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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
WB
526
WesBanco Bank
West Virginia
$2.98M +$77.8K +2,025 +3%
FFG
527
Ford Financial Group
California
$2.96M -$512K -13,315 -15%
EK
528
Evensky & Katz
Florida
$2.92M +$2.91M +75,690 New
PG
529
Patten Group
Tennessee
$2.92M -$203K -5,280 -7%
AWA
530
Arete Wealth Advisors
Illinois
$2.92M -$352K -9,155 -11%
RT
531
Rockland Trust
Massachusetts
$2.91M -$152K -3,950 -5%
SFP
532
Shepherd Financial Partners
Massachusetts
$2.89M -$37.5K -975 -1%
SIAP
533
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.88M -$19.2K -500 -1%
FTC
534
Farmers Trust Company
Ohio
$2.88M +$2.88K +75 +0.1%
CBN
535
Cadence Bank NA
Texas
$2.87M -$14.8K -385 -0.5%
LWAC
536
Laurel Wealth Advisors (California)
California
$2.85M +$55.1K +1,435 +2%
MGIA
537
Moneta Group Investment Advisors
Missouri
$2.85M -$37.5K -975 -1%
SAS
538
Stelac Advisory Services
New York
$2.81M
FLA
539
Financial Life Advisors
Texas
$2.79M +$184K +4,795 +7%
FNBOO
540
First National Bank of Omaha
Nebraska
$2.78M +$310K +8,075 +13%
ECM
541
Exchange Capital Management
Michigan
$2.77M -$56.3K -1,465 -2%
DC
542
Davenport & Co
Virginia
$2.77M -$16.9K -440 -0.6%
BHIA
543
Birch Hill Investment Advisors
Massachusetts
$2.76M -$167K -4,335 -6%
PWA
544
Physician Wealth Advisors
Utah
$2.73M +$2.61M +67,920 New
PCM
545
Perritt Capital Management
Illinois
$2.72M -$239K -6,215 -8%
FBA
546
Front Barnett Associates
Illinois
$2.71M +$9.99K +260 +0.4%
SBLIC
547
Security Benefit Life Insurance Company
Kansas
$2.71M
PCG
548
Private Capital Group
Connecticut
$2.7M -$318K -8,275 -11%
SFA
549
Sequoia Financial Advisors
Ohio
$2.69M -$197K -5,130 -7%
TPA
550
Trivium Point Advisory
Connecticut
$2.69M -$2.22M -57,760 -45%

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.