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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
ST
826
Spinnaker Trust
Maine
$873K
SBA
827
Secrest Blakey & Associates
North Carolina
$869K -$1.73K -45 -0.2%
MWM
828
Mission Wealth Management
California
$867K -$44.8K -1,165 -5%
RFN
829
RDA Financial Network
Iowa
$866K -$1.34K -35 -0.2%
VCA
830
Verdence Capital Advisors
Maryland
$861K +$8.65K +225 +1%
CF
831
Centaurus Financial
California
$851K -$31.5K -820 -4%
HT
832
Heritage Trust
Oklahoma
$848K +$843K +21,945 New
CG
833
Corundum Group
Colorado
$842K
CBT
834
Capital Bank & Trust
California
$842K +$150K +3,915 +22%
B
835
Bellecapital
Switzerland
$842K +$161K +4,200 +24%
BA
836
Ballew Advisors
Mississippi
$841K +$246K +6,410 +39%
BRWM
837
B. Riley Wealth Management
Tennessee
$835K -$9.22K -240 -1%
WGCA
838
Wolf Group Capital Advisors
Virginia
$831K +$117K +3,055 +17%
ACM
839
Ategra Capital Management
Virginia
$829K -$7.49K -195 -0.9%
CL
840
CPWM LLC
Washington
$826K +$48.4K +1,260 +6%
FMC
841
First Merchants Corp
Indiana
$825K -$38.4K -1,000 -4%
QAM
842
QCI Asset Management
New York
$823K -$5K -130 -0.6%
AP
843
Appleton Partners
Massachusetts
$821K +$961 +25 +0.1%
EBT
844
Enterprise Bank & Trust
Massachusetts
$820K
AC
845
Abbrea Capital
California
$819K
LWCFA
846
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$818K +$103K +2,675 +14%
PPP
847
Private Portfolio Partners
New Jersey
$815K -$179K -4,650 -18%
IIM
848
Ipswich Investment Management
Massachusetts
$807K -$66.7K -1,735 -8%
EIA
849
Eldridge Investment Advisors
New Hampshire
$805K +$46.1K +1,200 +6%
ACM
850
Allred Capital Management
Texas
$803K -$24K -625 -3%

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.