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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
DDC
851
DF Dent & Co
Maryland
$1.2M
CA
852
Commerzbank Aktiengesellschaft
Germany
$1.19M
XF
853
XML Financial
Maryland
$1.19M +$1.15M +28,915 New
CIAS
854
Capital Investment Advisory Services
North Carolina
$1.19M +$75.1K +1,895 +7%
RG
855
Rathbones Group
United Kingdom
$1.18M +$2.77K +70 +0.2%
DI
856
Disciplined Investments
Oklahoma
$1.17M +$1.13M +28,510 New
CGFA
857
Colton Groome Financial Advisors
North Carolina
$1.17M -$85K -2,145 -7%
P
858
&Partners
Tennessee
$1.16M +$147K +3,715 +15%
NS
859
NewDay Solutions
New Hampshire
$1.16M -$252K -6,360 -18%
SHWM
860
Smith & Howard Wealth Management
Georgia
$1.15M +$734K +18,510 +195%
HF
861
HRT Financial
New York
$1.15M +$414K +10,440 +60%
CPSC
862
Carl P. Sherr & Co
Massachusetts
$1.15M +$1.11M +27,930 New
VWA
863
V Wealth Advisors
Kansas
$1.15M
BCM
864
BTC Capital Management
Iowa
$1.15M
FHA
865
Flagship Harbor Advisors
Massachusetts
$1.15M +$2.58K +65 +0.2%
SC
866
Savant Capital
Illinois
$1.14M +$413K +10,430 +60%
VCP
867
Verus Capital Partners
Arizona
$1.14M +$1.1M +27,685 New
CHA
868
Carmichael Hill & Associates
Maryland
$1.14M +$63K +1,590 +6%
TAM
869
Tocqueville Asset Management
New York
$1.13M
DSC
870
Duncker Streett & Co
Missouri
$1.13M -$145K -3,665 -12%
Lido Advisors
871
Lido Advisors
California
$1.13M +$138K +3,480 +15%
ST
872
Somerset Trust
Pennsylvania
$1.12M -$32.1K -810 -3%
DY
873
Dowling & Yahnke
California
$1.12M +$4.76K +120 +0.4%
JWS
874
Juncture Wealth Strategies
Arizona
$1.12M -$10.1K -255 -0.9%
PWM
875
PRW Wealth Management
Massachusetts
$1.1M -$99.1K -2,500 -9%

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.