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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
TSS
1051
Two Sigma Securities
New York
$569K +$207K +5,215 +61%
APW
1052
Austin Private Wealth
Texas
$568K +$547K +13,805 New
Simplex Trading
1053
Simplex Trading
Illinois
$567K -$951K -24,000 -64%
SBWM
1054
Sunflower Bank Wealth Management
Arizona
$566K -$8.92K -225 -2%
DWM
1055
Doyle Wealth Management
Florida
$566K +$2.18K +55 +0.4%
MCM
1056
McRae Capital Management
New Jersey
$565K +$29.9K +755 +6%
DBT
1057
Dubuque Bank & Trust
Iowa
$563K -$222K -5,600 -29%
MCM
1058
Maryland Capital Management
Maryland
$563K +$9.91K +250 +2%
NFC
1059
Northeast Financial Consultants
Connecticut
$562K +$198 +5 +0%
OIA
1060
Optimum Investment Advisors
Illinois
$562K +$793 +20 +0.1%
PP
1061
Patten & Patten
Tennessee
$559K +$238K +6,010 +79%
FWSM
1062
First Wilshire Securities Management
California
$556K -$79.3K -2,000 -13%
HWM
1063
Howard Wealth Management
Connecticut
$556K +$535K +13,510 New
ACI
1064
Alpha Cubed Investments
California
$554K +$2.18K +55 +0.4%
DW
1065
Domani Wealth
Pennsylvania
$553K +$8.72K +220 +2%
BAM
1066
Berkshire Asset Management
Pennsylvania
$553K +$49.7K +1,255 +10%
AWM
1067
Apollon Wealth Management
South Carolina
$552K -$8.52K -215 -2%
CANC
1068
Culbertson A N & Co
Virginia
$551K +$6.93K +175 +1%
AIA
1069
Armor Investment Advisors
North Carolina
$550K
CBU
1070
CIBC Bank USA
Illinois
$549K -$4.56K -115 -0.9%
HBWM
1071
Hollow Brook Wealth Management
New York
$549K
AF
1072
Alerus Financial
North Dakota
$547K
GCA
1073
Greenwood Capital Associates
South Carolina
$545K
CMO
1074
Covenant Multifamily Offices
Texas
$545K +$13.5K +340 +3%
PCM
1075
Pointe Capital Management
Michigan
$543K +$57.9K +1,460 +12%

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.