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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
WP
526
WealthPLAN Partners
Nebraska
$3.96M -$17.8K -450 -0.5%
KOMWMG
527
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.96M +$3.81M +96,090 New
PP
528
Palladium Partners
Virginia
$3.92M -$352K -8,870 -9%
GA
529
GFS Advisors
Texas
$3.92M -$84.4K -2,130 -2%
MGIA
530
Moneta Group Investment Advisors
Missouri
$3.91M +$850K +21,445 +29%
CCM
531
Canal Capital Management
Virginia
$3.9M +$105K +2,655 +3%
AIC
532
Ameritas Investment Company
Nebraska
$3.88M -$9.87M -249,125 -73%
BRWA
533
B. Riley Wealth Advisors
Florida
$3.88M +$1.84M +46,330 +97%
WCM
534
Washburn Capital Management
Florida
$3.86M +$3.71M +93,715 New
Cetera Investment Advisers
535
Cetera Investment Advisers
Illinois
$3.86M -$120K -3,035 -3%
CWM
536
Cranbrook Wealth Management
Michigan
$3.85M -$147K -3,720 -4%
BJL
537
Brighton Jones LLC
Washington
$3.84M +$59.2K +1,495 +2%
RPSA
538
Richard P. Slaughter Associates
Texas
$3.81M +$3.67M +92,655 New
SC
539
Stratford Consulting
Texas
$3.78M -$260K -6,550 -7%
CFS
540
CRA Financial Services
New Jersey
$3.77M +$29.3K +740 +0.8%
PAG
541
Pinnacle Advisory Group
Maryland
$3.77M +$114K +2,865 +3%
MI
542
Moneywise Inc
Virginia
$3.75M -$181K -4,555 -4%
SAM
543
Securian Asset Management
Minnesota
$3.74M
PAM
544
Private Asset Management
California
$3.74M -$146K -3,675 -4%
RA
545
RFG Advisory
Alabama
$3.73M -$186K -4,695 -5%
KLI
546
Kelman-Lazarov Inc
Tennessee
$3.71M +$273K +6,895 +8%
LPT
547
Legacy Private Trust
Wisconsin
$3.71M +$25.8K +650 +0.7%
IC
548
IEQ Capital
California
$3.69M +$3.55M +89,555 New
HF
549
Halpern Financial
Virginia
$3.68M +$3.54M +89,345 New
BFO
550
Biltmore Family Office
North Carolina
$3.67M -$54.3K -1,370 -2%

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.