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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
DSC
751
Duncker Streett & Co
Missouri
$1.2M +$16.9K +440 +1%
RWMH
752
Riverpoint Wealth Management Holdings
Illinois
$1.2M -$2.5K -65 -0.2%
BL
753
BFSG LLC
California
$1.19M +$154K +4,000 +15%
RFWA
754
RPg Family Wealth Advisory
Massachusetts
$1.19M -$645K -16,780 -35%
CAM
755
Concorde Asset Management
Michigan
$1.18M -$430K -11,200 -27%
CL
756
Choreo LLC
Illinois
$1.18M +$36.7K +955 +3%
PIP
757
Peachtree Investment Partners
Florida
$1.17M -$162K -4,220 -12%
FA
758
Fortis Advisors
Pennsylvania
$1.15M +$388K +10,095 +51%
STA
759
Summit Trail Advisors
New York
$1.15M +$1.14M +29,790 New
VWA
760
V Wealth Advisors
Kansas
$1.15M +$29.2K +760 +3%
BFC
761
Bedel Financial Consulting
Indiana
$1.14M
AL
762
Aspiriant LLC
California
$1.14M +$603K +15,700 +115%
PWM
763
PRW Wealth Management
Massachusetts
$1.13M -$118K -3,065 -9%
BRM
764
Boston Research & Management
Massachusetts
$1.13M +$16.5K +430 +1%
DDC
765
DF Dent & Co
Maryland
$1.13M
FM
766
Family Management
New York
$1.12M -$1.65M -42,870 -60%
CA
767
Commerzbank Aktiengesellschaft
Germany
$1.12M
F
768
F3Logic
Minnesota
$1.11M -$766K -19,935 -41%
RG
769
Rathbones Group
United Kingdom
$1.11M +$576 +15 +0.1%
VOYA Investment Management
770
VOYA Investment Management
Georgia
$1.11M +$852K +22,160 +340%
HL
771
HeadInvest LLC
Maine
$1.11M +$487K +12,675 +79%
ST
772
Somerset Trust
Pennsylvania
$1.08M -$215K -5,590 -17%
BCM
773
BTC Capital Management
Iowa
$1.08M
MA
774
Mutual Advisors
Nebraska
$1.07M -$433K -11,275 -29%
FHA
775
Flagship Harbor Advisors
Massachusetts
$1.07M -$118K -3,060 -10%

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.