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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
SXL
726
Summit X LLC
Missouri
$1.85M +$59.2K +1,495 +3%
V
727
VeraBank
Texas
$1.85M -$10.9K -275 -0.6%
BFA
728
Beacon Financial Advisory
Ohio
$1.85M +$1.78M +44,890 New
DWT
729
Dorsey & Whitney Trust
South Dakota
$1.84M
1IA
730
1834 Investment Advisors
Wisconsin
$1.84M +$1.39K +35 +0.1%
LHC
731
Little House Capital
Massachusetts
$1.83M -$151K -3,815 -8%
SIM
732
Stratos Investment Management
Ohio
$1.83M -$4.16K -105 -0.2%
SF
733
Synovus Financial
Georgia
$1.82M +$7.93K +200 +0.5%
CWS
734
Cypress Wealth Services
California
$1.82M +$74.5K +1,880 +4%
W
735
WealthStone
Ohio
$1.82M -$87.6K -2,210 -5%
TFF
736
The Family Firm
Maryland
$1.81M -$129K -3,250 -7%
MC
737
Moors & Cabot
Massachusetts
$1.8M -$51.9K -1,310 -3%
SDIC
738
South Dakota Investment Council
South Dakota
$1.8M -$5.74M -144,735 -77%
AWP
739
Ascent Wealth Partners
New York
$1.79M +$26K +655 +2%
BL
740
BFSG LLC
California
$1.78M +$496K +12,520 +41%
KIA
741
KCM Investment Advisors
California
$1.78M +$71.1K +1,795 +4%
MMHP
742
Murphy Middleton Hinkle & Parker
Georgia
$1.77M -$43.6K -1,100 -2%
HCA
743
Heck Capital Advisors
Wisconsin
$1.76M +$71.5K +1,805 +4%
GIA
744
Granite Investment Advisors
New Hampshire
$1.76M +$8.92K +225 +0.5%
ABTD
745
Arvest Bank Trust Division
Oklahoma
$1.76M
GTAM
746
Global Trust Asset Management
Florida
$1.75M +$339K +8,550 +25%
HPC
747
HM Payson & Co
Maine
$1.73M -$120K -3,025 -7%
CBB
748
Citizens Business Bank
California
$1.72M -$1.78K -45 -0.1%
SC
749
Sepio Capital
Utah
$1.71M +$79.3K +2,000 +5%
GP
750
Geneva Partners
Wisconsin
$1.7M +$7.53K +190 +0.5%

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.