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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
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$65.2M +$6.26M +157,850 +9%
MML Investors Services
77
MML Investors Services
Massachusetts
$65M -$8.3M -209,380 -12%
AFG
78
Arkansas Financial Group
Arkansas
$64.5M +$376K +9,495 +0.6%
MCM
79
MAI Capital Management
Ohio
$63.2M +$2.38M +60,100 +4%
GBA
80
Global Beta Advisors
Pennsylvania
$60.7M -$24.9M -628,845 -30%
FWM
81
FFT Wealth Management
Pennsylvania
$59.7M +$6.65M +167,925 +13%
LWA
82
Lenox Wealth Advisors
New York
$59.6M -$1.61M -40,515 -3%
FAAS
83
First Allied Advisory Services
California
$58.8M +$1.04M +26,195 +2%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$58.2M -$4.96M -125,070 -8%
PFM
85
Phillips Financial Management
Indiana
$56.4M +$844K +21,295 +2%
VFA
86
Voya Financial Advisors
Connecticut
$55.8M +$1.61M +40,720 +3%
AWA
87
Alaska Wealth Advisors
Alaska
$54.5M -$42.8M -1,080,110 -45%
GHA
88
GW Henssler & Associates
Georgia
$54.1M +$54.5K +1,375 +0.1%
FT
89
Fiduciary Trust
Massachusetts
$54M +$2.6M +65,525 +5%
KA
90
Klingman & Associates
New York
$53.3M +$3.44M +86,765 +7%
VC
91
Vicus Capital
Pennsylvania
$52.6M +$753K +19,000 +2%
CPO
92
Cerity Partners OCIO
New York
$52.3M -$1.1M -27,795 -2%
US Bancorp
93
US Bancorp
Minnesota
$52.2M +$6.14M +154,970 +14%
WT
94
Whittier Trust
California
$51.7M +$5.23M +132,065 +12%
WAM
95
Wealthspire Advisors (Maryland)
Maryland
$51.6M +$2.61M +65,770 +6%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$51.6M +$10.7M +270,905 +28%
TFO
97
Tarbox Family Office
California
$51.5M -$437K -11,020 -0.9%
OAM
98
Oppenheimer Asset Management
New York
$51.3M +$222K +5,600 +0.5%
Bessemer Group
99
Bessemer Group
New Jersey
$51M +$1.3M +32,685 +3%
BPB
100
Badgley, Phelps & Bell
Washington
$50.9M +$1.28M +32,255 +3%

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.