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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
PFBT
1001
Parkside Financial Bank & Trust
Missouri
$428K -$2.88K -75 -0.7%
EFSCE
1002
Enterprise Financial Services Corp (EFSC)
Missouri
$426K -$8.07K -210 -2%
KBC Group
1003
KBC Group
Belgium
$425K +$1.73K +45 +0.4%
LA
1004
Legacy Advisors
Pennsylvania
$423K +$76.9K +2,000 +22%
NP
1005
NorthRock Partners
Minnesota
$423K +$420K +10,940 New
AP
1006
Arlington Partners
Alabama
$414K
WT
1007
Washington Trust
Rhode Island
$413K -$3.84K -100 -0.9%
BFEC
1008
Benjamin F. Edwards & Company
Missouri
$412K -$42.3K -1,100 -9%
S
1009
SignatureFD
Georgia
$409K +$128K +3,320 +46%
BCM
1010
Breiter Capital Management
Florida
$407K
B
1011
Bridgeworth
Alabama
$406K -$153K -3,975 -27%
BFA
1012
Bragg Financial Advisors
North Carolina
$405K
IAS
1013
IMA Advisory Services
Colorado
$404K
ANBT
1014
American National Bank & Trust
Texas
$403K -$27.7K -720 -6%
SFG
1015
SNS Financial Group
Minnesota
$403K
GKWIM
1016
Gerber Kawasaki Wealth & Investment Management
California
$398K +$33.6K +875 +9%
KP
1017
Keel Point
Alabama
$397K -$84.5K -2,200 -18%
TB
1018
Terril Brothers
Missouri
$397K
CGL
1019
Clarius Group LLC
Washington
$396K -$10.4K -270 -3%
HCM
1020
Hollencrest Capital Management
California
$394K -$132K -3,435 -25%
TTWM
1021
TCV Trust & Wealth Management
Virginia
$391K +$14K +365 +4%
ZCA
1022
Zeke Capital Advisors
Pennsylvania
$389K +$137K +3,555 +55%
DCM
1023
Dimension Capital Management
Florida
$388K
WC
1024
Whitnell & Co
Illinois
$387K -$24.4K -635 -6%
MCM
1025
Murphy Capital Management
New Jersey
$386K

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.