We are live on ! Find out more
IJH icon

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
NNP
576
Nachman Norwood & Parrott
South Carolina
$2.4M -$8.07K -210 -0.3%
PR
577
Payden & Rygel
California
$2.39M +$9.61K +250 +0.4%
CAG
578
Crestwood Advisors Group
Massachusetts
$2.39M +$69.4K +1,805 +3%
BFG
579
Beacon Financial Group
Texas
$2.39M -$56.9K -1,480 -2%
SNT
580
Security National Trust
West Virginia
$2.37M -$19.4K -505 -0.8%
EB
581
Eastern Bank
Massachusetts
$2.37M
VFA
582
Valeo Financial Advisors
Indiana
$2.37M +$401K +10,445 +21%
RSWM
583
Robertson Stephens Wealth Management
California
$2.36M +$124K +3,225 +6%
LF
584
Lantz Financial
Illinois
$2.36M -$24K -625 -1%
BWM
585
BigSur Wealth Management
Florida
$2.36M
BFO
586
Boston Family Office
Massachusetts
$2.35M +$19.2K +500 +0.8%
PCMC
587
Private Capital Management (Colorado)
Colorado
$2.35M -$57.5K -1,495 -2%
AW
588
ACG Wealth
Georgia
$2.34M -$734K -19,105 -24%
Invesco
589
Invesco
Georgia
$2.34M -$43K -1,120 -2%
STMM
590
South Texas Money Management
Texas
$2.33M +$142K +3,700 +7%
MYIA
591
Mount Yale Investment Advisors
Colorado
$2.32M +$38.2K +995 +2%
BPCE
592
Bank Pictet & Cie (Europe)
Germany
$2.32M
MWP
593
Moller Wealth Partners
$2.27M
ECG
594
Edge Capital Group
Georgia
$2.27M +$502K +13,075 +29%
WS
595
Wedbush Securities
California
$2.26M +$331K +8,615 +17%
HPWM
596
Highland Private Wealth Management
Washington
$2.25M
QCM
597
Quest Capital Management
Texas
$2.25M -$130K -3,370 -5%
BIM
598
Bridgecreek Investment Management
Oklahoma
$2.25M
CCMG
599
Clark Capital Management Group
Pennsylvania
$2.25M +$9.41K +245 +0.4%
AIP
600
Ahrens Investment Partners
Louisiana
$2.25M -$705K -18,335 -24%

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.