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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
RM
1176
Resource Management
Louisiana
$213K +$5.38K +140 +3%
HA
1177
Harborview Advisors
Maine
$211K
IC
1178
InterOcean Capital
Illinois
$211K
KF
1179
Krilogy Financial
Missouri
$209K -$4.42K -115 -2%
NAM
1180
North American Management
Massachusetts
$207K
OBGC
1181
O'Brien Greene & Co
Pennsylvania
$206K -$6.92K -180 -3%
PLFAM
1182
Pineno Levin & Ford Asset Management
Virginia
$206K
SCM
1183
Schnieders Capital Management
California
$206K
AWMG
1184
Alliance Wealth Management Group
New Jersey
$206K +$203K +5,295 New
HFA
1185
Hoover Financial Advisors
Pennsylvania
$206K +$205K +5,340 New
BFG
1186
Barber Financial Group
Kansas
$205K -$21.9K -570 -10%
HCM
1187
Hall Capital Management
Rhode Island
$205K
PA
1188
Paracle Advisors
Washington
$204K -$2.31K -60 -1%
ODCM
1189
Old Dominion Capital Management
Virginia
$202K
AssetMark Inc
1190
AssetMark Inc
California
$202K +$15.4K +400 +8%
GC
1191
Garde Capital
Washington
$202K +$201K +5,220 New
SMFS
1192
Squar Milner Financial Services
California
$201K
EFL
1193
ERn Financial LLC
Wisconsin
$200K -$1.34K -35 -0.7%
AF
1194
Allworth Financial
California
$198K +$9.99K +260 +5%
TC
1195
Trust Company
Kansas
$196K -$46.9K -1,220 -19%
VCM
1196
Vigilant Capital Management
Maine
$191K +$113K +2,945 +147%
MM
1197
Main Management
California
$186K
FCA
1198
FinTrust Capital Advisors
South Carolina
$186K +$15K +390 +9%
HR
1199
Howe & Rusling
New York
$184K
PVH
1200
Psagot Value Holdings
Israel
$163K +$5K +130 +3%

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.