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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
CI
926
Cambiar Investors
Colorado
$905K +$872K +21,995 New
IIM
927
Ipswich Investment Management
Massachusetts
$902K +$40.6K +1,025 +5%
Wealth Enhancement Advisory Services
928
Wealth Enhancement Advisory Services
Minnesota
$900K +$269K +6,785 +45%
DE
929
Day & Ennis
Georgia
$897K -$83.6K -2,110 -9%
B
930
Bellecapital
Switzerland
$896K
CG
931
Corundum Group
Colorado
$896K
AF
932
Apexium Financial
Texas
$895K +$862K +21,750 New
TCOO
933
Trust Company of Oklahoma
Oklahoma
$893K +$492K +12,425 +134%
RFN
934
RDA Financial Network
Iowa
$893K +$8.32K +210 +1%
WGCA
935
Wolf Group Capital Advisors
Virginia
$890K +$3.96K +100 +0.5%
AP
936
Appleton Partners
Massachusetts
$888K +$13.1K +330 +2%
CI
937
Cigna Investments
Connecticut
$886K -$111K -2,800 -11%
CL
938
CPWM LLC
Washington
$886K +$5.75K +145 +0.7%
EBT
939
Enterprise Bank & Trust
Massachusetts
$873K
BRWM
940
B. Riley Wealth Management
Tennessee
$869K -$19.8K -500 -2%
LSPW
941
Lake Street Private Wealth
Illinois
$869K +$17.2K +435 +2%
CAM
942
Concorde Asset Management
Michigan
$867K -$380K -9,580 -31%
QAM
943
QCI Asset Management
New York
$861K -$15.3K -385 -2%
LWCFA
944
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$853K -$18.2K -460 -2%
EP
945
Eudaimonia Partners
Tennessee
$851K +$820K +20,680 New
FCFC
946
First Commonwealth Financial Corp
Pennsylvania
$847K +$36.7K +925 +5%
PCTC
947
Perkins Coie Trust Company
Washington
$843K
MIM
948
Marco Investment Management
Georgia
$842K
MWP
949
MYCIO Wealth Partners
Pennsylvania
$840K +$6.54K +165 +0.8%
ACM
950
Ategra Capital Management
Virginia
$839K -$42.6K -1,075 -5%

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.