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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
SWA
776
Stratos Wealth Advisors
Ohio
$1.06M -$75.7K -1,970 -7%
TAM
777
Tocqueville Asset Management
New York
$1.06M +$1.06M +27,500 New
JWS
778
Juncture Wealth Strategies
Arizona
$1.06M -$188K -4,890 -15%
WAM
779
Weatherly Asset Management
California
$1.05M -$299K -7,770 -22%
FFW
780
Fusion Family Wealth
New York
$1.05M -$274K -7,130 -21%
DY
781
Dowling & Yahnke
California
$1.05M -$44.6K -1,160 -4%
CIAS
782
Capital Investment Advisory Services
North Carolina
$1.04M +$25.6K +665 +3%
TNB
783
Thomasville National Bank
Georgia
$1.03M +$25.9K +675 +3%
TAM
784
Tradition Asset Management
Virginia
$1.03M
BCWM
785
Bartlett & Co Wealth Management
Ohio
$1.02M +$164K +4,280 +19%
BC
786
Bartlett & Co
Ohio
$1.02M +$164K +4,280 +19%
GI
787
GS Investments
Minnesota
$1.02M +$11.7K +305 +1%
ACG
788
Allen Capital Group
Nebraska
$1.01M -$91.1K -2,370 -8%
PL
789
Plancorp LLC
Missouri
$1.01M
KA
790
Kovack Advisors
Florida
$1.01M -$268K -6,965 -21%
CHA
791
Carmichael Hill & Associates
Maryland
$1.01M -$46.3K -1,205 -4%
EF
792
Empirical Finance
Pennsylvania
$1.01M
American Century Companies
793
American Century Companies
Missouri
$1M +$307K +8,000 +44%
CCA
794
Clearwater Capital Advisors
Illinois
$1M -$163K -4,240 -14%
CPP
795
Crow Point Partners
Massachusetts
$1M -$7.88K -205 -0.8%
WPSG
796
Wealth & Pension Services Group
Georgia
$994K -$375K -9,755 -27%
CI
797
Cigna Investments
Connecticut
$973K -$115K -3,000 -11%
AWE
798
Avidian Wealth Enterprises
Texas
$973K +$176K +4,585 +22%
SAM
799
Seelaus Asset Management
New Jersey
$956K -$15.6K -405 -2%
PFS
800
Prospera Financial Services
Texas
$950K -$43.4K -1,130 -4%

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.