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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
SIM
1201
Sonora Investment Management
Arizona
$153K
RCM
1202
Rain Capital Management
Oregon
$146K +$146K +3,790 New
DAC
1203
Dividend Assets Capital
South Carolina
$145K
CLOS
1204
Compagnie Lombard Odier SCmA
Switzerland
$143K
RWG
1205
Regal Wealth Group
California
$142K -$11.9K -310 -8%
JCM
1206
Jacobi Capital Management
Pennsylvania
$141K +$6.92K +180 +5%
UB
1207
UMB Bank
Missouri
$134K -$2.2M -57,350 -2%
JWM
1208
Janiczek Wealth Management
Colorado
$131K +$4.61K +120 +4%
MAU
1209
MRA Associates USA
Arizona
$126K
DCM
1210
Disciplina Capital Management
Tennessee
$118K
AIM
1211
Anchor Investment Management
South Carolina
$113K
CB
1212
CNB Bank
Pennsylvania
$111K +$49.8K +1,295 +81%
DP
1213
Denver PWM
Colorado
$110K +$110K +2,850 New
PWMG
1214
Prestige Wealth Management Group
New Jersey
$107K
SRC
1215
Shufro Rose & Co
New York
$107K +$106K +2,760 New
ClearBridge Investments
1216
ClearBridge Investments
New York
$106K +$55.7K +1,450 +112%
APW
1217
Acima Private Wealth
Virginia
$106K +$106K +2,750 New
FRA
1218
Front Row Advisors
California
$103K -$15.6K -405 -13%
TCM
1219
TD Capital Management
Tennessee
$103K +$576 +15 +0.6%
TW
1220
Towerpoint Wealth
California
$103K +$102K +2,660 New
GI
1221
Gradient Investments
Minnesota
$102K -$63K -1,640 -38%
Barclays
1222
Barclays
United Kingdom
$102K -$2.69K -70 -3%
GIP
1223
Granite Investment Partners
California
$95K
RP
1224
Rice Partnership
Hawaii
$93K
FA
1225
Financial Advantage
Maryland
$85K

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.