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iShares Core S&P Mid-Cap ETF

1,301 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 78 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

39% more first-time investments, than exits

New positions opened: 78 | 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: 1,2891,301 (+12)

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 (-$56.1M)

Holders
1,301
Holders Change
+12
Holders Change %
+0.93%
% of All Funds
28.53%
Holding in Top 10
248
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.81%
% of All Funds
5.44%
New
78
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
DIP
76
DT Investment Partners
Pennsylvania
$66.4M -$45K -1,170 -0.1%
M&T Bank
77
M&T Bank
New York
$66.3M -$652K -16,965 -1%
SIC
78
Sigma Investment Counselors
Michigan
$63.5M +$2.04M +53,105 +3%
AFG
79
Arkansas Financial Group
Arkansas
$60.1M +$1.42M +36,915 +2%
1832 Asset Management
80
1832 Asset Management
Ontario, Canada
$59.8M +$16M +415,500 +36%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$59.5M -$15.2M -396,400 -20%
LWA
82
Lenox Wealth Advisors
New York
$57.5M +$382K +9,935 +0.7%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$57.3M -$1.32M -34,360 -2%
MCM
84
MAI Capital Management
Ohio
$57M +$3.22M +83,760 +6%
UBS AM
85
UBS AM
Illinois
$55.4M +$3.7M +96,350 +7%
SWM
86
SigFig Wealth Management
California
$54.8M +$6.62M +172,345 +14%
FAAS
87
First Allied Advisory Services
California
$54.3M +$115K +2,995 +0.2%
PFM
88
Phillips Financial Management
Indiana
$52.1M +$1.41M +36,755 +3%
GHA
89
GW Henssler & Associates
Georgia
$50.8M -$504K -13,120 -1%
VFA
90
Voya Financial Advisors
Connecticut
$50.5M +$1.83M +47,685 +4%
CPO
91
Cerity Partners OCIO
New York
$50.4M +$119K +3,090 +0.2%
MIH
92
Madison Investment Holdings
Wisconsin
$50M -$3.25M -84,490 -6%
FWM
93
FFT Wealth Management
Pennsylvania
$49.5M -$163K -4,245 -0.3%
TFO
94
Tarbox Family Office
California
$48.8M +$2.1M +54,675 +5%
VC
95
Vicus Capital
Pennsylvania
$48.6M -$2.29M -59,470 -5%
FT
96
Fiduciary Trust
Massachusetts
$48.1M +$1.7M +44,340 +4%
OAM
97
Oppenheimer Asset Management
New York
$48M -$472K -12,275 -1%
CCFCSB
98
Cape Cod Five Cents Savings Bank
Massachusetts
$47.4M +$627K +16,320 +1%
KA
99
Klingman & Associates
New York
$46.7M +$2.46M +64,105 +6%
BP
100
Ballentine Partners
Massachusetts
$46.7M +$239K +6,215 +0.5%

IJH Hedge Fund Activity: Q3 2019 in Review

1,301 of the 4,560 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: 78 funds opened new IJH positions and 56 closed out — a net gain of 22 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.

  • 1,301 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.
  • 78 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2019 and 56 closed out, a net change of +22 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.