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iShares Core S&P Mid-Cap ETF

1,301 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 78 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

39% more first-time investments, than exits

New positions opened: 78 | 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: 1,2891,301 (+12)

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 (-$56.1M)

Holders
1,301
Holders Change
+12
Holders Change %
+0.93%
% of All Funds
28.53%
Holding in Top 10
248
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.81%
% of All Funds
5.44%
New
78
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
Jones Financial Companies
51
Jones Financial Companies
Missouri
$88.5M +$1.26M +32,780 +1%
Stifel Financial
52
Stifel Financial
Missouri
$88.1M -$3.79M -98,495 -4%
HTC
53
Haverford Trust Company
Pennsylvania
$87.9M -$330K -8,595 -0.4%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$86.6M -$899K -23,385 -1%
GT
55
Greenleaf Trust
Michigan
$85.8M +$1.44M +37,485 +2%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$83.1M -$1.83M -47,550 -2%
GBA
57
Global Beta Advisors
Pennsylvania
$81.3M
HighTower Advisors
58
HighTower Advisors
Illinois
$79.9M +$16M +417,265 +25%
BFPW
59
BOK Financial Private Wealth
Colorado
$79.6M +$53.2M +1,384,185 +205%
BF
60
BOK Financial
Oklahoma
$78M +$509K +13,245 +0.7%
MIA
61
MainStreet Investment Advisors
Illinois
$77.3M -$1.69M -43,935 -2%
SSB
62
Sandy Spring Bank
Maryland
$75.4M +$1.73M +45,040 +2%
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$75.3M -$1.75M -45,460 -2%
LW
64
Linscomb Wealth
Texas
$73.2M +$573K +14,915 +0.8%
Citigroup
65
Citigroup
New York
$72M +$45.3M +1,177,635 +172%
Comerica Bank
66
Comerica Bank
Texas
$71.4M -$4.2M -109,350 -6%
Franklin Resources
67
Franklin Resources
California
$71.3M -$31.8M -826,460 -31%
LF
68
Lee Financial
Texas
$70.9M -$1.52M -39,615 -2%
PAG
69
Private Advisor Group
New Jersey
$70.7M +$2.29M +59,545 +3%
FI
70
FormulaFolio Investments
Michigan
$70.6M +$300K +7,815 +0.4%
MML Investors Services
71
MML Investors Services
Massachusetts
$69.2M -$17.6M -457,265 -20%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$67.4M -$1.85M -48,180 -3%
SW
73
SVB Wealth
Massachusetts
$67.4M +$59.4M +1,546,080 +785%
USAA
74
United Services Automobile Association
Texas
$67.3M +$2.75M +71,440 +4%
UCFA
75
United Capital Financial Advisors
Texas
$66.9M -$8.14M -211,800 -11%

IJH Hedge Fund Activity: Q3 2019 in Review

1,301 of the 4,560 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: 78 funds opened new IJH positions and 56 closed out — a net gain of 22 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.

  • 1,301 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.
  • 78 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2019 and 56 closed out, a net change of +22 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.