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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
CIA
1026
Choate Investment Advisors
Massachusetts
$638K
SC
1027
Scotia Capital
Ontario, Canada
$637K +$85K +2,145 +16%
DC
1028
Derby & Company
Massachusetts
$637K +$613K +15,470 New
EFS
1029
Essex Financial Services
Connecticut
$631K +$163K +4,110 +37%
NFG
1030
Nadler Financial Group
Illinois
$629K +$330K +8,335 +120%
JFG
1031
JMG Financial Group
Illinois
$620K +$121K +3,065 +26%
LWM
1032
Liberty Wealth Management
California
$620K +$220K +5,555 +58%
CG
1033
Caprock Group
Idaho
$615K -$36.9K -930 -6%
RWA
1034
Ropes Wealth Advisors
Massachusetts
$607K -$9.91K -250 -2%
GWS
1035
Glassman Wealth Services
Virginia
$607K
SFG
1036
SevenBridge Financial Group
Pennsylvania
$607K +$89.8K +2,265 +18%
AL
1037
Aspiriant LLC
California
$605K -$580K -14,630 -50%
BI
1038
Ballast Inc
Kentucky
$601K -$594 -15 -0.1%
BCP
1039
Blue Chip Partners
Michigan
$599K +$331K +8,355 +135%
SIS
1040
SVB Investment Services
Utah
$599K +$576K +14,545 New
FFN
1041
Focus Financial Network
Minnesota
$597K +$15.1K +380 +3%
CAM
1042
Congress Asset Management
Massachusetts
$593K -$118K -2,980 -17%
ACP
1043
Aveo Capital Partners
Colorado
$592K -$41.6K -1,050 -7%
GMA
1044
Goldstein Munger & Associates
California
$590K
GG
1045
GenWealth Group
New Jersey
$588K -$40.4K -1,020 -7%
JIC
1046
Joel Isaacson & Co
New York
$588K +$16.2K +410 +3%
PSF
1047
Pacific Sun Financial
California
$587K
SC
1048
Scholtz & Company
Connecticut
$585K
FA
1049
FMA Advisory
Pennsylvania
$574K +$1.98K +50 +0.4%
BS
1050
Boenning & Scattergood
Pennsylvania
$571K -$65.4K -1,650 -11%

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.