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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
BAM
976
Berkshire Asset Management
Pennsylvania
$471K -$8.46K -220 -2%
ECM
977
EagleClaw Capital Management
Massachusetts
$471K
M
978
MOTCO
Texas
$470K +$3.27K +85 +0.7%
OCM
979
One Capital Management
California
$464K -$9.61K -250 -2%
JFG
980
JMG Financial Group
Illinois
$464K +$54K +1,405 +13%
ZF
981
Zhang Financial
Michigan
$462K -$30.4K -790 -6%
GA
982
Geller Advisors
New York
$458K +$455K +11,850 New
WMA
983
Wealth Management Associates
New Jersey
$456K +$4.8K +125 +1%
SB
984
Strategic Blueprint
Georgia
$454K +$3.65K +95 +0.8%
PCM
985
Pointe Capital Management
Michigan
$453K +$100K +2,615 +29%
SC
986
SouthState Corp
Florida
$449K -$3.07K -80 -0.7%
LA
987
LexAurum Advisors
Kansas
$447K +$21.1K +550 +5%
GPA
988
Garrison Point Advisors
California
$445K +$34.6K +900 +8%
SCM
989
Southport Capital Management
Tennessee
$444K +$79.4K +2,065 +22%
HS
990
Horan Securities
United States
$441K -$26.3K -685 -6%
PFO
991
Pathstone Family Office
New Jersey
$440K -$247K -6,440 -36%
CCA
992
Conservest Capital Advisors
Pennsylvania
$440K -$6.53K -170 -1%
RMC
993
Regis Management Company
California
$438K
BCI
994
Brinker Capital Investments
Pennsylvania
$437K -$1.31M -34,050 -75%
EFS
995
Essex Financial Services
Connecticut
$433K +$431K +11,215 New
CAG
996
Csenge Advisory Group
Florida
$433K +$431K +11,220 New
LPIC
997
LeJeune Puetz Investment Counsel
Michigan
$431K
LCM
998
LVM Capital Management
Michigan
$430K -$3.84K -100 -0.9%
ZIM
999
Zacks Investment Management
Illinois
$430K +$428K +11,125 New
I
1000
INVST
Indiana
$429K +$435K +11,320 New

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.