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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
AF
701
Advisornet Financial
Minnesota
$2.06M +$32.9K +830 +2%
WI
702
WrapManager Inc
California
$2.05M -$213K -5,375 -10%
Mercer Global Advisors
703
Mercer Global Advisors
Colorado
$2.02M +$272K +6,870 +16%
CBT
704
Central Bank & Trust
Kentucky
$2.02M -$12.9K -325 -0.7%
LFA
705
Legacy Financial Advisors
Kentucky
$2.01M +$78.9K +1,990 +4%
SHJ
706
Sharkey, Howes & Javer
Colorado
$1.99M +$385K +9,715 +25%
CC
707
Cadinha & Co
Hawaii
$1.98M +$218K +5,505 +13%
TNB
708
TCF National Bank
South Dakota
$1.97M -$404K -10,205 -18%
CT
709
Cambridge Trust
Massachusetts
$1.97M -$14.9K -375 -0.8%
EVM
710
Eaton Vance Management
Massachusetts
$1.96M +$59.4K +1,500 +3%
MCIA
711
Mountain Capital Investment Advisors
Colorado
$1.96M +$1.2M +30,320 +174%
ACM
712
AUA Capital Management
Pennsylvania
$1.95M
CNB
713
Camden National Bank
Maine
$1.93M +$583K +14,710 +46%
MWM
714
MinichMacGregor Wealth Management
New York
$1.92M -$37.1K -935 -2%
BCWM
715
Blue Chip Wealth Management
Florida
$1.91M +$8.12K +205 +0.4%
LWA
716
Lineweaver Wealth Advisors
Ohio
$1.9M +$1.83M +46,275 New
GC
717
Gilbert & Cook
Iowa
$1.9M -$4.56K -115 -0.2%
CCM
718
Condor Capital Management
New Jersey
$1.89M -$32.7K -825 -2%
FMW
719
Farr Miller & Washington
District of Columbia
$1.89M +$136K +3,440 +8%
HIMC
720
Heritage Investors Management Corp
Maryland
$1.89M +$203K +5,125 +13%
IAS
721
Investment Advisory Services
Texas
$1.88M +$1.8M +45,520 New
CC
722
Claybrook Capital
Massachusetts
$1.87M
PFA
723
Pinnacle Family Advisors
Missouri
$1.87M +$1.58K +40 +0.1%
VIM
724
Vista Investment Management
Pennsylvania
$1.86M +$2.97K +75 +0.2%
SWPG
725
Strategic Wealth Partners Group
Illinois
$1.85M -$7.13K -180 -0.4%

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.