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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
9WM
851
9258 Wealth Management
Ohio
$799K -$137K -3,570 -15%
LSPW
852
Lake Street Private Wealth
Illinois
$799K +$74K +1,925 +10%
SG
853
StoneX Group
New York
$796K +$18.8K +490 +2%
MIM
854
Marco Investment Management
Georgia
$791K -$7.3K -190 -0.9%
PCTC
855
Perkins Coie Trust Company
Washington
$791K
MWP
856
MYCIO Wealth Partners
Pennsylvania
$782K -$73K -1,900 -9%
BCM
857
Brookmont Capital Management
Texas
$778K +$46.7K +1,215 +6%
TCOT
858
Trust Company of Toledo
Ohio
$771K -$384 -10 -0.1%
FCFC
859
First Commonwealth Financial Corp
Pennsylvania
$759K +$148K +3,850 +24%
DLCIG
860
D.L. Carlson Investment Group
New Hampshire
$754K +$266K +6,915 +55%
PWM
861
Paulson Wealth Management
Illinois
$752K -$3.07K -80 -0.4%
DBT
862
Dubuque Bank & Trust
Iowa
$745K +$74.6K +1,940 +11%
MBTD
863
Mechanics Bank - Trust Department
California
$743K -$57.6K -1,500 -7%
SHA
864
Seneca House Advisors
Virginia
$739K -$11.5K -300 -2%
LFPWM
865
Leicht Financial Planning & Wealth Management
New Jersey
$732K -$245K -6,385 -25%
VWM
866
Venturi Wealth Management
Texas
$727K -$295K -7,675 -29%
PWG
867
Private Wealth Group
Florida
$724K
LCOV
868
London Company of Virginia
Virginia
$721K -$1.46M -37,920 -67%
MOACM
869
Mutual of America Capital Management
New York
$720K -$1.81M -47,205 -72%
HPC
870
Hobart Private Capital
North Carolina
$714K -$74.6K -1,940 -10%
NSIM
871
North Star Investment Management
Illinois
$707K
WCM
872
Wealthcare Capital Management
Virginia
$701K +$81.9K +2,130 +13%
TFS
873
TrustCore Financial Services
Tennessee
$698K -$66.9K -1,740 -9%
CL
874
CIM LLC
New York
$690K
TP
875
Tranquility Partners
Tennessee
$683K -$4.42K -115 -0.6%

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.