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iShares Core S&P Mid-Cap ETF

1,301 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 78 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

39% more first-time investments, than exits

New positions opened: 78 | 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: 1,2891,301 (+12)

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 (-$56.1M)

Holders
1,301
Holders Change
+12
Holders Change %
+0.93%
% of All Funds
28.53%
Holding in Top 10
248
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.81%
% of All Funds
5.44%
New
78
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
MIC
1076
Meridian Investment Counsel
California
$325K
SWM
1077
Segment Wealth Management
Texas
$324K +$46.1K +1,200 +17%
UR
1078
USCA RIA
Texas
$323K +$2.31K +60 +0.7%
GC
1079
Grace Capital
Massachusetts
$322K -$859K -22,360 -71%
EHC
1080
Everett Harris & Co
California
$322K
HFA
1081
Huber Financial Advisors
Illinois
$318K +$84K +2,185 +36%
MIAS
1082
Mason Investment Advisory Services
Virginia
$316K
JPG
1083
Jordan Park Group
California
$315K
G
1084
Gainplan
Michigan
$314K -$24.8K -645 -7%
QCIG
1085
Quad-Cities Investment Group
Iowa
$312K +$125K +3,260 +69%
ATFA
1086
All Terrain Financial Advisors
Minnesota
$311K
WA
1087
Winfield Associates
Ohio
$310K +$19.2K +500 +7%
VAG
1088
VisionPoint Advisory Group
Texas
$309K -$203K -5,280 -39%
Fisher Asset Management
1089
Fisher Asset Management
Washington
$309K -$16.3K -425 -5%
SDWMA
1090
Schneider Downs Wealth Management Advisors
Pennsylvania
$304K -$334K -8,690 -53%
CAN
1091
Claraphi Advisory Network
United States
$304K +$4.23K +110 +1%
BHWM
1092
Bay Harbor Wealth Management
Maryland
$302K -$9.61K -250 -3%
LJAC
1093
L.J. Altfest & Co
New York
$302K
LAIC
1094
Lederer & Associates Investment Counsel
California
$301K
BIAS
1095
Beacon Investment Advisory Services
New Jersey
$301K +$44.2K +1,150 +17%
ECM
1096
Evergreen Capital Management
Washington
$299K
DSN
1097
D. Scott Neal
Kentucky
$297K
FIB
1098
First Interstate Bank
Montana
$296K -$312K -8,125 -52%
EA
1099
Elm Advisors
California
$294K
BBA
1100
BLB&B Advisors
Pennsylvania
$292K

IJH Hedge Fund Activity: Q3 2019 in Review

1,301 of the 4,560 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: 78 funds opened new IJH positions and 56 closed out — a net gain of 22 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.

  • 1,301 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.
  • 78 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2019 and 56 closed out, a net change of +22 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.