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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
CCFCSB
101
Cape Cod Five Cents Savings Bank
Massachusetts
$50.9M +$402K +10,150 +0.8%
LFS
102
Lutz Financial Services
Nebraska
$50M +$1.58M +39,855 +3%
BP
103
Ballentine Partners
Massachusetts
$48.9M -$724K -18,260 -2%
MWM
104
Modera Wealth Management
New Jersey
$46.1M -$1.1M -27,710 -2%
AWM
105
Altium Wealth Management
New York
$45.8M +$3.61M +90,985 +9%
CCWA
106
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$44.8M +$2.26M +57,090 +6%
AA
107
ALPS Advisors
Colorado
$44.3M -$1.07M -26,875 -2%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$43.7M -$57.5K -1,450 -0.1%
CWM
109
Connecticut Wealth Management
Connecticut
$43.5M +$2.26M +56,945 +6%
Mariner
110
Mariner
Kansas
$43.1M +$5.3M +133,775 +15%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$42.7M +$38.4M +970,025 +1,448%
HW
112
Hancock Whitney
Mississippi
$42.1M -$923K -23,290 -2%
EWM
113
Evermay Wealth Management
Virginia
$41.8M +$206K +5,195 +0.5%
LFAS
114
Level Four Advisory Services
Texas
$41.7M +$1.24M +31,290 +23%
NAM
115
NorthCoast Asset Management
Connecticut
$41.7M +$1.79M +45,240 +5%
CFG
116
Citizens Financial Group
Rhode Island
$41.2M +$1.1M +27,835 +3%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$40.2M -$430K -10,855 -1%
DWM
118
Destination Wealth Management
California
$40.1M -$132K -3,320 -0.3%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$39.6M +$38.2M +963,040 New
CAL
120
Capital Analysts LLC
Pennsylvania
$39.3M +$636K +16,045 +2%
AQR Capital Management
121
AQR Capital Management
Connecticut
$39.2M -$447K -11,275 -1%
Citigroup
122
Citigroup
New York
$39.1M -$36.1M -911,725 -49%
CFG
123
CKW Financial Group
Hawaii
$38.7M -$395K -9,970 -1%
CWM
124
Cahaba Wealth Management
Georgia
$37.2M +$1.84M +46,520 +5%
Lazard Asset Management
125
Lazard Asset Management
New York
$37M -$411K -10,360 -1%

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.