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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
MWP
626
Moller Wealth Partners
$2.67M +$236K +5,965 +10%
1NWS
627
1 North Wealth Services
Maryland
$2.66M +$68.2K +1,720 +3%
BCMO
628
Buckingham Capital Management (Ohio)
Ohio
$2.65M +$46.4K +1,170 +2%
HIA
629
Harbor Investment Advisory
Maryland
$2.65M +$2.55M +64,390 New
FNBOO
630
First National Bank of Omaha
Nebraska
$2.63M -$313K -7,900 -11%
LWPC
631
Legacy Wealth Partners (California)
California
$2.63M +$2.51M +63,270 New
CCM
632
Colorado Capital Management
Colorado
$2.62M -$17K -430 -0.7%
AF
633
AtlasMark Financial
Texas
$2.62M
VFA
634
Valeo Financial Advisors
Indiana
$2.62M +$94.1K +2,375 +4%
SW
635
SteelPeak Wealth
California
$2.6M +$2.5M +63,090 New
DFA
636
Delta Financial Advisors
Louisiana
$2.59M -$23.8K -600 -0.9%
MOS
637
MGO One Seven
Ohio
$2.59M -$149K -3,755 -6%
FIM
638
Fernwood Investment Management
Massachusetts
$2.57M -$19.6K -495 -0.8%
GFP
639
Gryphon Financial Partners
Ohio
$2.56M -$13.7K -345 -0.6%
PR
640
Payden & Rygel
California
$2.56M +$10.9K +275 +0.4%
BC
641
Burleson & Co
California
$2.56M -$3.69M -93,055 -60%
FCI
642
Financial Counselors Inc
Kansas
$2.54M -$20.8K -525 -0.8%
LCOV
643
London Company of Virginia
Virginia
$2.54M +$1.71M +43,150 +231%
SNT
644
Security National Trust
West Virginia
$2.54M +$8.92K +225 +0.4%
Legal & General Group
645
Legal & General Group
United Kingdom
$2.53M +$1.16M +29,225 +91%
CCMG
646
Clark Capital Management Group
Pennsylvania
$2.52M +$122K +3,075 +5%
GC
647
Guggenheim Capital
Illinois
$2.52M -$101K -2,560 -4%
BFO
648
Boston Family Office
Massachusetts
$2.52M +$12.1K +305 +0.5%
HWA
649
Heritage Way Advisors
Illinois
$2.51M +$193K +4,870 +9%
BWM
650
BigSur Wealth Management
Florida
$2.51M

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.