We are live on ! Find out more
IJH icon

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
1026
Barrett Asset Management
New York
$383K -$3.84K -100 -1%
FI
1027
Financial Insights
Washington
$382K
TH
1028
TCTC Holdings
Texas
$382K +$1.73K +45 +0.5%
AIC
1029
Archer Investment Corporation
Indiana
$380K +$1.54K +40 +0.4%
PG
1030
Proffitt & Goodson
Tennessee
$380K +$145K +3,775 +62%
CA
1031
CapWealth Advisors
Tennessee
$377K -$18.3K -475 -5%
CWM
1032
Concentric Wealth Management
California
$375K
TFGT
1033
TS Financial Group (TSFG)
Illinois
$369K -$30.4K -790 -8%
BWP
1034
Baldwin Wealth Partners
Massachusetts
$368K -$27.5K -715 -7%
LWM
1035
Liberty Wealth Management
California
$367K -$5.19K -135 -1%
SHWM
1036
Smith & Howard Wealth Management
Georgia
$367K +$365K +9,500 New
PAM
1037
Peak Asset Management
Colorado
$366K
NWS
1038
Newport Wealth Strategies
California
$366K +$1.92K +50 +0.5%
MCP
1039
Mirador Capital Partners
California
$365K
FHC
1040
First Heartland Consultants
Missouri
$365K +$160K +4,170 +79%
MPI
1041
Mairs & Power Inc
Minnesota
$363K -$43.2K -1,125 -11%
SNB
1042
Security National Bank
Nebraska
$363K +$14.6K +380 +4%
SAM
1043
Summit Asset Management
Tennessee
$360K
AC
1044
Avestar Capital
New York
$359K +$57.6K +1,500 +19%
TCOO
1045
Trust Company of Oklahoma
Oklahoma
$358K +$2.88K +75 +0.8%
MCM
1046
Maple Capital Management
Vermont
$358K -$14.4K -375 -4%
SWAG
1047
Spectrum Wealth Advisory Group
California
$356K -$4.23K -110 -1%
BWM
1048
Baystate Wealth Management
Massachusetts
$354K +$384 +10 +0.1%
LDB
1049
Lee, Danner & Bass
Tennessee
$353K
WPC
1050
Waters Parkerson & Co
Louisiana
$353K +$29.8K +775 +9%

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.