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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
CG
901
Caprock Group
Idaho
$613K +$2.31K +60 +0.4%
Treasurer of the State of North Carolina
902
Treasurer of the State of North Carolina
North Carolina
$608K -$913K -23,755 -60%
FNC
903
First National Corp
Massachusetts
$607K +$20.9K +545 +4%
CMP
904
Courage Miller Partners
Virginia
$603K -$4.61K -120 -0.8%
CIA
905
Choate Investment Advisors
Massachusetts
$599K
FWSM
906
First Wilshire Securities Management
California
$599K
BS
907
Boenning & Scattergood
Pennsylvania
$599K +$11.9K +310 +2%
PWMAG
908
Pinnacle Wealth Management Advisory Group
New Jersey
$596K -$19.2K -500 -3%
Capital Fund Management (CFM)
909
Capital Fund Management (CFM)
France
$595K +$592K +15,395 New
CCFM
910
Clear Creek Financial Management
Washington
$594K -$74K -1,925 -11%
GG
911
GenWealth Group
New Jersey
$591K
FPCG
912
Fort Pitt Capital Group
Pennsylvania
$587K -$12.3K -320 -2%
MLL
913
Moody Lynn & Lieberson
Massachusetts
$584K
TSWM
914
Triangle Securities Wealth Management
North Carolina
$582K +$35.5K +925 +7%
TA
915
TFG Advisers
Michigan
$580K +$11.7K +305 +2%
RWA
916
Ropes Wealth Advisors
Massachusetts
$579K -$24K -625 -4%
PCS
917
Personal CFO Solutions
New Jersey
$579K +$579K +15,075 New
Wealth Enhancement Advisory Services
918
Wealth Enhancement Advisory Services
Minnesota
$576K +$228K +5,920 +65%
GWS
919
Glassman Wealth Services
Virginia
$570K -$25.9K -675 -4%
BI
920
Ballast Inc
Kentucky
$565K
GMA
921
Goldstein Munger & Associates
California
$553K
BA
922
Boston Advisors
Massachusetts
$553K +$24K +625 +5%
PSF
923
Pacific Sun Financial
California
$551K +$3.84K +100 +0.7%
SC
924
Scholtz & Company
Connecticut
$549K
DSA
925
Droms Strauss Advisors
Missouri
$546K

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.