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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
CA
976
Claro Advisors
Massachusetts
$746K +$18.8K +475 +3%
TFS
977
TrustCore Financial Services
Tennessee
$738K -$5.15K -130 -0.7%
CL
978
CIM LLC
New York
$735K
MWM
979
Mission Wealth Management
California
$729K -$187K -4,715 -21%
S
980
SignatureFD
Georgia
$727K +$281K +7,080 +67%
TP
981
Tranquility Partners
Tennessee
$725K -$1.78K -45 -0.3%
Treasurer of the State of North Carolina
982
Treasurer of the State of North Carolina
North Carolina
$724K +$73.3K +1,850 +12%
TPW
983
TL Private Wealth
Texas
$721K +$694K +17,505 New
IWP
984
IAG Wealth Partners
Wisconsin
$719K +$692K +17,465 New
PWM
985
Paulson Wealth Management
Illinois
$712K -$96.3K -2,430 -12%
WCM
986
Wealthcare Capital Management
Virginia
$710K -$36.1K -910 -5%
NF
987
Nikulski Financial
Iowa
$709K +$47.6K +1,200 +7%
FG
988
Fiduciary Group
Georgia
$705K +$156K +3,925 +30%
PCS
989
Personal CFO Solutions
New Jersey
$703K +$79.9K +2,015 +13%
BTW
990
Boston Trust Walden
Massachusetts
$700K
WCWM
991
Wooster Corthell Wealth Management
Connecticut
$699K
SFG
992
Sather Financial Group
Texas
$699K +$674K +17,000 New
SWM
993
SeaCrest Wealth Management
New York
$694K -$594 -15 -0.1%
CCA
994
Cobblestone Capital Advisors
New York
$694K
VWM
995
Venturi Wealth Management
Texas
$693K -$78.1K -1,970 -10%
TCM
996
Tufton Capital Management
Maryland
$693K +$29.7K +750 +5%
SAM
997
S.A. Mason
Michigan
$693K +$667K +16,840 New
PWP
998
Principle Wealth Partners
Connecticut
$684K
OAM
999
Oak Asset Management
California
$684K +$991 +25 +0.2%
TIA
1000
Tiemann Investment Advisors
California
$683K +$20K +505 +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.