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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
SWM
901
Sugarloaf Wealth Management
Georgia
$978K +$942K +23,765 New
SCP
902
Shorepoint Capital Partners
Massachusetts
$976K +$40.2K +1,015 +4%
KLCM
903
KG&L Capital Management
Louisiana
$974K +$8.12K +205 +0.9%
PIMG
904
Patriot Investment Management Group
Tennessee
$970K
PWA
905
Peterson Wealth Advisors
Utah
$970K +$7.33K +185 +0.8%
RC
906
RegentAtlantic Capital
New Jersey
$969K -$17K -430 -2%
VVP
907
Venture Visionary Partners
Ohio
$969K +$933K +23,555 New
ATPW
908
Ashton Thomas Private Wealth
Arizona
$967K +$931K +23,495 New
IC
909
Intersect Capital
California
$967K +$31.9K +805 +4%
BFS
910
Bradley Foster & Sargent
Connecticut
$961K +$396 +10 +0%
HT
911
Heritage Trust
Oklahoma
$957K +$52.1K +1,315 +6%
VCA
912
Verdence Capital Advisors
Maryland
$956K +$37.6K +950 +4%
PFS
913
Prospera Financial Services
Texas
$950K -$60K -1,515 -6%
BA
914
Ballew Advisors
Mississippi
$948K +$17.2K +435 +2%
CSPIA
915
Cary Street Partners Investment Advisory
Virginia
$948K +$913K +23,040 New
CONA
916
Capital One National Association
New York
$947K +$912K +23,010 New
VCP
917
Vista Capital Partners
Oregon
$943K -$20K -505 -2%
OFG
918
Oxford Financial Group
Indiana
$937K +$4.16K +105 +0.5%
WJWM
919
Williams Jones Wealth Management
New York
$933K -$19K -480 -2%
MFT
920
Moisand Fitzgerald Tamayo
Florida
$929K -$31.7K -800 -3%
AWM
921
Argent Wealth Management
Massachusetts
$925K +$891K +22,475 New
SFSIG
922
San Francisco Sentry Investment Group
California
$917K -$27.9K -705 -3%
CCA
923
Clearwater Capital Advisors
Illinois
$916K -$147K -3,700 -14%
FMC
924
First Merchants Corp
Indiana
$910K +$29.7K +750 +4%
Kayne Anderson Rudnick Investment Management
925
Kayne Anderson Rudnick Investment Management
California
$908K +$384K +9,695 +78%

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.