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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
MIM
1151
Macroview Investment Management
Maryland
$233K -$15.9K -415 -6%
BMA
1152
Brooks Moore & Associates
Tennessee
$232K
NPP
1153
New Potomac Partners
Maryland
$231K +$10.6K +275 +5%
Toronto Dominion Bank
1154
Toronto Dominion Bank
Ontario, Canada
$231K +$230K +5,990 New
BCM
1155
Buckhead Capital Management
Georgia
$228K
JC
1156
Jentner Corp
Ohio
$228K
TL
1157
TrueWealth LLC
Georgia
$228K +$227K +5,900 New
CS
1158
Credit Suisse
Switzerland
$226K -$189K -4,920 -46%
BCA
1159
Bray Capital Advisors
Florida
$226K
IIA
1160
IPG Investment Advisors
California
$225K -$71.1K -1,850 -24%
FB
1161
Fulton Bank
Pennsylvania
$224K +$223K +5,805 New
SBL
1162
Sargent Bickham Lagudis
Colorado
$222K -$18.4K -480 -8%
BSA
1163
Bull Street Advisors
Georgia
$222K +$221K +5,745 New
VBFG
1164
Vishria Bird Financial Group
Tennessee
$221K
WIA
1165
World Investment Advisors
California
$221K +$220K +5,720 New
HBT
1166
Hills Bank & Trust
Iowa
$219K
PCM
1167
Princeton Capital Management
New Jersey
$219K
RCG
1168
Ruggie Capital Group
Florida
$219K +$218K +5,670 New
CPSAC
1169
Chas P. Smith & Associates (CPS)
Florida
$218K -$2.98M -77,605 -93%
KM
1170
Kalos Management
Georgia
$218K -$4.23K -110 -2%
LSAG
1171
Lake Street Advisors Group
New Hampshire
$218K
DI
1172
DFPG Investments
Utah
$217K -$231K -6,020 -51%
EWA
1173
ERTS Wealth Advisors
Michigan
$216K -$9.8K -255 -4%
NCM
1174
Northwest Capital Management
Oregon
$215K
IC
1175
Innealta Capital
Texas
$214K +$213K +5,540 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.