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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
CWM
1176
Concentric Wealth Management
California
$397K -$2.58K -65 -0.7%
BWM
1177
BCS Wealth Management
Tennessee
$393K +$378K +9,550 New
ZCA
1178
Zeke Capital Advisors
Pennsylvania
$391K -$22.2K -560 -6%
MCM
1179
Murphy Capital Management
New Jersey
$391K -$19.8K -500 -5%
CPC
1180
Congress Park Capital
New York
$390K +$375K +9,465 New
MCP
1181
Mirador Capital Partners
California
$389K
PAM
1182
Peak Asset Management
Colorado
$389K
MPI
1183
Mairs & Power Inc
Minnesota
$387K
SNB
1184
Security National Bank
Nebraska
$387K
AC
1185
Avestar Capital
New York
$387K +$5.15K +130 +1%
SIC
1186
Salem Investment Counselors
North Carolina
$387K +$87.8K +2,215 +31%
BCI
1187
Brinker Capital Investments
Pennsylvania
$386K -$76.9K -1,940 -17%
TH
1188
TCTC Holdings
Texas
$386K -$20.6K -520 -5%
WWM
1189
WJ Wealth Management
Arizona
$384K +$370K +9,340 New
SAM
1190
Summit Asset Management
Tennessee
$383K
CAG
1191
Csenge Advisory Group
Florida
$381K -$77.5K -1,955 -17%
BWM
1192
Baystate Wealth Management
Massachusetts
$378K +$396 +10 +0.1%
LDB
1193
Lee, Danner & Bass
Tennessee
$376K
IC
1194
InterOcean Capital
Illinois
$376K +$146K +3,690 +68%
DTC
1195
Davidson Trust Company
Washington
$376K +$362K +9,145 New
FANJ
1196
Financial Architects (New Jersey)
New Jersey
$375K
SAM
1197
Silvercrest Asset Management
New York
$374K +$78.9K +1,990 +28%
LIA
1198
LS Investment Advisors
Michigan
$372K +$13.9K +350 +4%
BCA
1199
Bay Colony Advisors
Massachusetts
$372K +$19K +480 +6%
BHWM
1200
Bay Harbor Wealth Management
Maryland
$370K +$46.6K +1,175 +15%

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.