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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
RC
1151
Rovin Capital
Arizona
$429K +$413K +10,425 New
WLPWM
1152
Walled Lake Planning & Wealth Management
Illinois
$428K +$413K +10,410 New
GKWIM
1153
Gerber Kawasaki Wealth & Investment Management
California
$426K +$1.39K +35 +0.3%
CYG
1154
Clean Yield Group
Vermont
$426K +$53.5K +1,350 +15%
CGL
1155
Clarius Group LLC
Washington
$425K
MWM
1156
Maltin Wealth Management
New Jersey
$425K +$410K +10,335 New
KP
1157
Keel Point
Alabama
$424K +$1.39K +35 +0.3%
TB
1158
Terril Brothers
Missouri
$422K
MW
1159
Marcum Wealth
Ohio
$422K +$406K +10,240 New
BSAM
1160
Blue Sky Asset Management
Colorado
$422K +$406K +10,245 New
TFGT
1161
TS Financial Group (TSFG)
Illinois
$419K +$25.2K +635 +7%
TTWM
1162
TCV Trust & Wealth Management
Virginia
$416K
CCT
1163
Capital City Trust
Florida
$415K +$399K +10,075 New
JLBC
1164
J.L. Bainbridge & Co
Florida
$415K +$400K +10,085 New
BFA
1165
Bluestem Financial Advisors
Illinois
$414K +$398K +10,050 New
DCM
1166
Dimension Capital Management
Florida
$413K
WC
1167
Whitnell & Co
Illinois
$412K
FI
1168
Financial Insights
Washington
$409K +$2.77K +70 +0.7%
BAM
1169
Barrett Asset Management
New York
$408K
BB
1170
Bell Bank
North Dakota
$405K +$390K +9,830 New
PG
1171
Proffitt & Goodson
Tennessee
$404K
CA
1172
CapWealth Advisors
Tennessee
$402K
BWP
1173
Baldwin Wealth Partners
Massachusetts
$400K +$7.93K +200 +2%
B
1174
Bridgeworth
Alabama
$398K -$32.9K -830 -8%
UR
1175
USCA RIA
Texas
$398K +$52.5K +1,325 +16%

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.