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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
Bessemer Group
101
Bessemer Group
New Jersey
$46.6M -$1.6M -41,690 -3%
BPB
102
Badgley, Phelps & Bell
Washington
$46.5M +$2.2M +57,190 +5%
WAM
103
Wealthspire Advisors (Maryland)
Maryland
$45.9M +$3.05M +79,385 +7%
LFS
104
Lutz Financial Services
Nebraska
$45.4M +$344K +8,950 +0.8%
MWM
105
Modera Wealth Management
New Jersey
$44.4M +$419K +10,910 +1%
WT
106
Whittier Trust
California
$43.4M +$3.46M +89,955 +9%
US Bancorp
107
US Bancorp
Minnesota
$43M +$5.13M +133,560 +14%
AA
108
ALPS Advisors
Colorado
$42.6M +$380K +9,875 +0.9%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$41M +$24M +623,235 +142%
HW
110
Hancock Whitney
Mississippi
$40.4M +$426K +11,080 +1%
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$39.8M +$4.24M +110,220 +12%
AWM
112
Altium Wealth Management
New York
$39.5M +$3.93M +102,145 +11%
EWM
113
Evermay Wealth Management
Virginia
$39.1M +$674K +17,530 +2%
MSA
114
Mason Street Advisors
Wisconsin
$38.7M +$23.1M +600,500 +149%
CWM
115
Connecticut Wealth Management
Connecticut
$38.6M +$2.01M +52,265 +6%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$38.1M -$463K -12,045 -1%
BTS
117
BB&T Securities
Virginia
$38M +$626K +16,300 +2%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$37.9M -$150K -3,900 -0.4%
DWM
119
Destination Wealth Management
California
$37.8M +$902K +23,460 +2%
CFG
120
Citizens Financial Group
Rhode Island
$37.6M +$423K +11,000 +1%
NAM
121
NorthCoast Asset Management
Connecticut
$37.4M +$117K +3,040 +0.3%
AQR Capital Management
122
AQR Capital Management
Connecticut
$37.3M +$921K +23,955 +3%
CAL
123
Capital Analysts LLC
Pennsylvania
$36.2M +$884K +22,995 +3%
CFG
124
CKW Financial Group
Hawaii
$36M -$343K -8,925 -0.9%
CAN
125
Cetera Advisor Networks
California
$35.7M +$519K +13,515 +1%

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.