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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
CANC
951
Culbertson A N & Co
Virginia
$511K
DW
952
Domani Wealth
Pennsylvania
$511K
MAM
953
Marquette Asset Management
Minnesota
$509K -$103K -2,680 -17%
SBSB
954
Sullivan, Bruyette, Speros & Blaney
Virginia
$506K -$18.1K -470 -3%
TIM
955
Tortoise Investment Management
New York
$506K
FCB
956
First Command Bank
Texas
$504K +$94.2K +2,450 +23%
FCFS
957
First Command Financial Services
Texas
$504K +$94.2K +2,450 +23%
MCM
958
McRae Capital Management
New Jersey
$501K +$35.9K +935 +8%
CMO
959
Covenant Multifamily Offices
Texas
$499K
ANB
960
Amarillo National Bank
Texas
$499K +$89K +2,315 +22%
B
961
Brightworth
Georgia
$498K
PFA
962
Pathway Financial Advisors
Vermont
$498K
PCIA
963
Prime Capital Investment Advisors
Kansas
$496K +$56.9K +1,480 +13%
PAS
964
Partnervest Advisory Services
California
$489K -$5K -130 -1%
AWM
965
Altavista Wealth Management
North Carolina
$489K +$37.5K +975 +8%
GCM
966
Gibraltar Capital Management
Oklahoma
$489K +$486K +12,645 New
OCG
967
Opus Capital Group
Ohio
$488K -$19.2K -500 -4%
CWM
968
Calamos Wealth Management
Illinois
$484K
HCIA
969
Hochman Cole Investment Advisors
Illinois
$483K +$4.8K +125 +1%
SFG
970
SevenBridge Financial Group
Pennsylvania
$482K +$54K +1,405 +13%
Kayne Anderson Rudnick Investment Management
971
Kayne Anderson Rudnick Investment Management
California
$478K +$389K +10,115 +451%
SCA
972
Sage Capital Advisors
South Dakota
$477K -$19.2K -500 -4%
SAM
973
SP Asset Management
California
$477K +$161K +4,195 +51%
WANY
974
Wealthspire Advisors (New York)
New York
$475K +$473K +12,295 New
WSTAM
975
Wilbanks Smith & Thomas Asset Management
Virginia
$474K

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.