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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
SQA
926
Simon Quick Advisors
New Jersey
$546K +$25.7K +670 +5%
FFN
927
Focus Financial Network
Minnesota
$546K
TFS
928
Thoroughbred Financial Services
Tennessee
$541K +$537K +13,985 New
SBWM
929
Sunflower Bank Wealth Management
Arizona
$540K
FA
930
FMA Advisory
Pennsylvania
$537K +$29.6K +770 +6%
JIC
931
Joel Isaacson & Co
New York
$536K
DACG
932
Donor Advised Charitable Giving
California
$535K -$581K -15,110 -52%
PGAM
933
Princeton Global Asset Management
New Jersey
$531K
DWM
934
Doyle Wealth Management
Florida
$529K +$384 +10 +0.1%
NFC
935
Northeast Financial Consultants
Connecticut
$527K +$192 +5 +0%
OIA
936
Optimum Investment Advisors
Illinois
$527K +$14.4K +375 +3%
AWM
937
Apollon Wealth Management
South Carolina
$525K -$12.5K -325 -2%
MC
938
Martin & Co
Tennessee
$523K -$961 -25 -0.2%
RCA
939
Rowland Carmichael Advisors
Arizona
$521K -$281K -7,300 -35%
CBU
940
CIBC Bank USA
Illinois
$519K +$25.9K +675 +5%
PEA
941
Pacific Edge Advisors
California
$518K -$19.2K -500 -4%
ACI
942
Alpha Cubed Investments
California
$518K +$116K +3,015 +29%
MCM
943
Maryland Capital Management
Maryland
$518K +$516K +13,415 New
AIA
944
Armor Investment Advisors
North Carolina
$517K
HBWM
945
Hollow Brook Wealth Management
New York
$516K
SC
946
Scotia Capital
Ontario, Canada
$514K -$97.4K -2,535 -16%
SWM
947
Stockman Wealth Management
Montana
$514K -$14.2K -370 -3%
AF
948
Alerus Financial
North Dakota
$513K
GCA
949
Greenwood Capital Associates
South Carolina
$512K
FG
950
Fiduciary Group
Georgia
$511K -$62.5K -1,625 -11%

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.