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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
PFA
601
Pure Financial Advisors
California
$2.94M +$106K +2,665 +4%
NL
602
NEPC LLC
Massachusetts
$2.91M +$2.81M +70,810 New
RT
603
Rockland Trust
Massachusetts
$2.91M -$258K -6,520 -8%
SBLIC
604
Security Benefit Life Insurance Company
Kansas
$2.88M
FTC
605
Farmers Trust Company
Ohio
$2.86M -$197K -4,975 -7%
FLA
606
Financial Life Advisors
Texas
$2.86M -$108K -2,725 -4%
NCP
607
NexWave Capital Partners
New York
$2.85M +$2.74M +69,235 New
PG
608
Patten Group
Tennessee
$2.83M -$277K -6,990 -9%
CBN
609
Cadence Bank NA
Texas
$2.82M -$225K -5,690 -8%
LC
610
LCNB Corp
Ohio
$2.81M -$59.4K -1,500 -2%
PCG
611
Private Capital Group
Connecticut
$2.8M -$70.9K -1,790 -3%
ECM
612
Exchange Capital Management
Michigan
$2.79M -$152K -3,840 -5%
NEAM
613
New England Asset Management
Connecticut
$2.78M +$2.68M +67,545 New
NEPWA
614
New England Private Wealth Advisors
Massachusetts
$2.77M +$27.9K +705 +1%
CFO
615
CVA Family Office
Colorado
$2.77M +$2.67M +67,260 New
LF
616
Lantz Financial
Illinois
$2.76M +$162K +4,080 +6%
PI
617
Parkside Investments
Illinois
$2.76M +$27.7K +700 +1%
UBV
618
United Bank (Virginia)
Virginia
$2.74M +$87.4K +2,205 +3%
BFM
619
Broadview Financial Management
Wisconsin
$2.74M +$4.36K +110 +0.2%
AAMC
620
Asset Allocation & Management Company
Illinois
$2.73M +$2.63M +66,385 New
ARG
621
Advisory Resource Group
Oklahoma
$2.73M -$6.05M -152,680 -70%
WA
622
Wealth Alliance
New York
$2.72M +$2.61M +65,975 New
SA
623
Silversage Advisors
California
$2.7M +$2.6M +65,530 New
NCM
624
Next Capital Management
New York
$2.69M -$137K -3,445 -5%
CAG
625
Crestwood Advisors Group
Massachusetts
$2.67M +$112K +2,835 +5%

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.