital
Virginia
$3.43M -$72.3K -1,880 -2%
EWA
506
Exencial Wealth Advisors
Oklahoma
$3.4M +$121K +3,160 +4%
RPC
507
Rossmore Private Capital
Connecticut
$3.33M -$12.3K -320 -0.4%
VWM
508
Valley Wealth Managers
New Jersey
$3.32M -$102K -2,660 -3%
SCG
509
Sonata Capital Group
Washington
$3.3M
ST
510
Sabal Trust
Florida
$3.29M +$6.34K +165 +0.2%
BNP Paribas Financial Markets
511
BNP Paribas Financial Markets
France
$3.29M
FTI
512
Fiduciary Trust International
Massachusetts
$3.25M +$763K +19,860 +31%
SWM
513
SVA Wealth Management
Wisconsin
$3.24M +$142K +3,690 +5%
NDSI
514
Newman Dignan & Sheerar Inc
Rhode Island
$3.23M -$69.4K -1,805 -2%
JIP
515
Jaffetilchin Investment Partners
Florida
$3.23M -$393K -10,235 -11%
KLI
516
Kelman-Lazarov Inc
Tennessee
$3.21M +$471K +12,265 +17%
DI
517
DAGCO Inc
Ohio
$3.21M +$197K +5,135 +7%
BWM
518
BerganKDV Wealth Management
Minnesota
$3.2M -$19.2K -500 -0.6%
PPA
519
Parametric Portfolio Associates
Washington
$3.17M -$769K -20,010 -20%
PCM
520
Parsons Capital Management
Rhode Island
$3.12M +$17.3K +450 +0.6%
RIA
521
Regal Investment Advisors
Michigan
$3.09M -$126K -3,290 -4%
PMFA
522
Plante Moran Financial Advisors
Michigan
$3.09M +$44K +1,145 +1%
CTC
523
Central Trust Company
Missouri
$3.08M +$35.7K +930 +1%
UBG
524
United Bank (Georgia)
Georgia
$3.02M +$90.9K +2,365 +3%
TPWA
525
TRUE Private Wealth Advisors
Oregon
$3.01M +$79.2K +2,060 +3%

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.