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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
PCM
576
Parsons Capital Management
Rhode Island
$3.32M +$198 +5 +0%
SFA
577
Sequoia Financial Advisors
Ohio
$3.3M +$414K +10,450 +15%
GVAG
578
Great Valley Advisor Group
Delaware
$3.27M -$461K -11,630 -13%
ECG
579
Edge Capital Group
Georgia
$3.26M +$810K +20,430 +35%
PPA
580
Parametric Portfolio Associates
Washington
$3.24M -$129K -3,265 -4%
WB
581
WesBanco Bank
West Virginia
$3.21M +$36.9K +930 +1%
BHIA
582
Birch Hill Investment Advisors
Massachusetts
$3.21M +$259K +6,530 +9%
LWAC
583
Laurel Wealth Advisors (California)
California
$3.21M +$166K +4,200 +6%
VWM
584
Valley Wealth Managers
New Jersey
$3.2M -$322K -8,135 -9%
FMBTD
585
First Midwest Bank Trust Division
Illinois
$3.17M +$1.31M +33,140 +75%
AWA
586
Arete Wealth Advisors
Illinois
$3.12M +$4.56K +115 +0.2%
MA
587
Mutual Advisors
Nebraska
$3.11M +$1.89M +47,645 +171%
DL
588
DOHJ LLC
Washington
$3.09M +$2.97M +75,025 New
SFP
589
Shepherd Financial Partners
Massachusetts
$3.08M +$6.34K +160 +0.2%
FBA
590
Front Barnett Associates
Illinois
$3.08M +$184K +4,640 +7%
SIAP
591
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.07M
AllianceBernstein
592
AllianceBernstein
Tennessee
$3.04M +$947K +23,890 +48%
SAS
593
Stelac Advisory Services
New York
$3.03M +$39.6K +1,000 +1%
DC
594
Davenport & Co
Virginia
$3.02M +$88.2K +2,225 +3%
MAS
595
Madden Advisory Services
Florida
$2.98M +$299K +7,540 +12%
PCM
596
Perritt Capital Management
Illinois
$2.97M +$72.7K +1,835 +3%
PWA
597
Physician Wealth Advisors
Utah
$2.97M +$160K +4,025 +6%
SG
598
StoneX Group
New York
$2.96M +$2.03M +51,315 +249%
TPA
599
Trivium Point Advisory
Connecticut
$2.95M -$10.5K -265 -0.4%
AFS
600
Aft Forsyth & Sober
Florida
$2.95M +$2.84M +71,675 New

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.