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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
HCA
676
Heck Capital Advisors
Wisconsin
$1.59M -$72.1K -1,875 -4%
PGFC
677
Peapack-Gladstone Financial Corp
New Jersey
$1.58M +$68.2K +1,775 +5%
HIMC
678
Heritage Investors Management Corp
Maryland
$1.57M +$221K +5,745 +16%
WP
679
WealthShield Partners
North Carolina
$1.57M -$219K -5,705 -12%
VRM
680
Vectors Research Management
New York
$1.55M -$62.5K -1,625 -4%
Axa
681
Axa
France
$1.54M +$269K +7,000 +21%
MCM
682
MV Capital Management
Maryland
$1.54M -$36.3K -945 -2%
FSWA
683
Financial Synergies Wealth Advisors
Texas
$1.53M
SC
684
Sepio Capital
Utah
$1.53M
SWM
685
Sequoia Wealth Management
Illinois
$1.53M +$229K +5,965 +18%
PFGIA
686
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M +$183K +4,770 +14%
HC
687
HNP Capital
New York
$1.51M -$62.3K -1,620 -4%
WF
688
Welch & Forbes
Massachusetts
$1.51M -$5.96K -155 -0.4%
1WA
689
180 Wealth Advisors
Washington
$1.5M -$197K -5,120 -12%
GP
690
Girard Partners
Pennsylvania
$1.5M -$976K -25,390 -40%
SHJ
691
Sharkey, Howes & Javer
Colorado
$1.49M +$15.2K +395 +1%
FA
692
FC Advisory
Pennsylvania
$1.49M +$21.9K +570 +2%
CIC
693
Carnegie Investment Counsel
Ohio
$1.48M +$139K +3,625 +10%
KFGK
694
Keystone Financial Group (Kentucky)
Kentucky
$1.47M -$13.6K -355 -0.9%
LIA
695
LBMC Investment Advisors
Tennessee
$1.47M +$75.5K +1,965 +5%
HR
696
Hayden Royal
North Carolina
$1.47M +$414K +10,775 +40%
CCMD
697
Cypress Capital Management (Delaware)
Delaware
$1.46M +$351K +9,125 +32%
RIA
698
Realta Investment Advisors
Delaware
$1.46M -$254K -6,605 -15%
Simplex Trading
699
Simplex Trading
Illinois
$1.46M +$1.45M +37,780 New
KBFS
700
Kohmann Bosshard Financial Services
Ohio
$1.45M +$16.3K +425 +1%

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.