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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
SCA
1101
Sage Capital Advisors
South Dakota
$512K +$4.16K +105 +0.9%
EWA
1102
Evolution Wealth Advisors
Florida
$512K +$135K +3,400 +38%
DACG
1103
Donor Advised Charitable Giving
California
$510K -$57.5K -1,450 -10%
QCIG
1104
Quad-Cities Investment Group
Iowa
$507K +$175K +4,405 +55%
SAM
1105
SP Asset Management
California
$504K -$4.56K -115 -0.9%
CT
1106
Columbia Trust
Oregon
$502K +$484K +12,210 New
ECM
1107
EagleClaw Capital Management
Massachusetts
$501K
CPIA
1108
Cornell Pochily Investment Advisors
New York
$501K +$193K +4,870 New
QWM
1109
QP Wealth Management
New Jersey
$501K +$485K +12,240 New
GPA
1110
Garrison Point Advisors
California
$498K +$23.2K +585 +5%
ZF
1111
Zhang Financial
Michigan
$492K
SBSB
1112
Sullivan, Bruyette, Speros & Blaney
Virginia
$491K -$46.6K -1,175 -9%
HCIA
1113
Hochman Cole Investment Advisors
Illinois
$488K -$26.4K -665 -5%
GA
1114
Geller Advisors
New York
$488K
MAM
1115
Marquette Asset Management
Minnesota
$487K -$53.1K -1,340 -10%
FCFC
1116
First Citizens Financial Corp
Iowa
$484K +$466K +11,750 New
MWM
1117
Minot Wealth Management
Massachusetts
$483K +$460K +11,615 New
PFBT
1118
Parkside Financial Bank & Trust
Missouri
$482K +$25.6K +645 +6%
SC
1119
SouthState Corp
Florida
$478K
AFG
1120
Affinia Financial Group
Massachusetts
$477K +$762K +19,220 New
OCM
1121
One Capital Management
California
$474K -$19.8K -500 -4%
LA
1122
LexAurum Advisors
Kansas
$473K -$2.97K -75 -0.6%
HCM
1123
Hollencrest Capital Management
California
$473K +$51.9K +1,310 +13%
CCA
1124
Conservest Capital Advisors
Pennsylvania
$471K +$2.18K +55 +0.5%
ASW
1125
Astoria Strategic Wealth
Texas
$471K +$455K +11,480 New

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.