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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
GBBWRPM
1051
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$353K +$350K +9,120 New
FANJ
1052
Financial Architects (New Jersey)
New Jersey
$352K -$1.08M -28,200 -76%
EWA
1053
Evolution Wealth Advisors
Florida
$349K +$347K +9,030 New
CYG
1054
Clean Yield Group
Vermont
$348K
LNWWM
1055
Laird Norton Wetherby Wealth Management
California
$345K
NWP
1056
Northstar Wealth Partners
Connecticut
$345K +$28.4K +740 +9%
PAMG
1057
Patton Albertson Miller Group
Tennessee
$344K -$160K -4,170 -32%
MWM
1058
Meridian Wealth Management
Kentucky
$344K
CCP
1059
Corient Capital Partners
California
$341K -$80.3K -2,090 -19%
GIA
1060
Guyasuta Investment Advisors
Pennsylvania
$341K
SWA
1061
SFMG Wealth Advisors
Texas
$339K -$2.11K -55 -0.6%
MAM
1062
Meeder Asset Management
Ohio
$339K +$48K +1,250 +17%
FLI
1063
Family Legacy Inc
South Carolina
$337K +$17.7K +460 +6%
LIA
1064
LS Investment Advisors
Michigan
$336K
PO
1065
Private Ocean
California
$335K +$20.4K +530 +7%
BO
1066
Bank OZK
Arkansas
$334K -$9.61K -250 -3%
TSS
1067
Two Sigma Securities
New York
$333K +$331K +8,610 New
CWM
1068
Confluence Wealth Management
Oregon
$331K -$2.31K -60 -0.7%
WCG
1069
Weaver Consulting Group
California
$331K
SYBT
1070
Stock Yards Bank & Trust
Kentucky
$331K +$6.92K +180 +2%
AIM
1071
Advantage Investment Management
Iowa
$329K -$134K -3,475 -29%
CFG
1072
Cooper Financial Group
California
$329K +$384 +10 +0.1%
ESB
1073
Essex Savings Bank
Connecticut
$329K +$1.34K +35 +0.4%
NCM
1074
Noesis Capital Mangement
Florida
$328K
BCA
1075
Bay Colony Advisors
Massachusetts
$327K +$192 +5 +0.1%

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.