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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
TNB
601
TCF National Bank
South Dakota
$2.25M +$2.23M +58,075 New
MHS
602
M Holdings Securities
Oregon
$2.24M -$55.5K -1,445 -2%
OWD
603
Osborn Williams & Donohoe
Ohio
$2.24M
SGK
604
Steigerwald Gordon & Koch
Virginia
$2.23M -$33.4K -870 -1%
CCG
605
Cypress Capital Group
Florida
$2.22M -$98.4K -2,560 -4%
AFG
606
Albion Financial Group
Utah
$2.21M -$124K -3,230 -5%
AC
607
Alley Company
Illinois
$2.21M -$5.38K -140 -0.2%
SIAS
608
Shine Investment Advisory Services
Colorado
$2.19M +$83.6K +2,175 +4%
HWA
609
Heritage Way Advisors
Illinois
$2.17M +$60K +1,560 +3%
VCM
610
Vivaldi Capital Management
Illinois
$2.15M -$274K -7,125 -11%
WA
611
WBH Advisory
Maryland
$2.14M +$507K +13,200 +31%
WI
612
WrapManager Inc
California
$2.13M -$417K -10,850 -16%
GWMIA
613
Global Wealth Management Investment Advisory
Florida
$2.12M +$242K +6,295 +13%
FC
614
Financial Consulate
Maryland
$2.1M +$61.9K +1,610 +3%
CAW
615
Cornerstone Advisors (Washington)
Washington
$2.08M +$271K +7,040 +15%
IAA
616
Independent Advisor Alliance
North Carolina
$2.04M +$1.97M +51,240 New
NB
617
NBT Bank
New York
$2.04M -$25.7K -670 -1%
EW
618
Evoke Wealth
California
$2.02M +$2.01M +52,325 New
CWM
619
Campbell Wealth Management
Virginia
$2M +$22.1K +575 +1%
AIA
620
Arcadia Investment Advisors
Idaho
$2M -$20.9K -545 -1%
DSAM
621
Dock Street Asset Management
Florida
$2M -$143K -3,715 -7%
HB
622
Homrich & Berg
Georgia
$1.96M +$261K +6,785 +15%
FWP
623
FAS Wealth Partners
Kansas
$1.94M +$89.2K +2,320 +5%
EWM
624
Executive Wealth Management
Michigan
$1.94M -$223K -5,815 -10%
AllianceBernstein
625
AllianceBernstein
Tennessee
$1.93M +$14.2K +370 +0.7%

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.