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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
551
LCNB Corp
Ohio
$2.69M +$140K +3,650 +6%
Jane Street
552
Jane Street
New York
$2.67M +$2.36M +61,475 +808%
PFA
553
Pure Financial Advisors
California
$2.66M -$56.1K -1,460 -2%
NCM
554
Next Capital Management
New York
$2.65M +$93.2K +2,425 +4%
UF
555
Univest Financial
Pennsylvania
$2.63M +$4.04K +105 +0.2%
Koshinski Asset Management
556
Koshinski Asset Management
Illinois
$2.63M +$306K +7,960 +13%
Bank of Montreal
557
Bank of Montreal
Ontario, Canada
$2.59M -$211M -5,495,250 -99%
NEPWA
558
New England Private Wealth Advisors
Massachusetts
$2.57M -$409K -10,640 -14%
MOS
559
MGO One Seven
Ohio
$2.57M -$27.7K -720 -1%
BFM
560
Broadview Financial Management
Wisconsin
$2.57M -$8.26K -215 -0.3%
PI
561
Parkside Investments
Illinois
$2.56M -$615K -16,010 -19%
MAS
562
Madden Advisory Services
Florida
$2.51M +$18.1K +470 +0.7%
KWM
563
Kingsview Wealth Management
Oregon
$2.49M -$340K -8,835 -12%
UBV
564
United Bank (Virginia)
Virginia
$2.49M -$20K -520 -0.8%
CCM
565
Colorado Capital Management
Colorado
$2.48M -$23.4K -610 -0.9%
CRC
566
Curi RMB Capital
Illinois
$2.46M
GC
567
Guggenheim Capital
Illinois
$2.46M
AF
568
AtlasMark Financial
Texas
$2.46M +$2.44M +63,620 New
DFA
569
Delta Financial Advisors
Louisiana
$2.46M -$86.1K -2,240 -3%
BCMO
570
Buckingham Capital Management (Ohio)
Ohio
$2.45M -$9.61K -250 -0.4%
FIM
571
Fernwood Investment Management
Massachusetts
$2.43M -$29.2K -760 -1%
PA
572
Pinnacle Associates
New York
$2.43M -$23.6K -615 -1%
1NWS
573
1 North Wealth Services
Maryland
$2.43M +$2.41M +62,815 New
GFP
574
Gryphon Financial Partners
Ohio
$2.42M -$81.5K -2,120 -3%
FCI
575
Financial Counselors Inc
Kansas
$2.41M +$159K +4,140 +7%

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.