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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
MWM
1201
Meridian Wealth Management
Kentucky
$369K +$2.97K +75 +0.8%
IC
1202
Innealta Capital
Texas
$369K +$136K +3,430 +62%
AIA
1203
Alera Investment Advisors
Illinois
$368K +$354K +8,940 New
MCM
1204
Maple Capital Management
Vermont
$367K -$13.9K -350 -4%
LNWWM
1205
Laird Norton Wetherby Wealth Management
California
$367K
PO
1206
Private Ocean
California
$367K +$9.31K +235 +3%
LSA
1207
Lion Street Advisors
Texas
$367K +$355K +8,970 New
AIC
1208
Archer Investment Corporation
Indiana
$365K -$38.6K -975 -10%
SWAG
1209
Spectrum Wealth Advisory Group
California
$364K -$14.7K -370 -4%
NP
1210
NorthRock Partners
Minnesota
$363K -$84K -2,120 -19%
MIM
1211
Macroview Investment Management
Maryland
$363K +$111K +2,800 +46%
CCP
1212
Corient Capital Partners
California
$362K -$1.19K -30 -0.3%
BO
1213
Bank OZK
Arkansas
$362K +$5.95K +150 +2%
SWA
1214
SFMG Wealth Advisors
Texas
$361K
GIA
1215
Guyasuta Investment Advisors
Pennsylvania
$360K -$2.97K -75 -0.8%
EFL
1216
ERn Financial LLC
Wisconsin
$360K +$141K +3,565 +69%
PFG
1217
PAX Financial Group
Texas
$359K +$340K +8,590 New
NWS
1218
Newport Wealth Strategies
California
$357K -$29.7K -750 -8%
CFG
1219
Cooper Financial Group
California
$357K +$6.34K +160 +2%
PIA
1220
Perennial Investment Advisors
California
$357K +$343K +8,660 New
NG
1221
NWK Group
California
$357K +$344K +8,670 New
NWP
1222
Northstar Wealth Partners
Connecticut
$356K -$10.3K -260 -3%
BBA
1223
BLB&B Advisors
Pennsylvania
$356K +$43.2K +1,090 +14%
MAM
1224
Meeder Asset Management
Ohio
$354K -$6.14K -155 -2%
FLI
1225
Family Legacy Inc
South Carolina
$354K +$7.73K +195 +2%

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.