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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
KCPG
1101
Kavar Capital Partners Group
Kansas
$292K
PP
1102
Patten & Patten
Tennessee
$292K
WIA
1103
Wealthstreet Investment Advisors
Texas
$292K
AIM
1104
Axiom Investment Management
New York
$290K -$20.9K -545 -7%
MFW
1105
Mosaic Family Wealth
Missouri
$290K +$384 +10 +0.1%
TSW
1106
Thompson Siegel & Walmsley
Virginia
$285K
PD
1107
Planning Directions
Pennsylvania
$285K +$1.15K +30 +0.4%
FBC
1108
Fairfield, Bush & Co
Connecticut
$284K
BOS
1109
Bingham Osborn & Scarborough
California
$283K +$281K +7,310 New
RCM
1110
Radnor Capital Management
Pennsylvania
$282K
GCA
1111
Gradient Capital Advisors
California
$278K
EWM
1112
Empirical Wealth Management
Washington
$278K +$11.5K +300 +4%
VCAM
1113
Van Cleef Asset Management
Ohio
$277K -$43.8K -1,140 -14%
GLA
1114
Great Lakes Advisors
Illinois
$277K -$9.61K -250 -3%
SIC
1115
Salem Investment Counselors
North Carolina
$277K +$1.34K +35 +0.5%
JPMIA
1116
J.P. Marvel Investment Advisors
Massachusetts
$277K +$276K +7,180 New
WPP
1117
Whalerock Point Partners
Rhode Island
$276K
TI
1118
Trexquant Investment
Connecticut
$275K +$274K +7,120 New
GC
1119
Gibson Capital
Pennsylvania
$274K
SAM
1120
Silvercrest Asset Management
New York
$274K
CCM
1121
Covington Capital Management
California
$273K
HWA
1122
HHM Wealth Advisors
Tennessee
$269K -$1.92K -50 -0.7%
NFG
1123
Nadler Financial Group
Illinois
$269K +$267K +6,955 New
CBA
1124
Coastal Bridge Advisors
Connecticut
$268K
FTUS
1125
Flow Traders U.S.
New York
$266K -$2.71M -70,520 -91%

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.