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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
CL
826
Choreo LLC
Illinois
$1.33M +$68.6K +1,730 +6%
OPA
827
Old Port Advisors
Maine
$1.32M -$21.6K -545 -2%
RMCM
828
Reynders McVeigh Capital Management
Massachusetts
$1.32M -$4.95K -125 -0.4%
IAN
829
Integrated Advisors Network
Texas
$1.32M +$1.27M +31,980 New
BHBT
830
Burke & Herbert Bank & Trust
Virginia
$1.31M +$24.4K +615 +2%
FNBOSM
831
First National Bank of South Miami
Florida
$1.3M -$42K -1,060 -3%
RFWA
832
RPg Family Wealth Advisory
Massachusetts
$1.3M +$35.5K +895 +3%
CSIC
833
Clifford Swan Investment Counsel
California
$1.3M
TI
834
Truepoint Inc
Ohio
$1.3M +$1.19K +30 +0.1%
RG
835
Rikoon Group
New Mexico
$1.3M +$1.98K +50 +0.2%
BUB
836
BBVA USA Bancshares
Texas
$1.3M +$1.25M +31,470 New
VC
837
Veracity Capital
Georgia
$1.28M +$1.23M +31,135 New
EAM
838
Evanson Asset Management
California
$1.28M -$21.8K -550 -2%
MOACM
839
Mutual of America Capital Management
New York
$1.28M +$493K +12,450 +67%
RIA
840
Realta Investment Advisors
Delaware
$1.27M -$248K -6,250 -17%
PCA
841
Personal Capital Advisors
California
$1.26M +$559K +14,095 +85%
RWMH
842
Riverpoint Wealth Management Holdings
Illinois
$1.26M -$18.2K -460 -1%
3F
843
360 Financial
Minnesota
$1.25M +$1.2M +30,355 New
TF
844
Trek Financial
Arizona
$1.24M -$98.5K -2,485 -8%
GT
845
Glenview Trust
Kentucky
$1.24M +$220K +5,545 +23%
PIP
846
Peachtree Investment Partners
Florida
$1.24M -$10.7K -270 -0.9%
HL
847
HeadInvest LLC
Maine
$1.24M +$54.5K +1,375 +5%
BCWM
848
Bartlett & Co Wealth Management
Ohio
$1.23M +$139K +3,500 +13%
BFC
849
Bedel Financial Consulting
Indiana
$1.23M +$16.1K +405 +1%
FA
850
Fortis Advisors
Pennsylvania
$1.21M -$15.3K -385 -1%

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.