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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
MHS
676
M Holdings Securities
Oregon
$2.27M -$107K -2,700 -5%
VOYA Investment Management
677
VOYA Investment Management
Georgia
$2.27M +$1.05M +26,585 +93%
PA
678
Pinnacle Associates
New York
$2.25M -$324K -8,180 -13%
TAM
679
Townsend Asset Management
North Carolina
$2.25M +$2.16M +54,540 New
CCG
680
Cypress Capital Group
Florida
$2.24M -$118K -2,985 -5%
TGAM
681
TBH Global Asset Management
Tennessee
$2.24M +$2.15M +54,310 New
CAW
682
Cornerstone Advisors (Washington)
Washington
$2.23M +$14.5K +365 +0.7%
RSWM
683
Robertson Stephens Wealth Management
California
$2.22M -$283K -7,130 -12%
EWA
684
EP Wealth Advisors
California
$2.21M +$144K +3,645 +7%
WA
685
WBH Advisory
Maryland
$2.21M -$68K -1,715 -3%
AW
686
ACG Wealth
Georgia
$2.2M -$277K -6,995 -12%
PA
687
Parallel Advisors
California
$2.19M +$128K +3,230 +6%
RWB
688
RMR Wealth Builders
New Jersey
$2.18M +$2.1M +52,885 New
NB
689
NBT Bank
New York
$2.17M +$2.18K +55 +0.1%
FWP
690
FAS Wealth Partners
Kansas
$2.17M +$98.3K +2,480 +5%
AIP
691
Ahrens Investment Partners
Louisiana
$2.17M -$222K -5,610 -10%
CWM
692
Campbell Wealth Management
Virginia
$2.15M +$18.8K +475 +0.9%
DSAM
693
Dock Street Asset Management
Florida
$2.12M -$6.93K -175 -0.3%
WF
694
Welch & Forbes
Massachusetts
$2.12M +$491K +12,395 +32%
CBFP
695
Cedar Brook Financial Partners
Ohio
$2.11M +$84.2K +2,125 +4%
OWA
696
Outlook Wealth Advisors
Texas
$2.11M +$576K +14,540 +40%
SFS
697
Sowell Financial Services
Arkansas
$2.1M -$3M -75,580 -60%
AIA
698
Arcadia Investment Advisors
Idaho
$2.1M -$32.9K -830 -2%
MYIA
699
Mount Yale Investment Advisors
Colorado
$2.08M -$254K -6,415 -11%
HB
700
Homrich & Berg
Georgia
$2.07M -$17.6K -445 -0.9%

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.