We are live on ! Find out more
IJH icon

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
SHA
1001
Seneca House Advisors
Virginia
$682K -$101K -2,550 -13%
CT
1002
Caldwell Trust
Florida
$681K +$655K +16,535 New
BAM
1003
Belpointe Asset Management
Nevada
$679K +$409K +10,315 +167%
BWAM
1004
Boyd Watterson Asset Management
Ohio
$677K +$4.56K +115 +0.7%
PG
1005
Prostatis Group
Maryland
$677K +$652K +16,440 New
DP
1006
Dearborn Partners
Illinois
$674K +$5.75K +145 +0.9%
TNBTD
1007
Trustmark National Bank Trust Department
Mississippi
$670K -$2.97K -75 -0.5%
PWMAG
1008
Pinnacle Wealth Management Advisory Group
New Jersey
$670K +$33.7K +850 +6%
SC
1009
Schoolcraft Capital
Colorado
$670K +$645K +16,270 New
TA
1010
TFG Advisers
Michigan
$669K +$49.1K +1,240 +8%
APP
1011
Avantax Planning Partners
Iowa
$667K -$6.54K -165 -1%
TW
1012
TrinityPoint Wealth
Connecticut
$666K
DSA
1013
Droms Strauss Advisors
Missouri
$664K +$79.7K +2,010 +14%
TFS
1014
Thoroughbred Financial Services
Tennessee
$658K +$79.5K +2,005 +14%
AFP
1015
Ausdal Financial Partners
Iowa
$656K -$19K -480 -3%
MCM
1016
Mitchell Capital Management
Kansas
$654K -$17.8K -450 -3%
FNC
1017
First National Corp
Massachusetts
$652K +$5.35K +135 +0.9%
CMP
1018
Courage Miller Partners
Virginia
$648K +$5.35K +135 +0.9%
FCB
1019
First Command Bank
Texas
$646K +$105K +2,655 +20%
FCFS
1020
First Command Financial Services
Texas
$646K +$105K +2,655 +20%
AWM
1021
Altavista Wealth Management
North Carolina
$643K +$117K +2,960 +23%
WIA
1022
World Investment Advisors
California
$642K +$391K +9,875 +173%
GJIC
1023
Gamble Jones Investment Counsel
California
$641K -$64K -1,615 -9%
TSWM
1024
Triangle Securities Wealth Management
North Carolina
$641K +$20K +505 +3%
LWANC
1025
Laurel Wealth Advisors (North Carolina)
North Carolina
$639K -$31.7K -800 -5%

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.