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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
Citadel Advisors
701
Citadel Advisors
Florida
$1.45M -$4.05M -105,375 -74%
ED
702
Exane Derivatives
France
$1.44M
SBH
703
Segall Bryant & Hamill
Illinois
$1.43M
CHC
704
City Holding Co
West Virginia
$1.42M +$86.7K +2,255 +7%
OWA
705
Outlook Wealth Advisors
Texas
$1.42M +$582K +15,140 +70%
CA
706
Continuum Advisory
Idaho
$1.41M -$64.2K -1,670 -4%
UTC
707
Unified Trust Company
Kentucky
$1.41M -$81.7K -2,125 -6%
SCA
708
STALEY CAPITAL ADVISERS
Pennsylvania
$1.41M -$57.6K -1,500 -4%
GM
709
GeoWealth Management
Illinois
$1.41M +$1.4M +36,370 New
SS
710
Sunbelt Securities
Texas
$1.4M +$1.03M +26,770 +282%
BBHC
711
Brown Brothers Harriman & Co
New York
$1.4M +$459K +11,955 +49%
KAH
712
Kathryn A. Hall
$1.39M
IWP
713
Icon Wealth Partners
Texas
$1.39M -$1.09M -28,305 -44%
ACM
714
Azimuth Capital Management
Michigan
$1.38M
OC
715
Oakworth Capital
Alabama
$1.37M +$8.26K +215 +0.6%
KL
716
KWMG LLC
Kansas
$1.36M -$138K -3,595 -9%
FFSOTS
717
Fiduciary Financial Services of The Southwest
Texas
$1.35M
OFG
718
Omega Financial Group
California
$1.33M +$62.6K +1,630 +5%
NS
719
NewDay Solutions
New Hampshire
$1.32M -$42.7K -1,110 -3%
GTAM
720
Global Trust Asset Management
Florida
$1.31M +$437K +11,365 +50%
SCM
721
Smith Capital Management
Arkansas
$1.31M
HCA
722
Harbour Capital Advisors
Virginia
$1.31M -$21.1K -550 -2%
JAFL
723
Jay A. Fishman Ltd
Michigan
$1.3M -$76.9K -2,000 -6%
PCA
724
Providence Capital Advisors
North Carolina
$1.29M +$22.7K +590 +2%
ONST
725
Old North State Trust
North Carolina
$1.28M -$22.3K -580 -2%

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.