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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
EWA
626
EP Wealth Advisors
California
$1.93M +$84.7K +2,205 +5%
PA
627
Parallel Advisors
California
$1.93M -$12.3K -320 -0.6%
FFS
628
Founders Financial Securities
Maryland
$1.92M +$133K +3,465 +7%
HI
629
Horizon Investments
North Carolina
$1.92M +$134K +3,480 +8%
CBT
630
Central Bank & Trust
Kentucky
$1.91M +$24.2K +630 +1%
CBFP
631
Cedar Brook Financial Partners
Ohio
$1.9M -$2.8M -72,760 -60%
AF
632
Advisornet Financial
Minnesota
$1.9M +$692K +18,010 +58%
LHC
633
Little House Capital
Massachusetts
$1.87M -$54.4K -1,415 -3%
CT
634
Cambridge Trust
Massachusetts
$1.86M +$255K +6,630 +16%
BRWA
635
B. Riley Wealth Advisors
Florida
$1.85M +$27.3K +710 +2%
ECM
636
ETrade Capital Management
Virginia
$1.85M +$1.14M +29,640 +163%
MWM
637
MinichMacGregor Wealth Management
New York
$1.84M -$3.46K -90 -0.2%
ACM
638
AUA Capital Management
Pennsylvania
$1.83M
TFF
639
The Family Firm
Maryland
$1.83M
TC
640
TownSquare Capital
Utah
$1.81M -$240K -6,250 -12%
CCM
641
Condor Capital Management
New Jersey
$1.81M -$9.41K -245 -0.5%
LFA
642
Legacy Financial Advisors
Kentucky
$1.81M -$82.6K -2,150 -4%
W
643
WealthStone
Ohio
$1.8M +$1.79M +46,475 New
GC
644
Gilbert & Cook
Iowa
$1.79M +$2.11K +55 +0.1%
BCWM
645
Blue Chip Wealth Management
Florida
$1.78M
EVM
646
Eaton Vance Management
Massachusetts
$1.78M +$130K +3,370 +8%
HH
647
Hilltop Holdings
Texas
$1.76M +$416K +10,835 +31%
PFA
648
Pinnacle Family Advisors
Missouri
$1.75M +$706K +18,370 +68%
MC
649
Moors & Cabot
Massachusetts
$1.75M +$96.5K +2,510 +6%
V
650
VeraBank
Texas
$1.75M -$86.1K -2,240 -5%

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.