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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
PCA
1126
Peddock Capital Advisors
Massachusetts
$266K +$11.1K +290 +4%
HFS
1127
Haverford Financial Services
Pennsylvania
$264K
ZB
1128
Zions Bancorporation
Utah
$263K -$244K -6,345 -48%
T. Rowe Price Associates
1129
T. Rowe Price Associates
Maryland
$262K
GEA
1130
Glen Eagle Advisors
New Jersey
$260K +$384 +10 +0.1%
PIA
1131
Pinion Investment Advisors
Kansas
$260K -$302K -7,870 -54%
NFG
1132
NewFocus Financial Group
Washington
$260K +$11.1K +290 +5%
CCB
1133
Cutter & Co Brokerage
Missouri
$259K
CDIA
1134
Capital Directions Investment Advisors
Georgia
$257K
FAT
1135
First American Trust
California
$255K
KFP
1136
KMG Fiduciary Partners
Ohio
$254K
PWP
1137
Private Wealth Partners
California
$253K -$2.69K -70 -1%
VAS
1138
Vestmark Advisory Solutions
Massachusetts
$251K -$198K -5,140 -44%
COI
1139
Capital One Investing
Virginia
$250K -$42.3K -1,100 -14%
AWM
1140
Affinity Wealth Management
Delaware
$250K
RW
1141
REDW Wealth
New Mexico
$250K
RI
1142
Ridgewood Investments
New Jersey
$250K +$192 +5 +0.1%
MG
1143
Mather Group
Illinois
$250K +$49.8K +1,295 +25%
CIS
1144
Connors Investor Services
Pennsylvania
$245K +$244K +6,340 New
SL
1145
Salomon & Ludwin
Virginia
$244K
IWA
1146
Intercontinental Wealth Advisors
Texas
$242K -$38.4K -1,000 -14%
HIM
1147
Hanlon Investment Management
New Jersey
$240K -$336K -8,745 -58%
BCP
1148
Blue Chip Partners
Michigan
$240K +$961 +25 +0.4%
BAM
1149
Belpointe Asset Management
Nevada
$239K -$86.1K -2,240 -27%
MTC
1150
McDaniel Terry & Co
Texas
$235K +$233K +6,075 New

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.