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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
CRCM
651
Corbett Road Capital Management
Virginia
$2.5M +$2.4M +60,675 New
ATWA
652
Arbor Trust Wealth Advisors
Michigan
$2.48M +$2.39M +60,350 New
NNP
653
Nachman Norwood & Parrott
South Carolina
$2.48M -$73.9K -1,865 -3%
EB
654
Eastern Bank
Massachusetts
$2.48M -$44.6K -1,125 -2%
JG
655
Jefferies Group
New York
$2.47M -$1.46M -36,825 -38%
BPCE
656
Bank Pictet & Cie (Europe)
Germany
$2.47M
MWM
657
Mattern Wealth Management
Kansas
$2.47M +$2.38M +60,000 New
HPWM
658
Highland Private Wealth Management
Washington
$2.42M +$21.8K +550 +0.9%
BIM
659
Bridgecreek Investment Management
Oklahoma
$2.4M
EK
660
Evensky & Katz
Florida
$2.39M -$699K -17,645 -23%
GWMIA
661
Global Wealth Management Investment Advisory
Florida
$2.38M +$127K +3,215 +6%
OWD
662
Osborn Williams & Donohoe
Ohio
$2.38M +$198 +5 +0%
FC
663
Financial Consulate
Maryland
$2.37M +$128K +3,235 +6%
AC
664
Alley Company
Illinois
$2.37M +$13.9K +350 +0.6%
BFG
665
Beacon Financial Group
Texas
$2.36M -$198K -4,995 -8%
PCMC
666
Private Capital Management (Colorado)
Colorado
$2.35M
WS
667
Wedbush Securities
California
$2.33M -$77.5K -1,955 -3%
AFG
668
Albion Financial Group
Utah
$2.32M -$32.3K -815 -1%
SGK
669
Steigerwald Gordon & Koch
Virginia
$2.31M -$72.1K -1,820 -3%
QCM
670
Quest Capital Management
Texas
$2.3M -$94.7K -2,390 -4%
PWM
671
Provident Wealth Management
Tennessee
$2.29M +$2.21M +55,680 New
CRC
672
Curi RMB Capital
Illinois
$2.29M -$324K -8,185 -13%
VCM
673
Vivaldi Capital Management
Illinois
$2.28M -$3.96K -100 -0.2%
FFS
674
Founders Financial Securities
Maryland
$2.28M +$227K +5,720 +12%
HI
675
Horizon Investments
North Carolina
$2.28M +$225K +5,690 +11%

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.