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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
MLL
951
Moody Lynn & Lieberson
Massachusetts
$834K +$204K +5,140 +34%
PPP
952
Private Portfolio Partners
New Jersey
$833K -$34.1K -860 -4%
GC
953
Grace Capital
Massachusetts
$829K +$442K +11,150 +124%
BCM
954
Brookmont Capital Management
Texas
$827K -$1.78K -45 -0.2%
ACM
955
Allred Capital Management
Texas
$826K -$44K -1,110 -5%
F
956
F3Logic
Minnesota
$824K -$340K -8,585 -30%
EPWM
957
Essex Private Wealth Management
Massachusetts
$823K +$793K +20,015 New
TCOT
958
Trust Company of Toledo
Ohio
$820K -$594 -15 -0.1%
KCP
959
KDI Capital Partners
North Carolina
$817K -$171K -4,315 -18%
CBT
960
Capital Bank & Trust
California
$812K -$82K -2,070 -9%
CC
961
Copperleaf Capital
North Carolina
$797K +$768K +19,370 New
SLG
962
Stanley-Laman Group
Pennsylvania
$780K -$155K -3,910 -17%
DLCIG
963
D.L. Carlson Investment Group
New Hampshire
$776K -$25.8K -650 -3%
MBTD
964
Mechanics Bank - Trust Department
California
$771K -$19.8K -500 -3%
PWG
965
Private Wealth Group
Florida
$771K
FPCG
966
Fort Pitt Capital Group
Pennsylvania
$769K +$139K +3,495 +23%
EIA
967
Eldridge Investment Advisors
New Hampshire
$766K -$88K -2,220 -11%
I
968
INVST
Indiana
$765K +$288K +7,265 +64%
AC
969
Abbrea Capital
California
$764K -$104K -2,625 -12%
CFFP
970
Center for Financial Planning
Michigan
$761K +$732K +18,480 New
GI
971
GS Investments
Minnesota
$760K -$275K -6,930 -26%
FCA
972
FinTrust Capital Advisors
South Carolina
$757K +$538K +13,570 +282%
PIA
973
Piedmont Investment Advisors
North Carolina
$754K -$559K -14,110 -44%
NSIM
974
North Star Investment Management
Illinois
$753K
JWBC
975
John W. Brooker & Co
California
$753K +$725K +18,285 New

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.