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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
FWM
1226
Focused Wealth Management
New York
$84K -$8.84K -230 -10%
HDIM
1227
Hanson & Doremus Investment Management
Vermont
$84K +$10.2K +265 +14%
RBC
1228
Roble Belko & Company
Pennsylvania
$81K
WEC
1229
Winslow Evans & Crocker
Massachusetts
$80K
FGAM
1230
Financial Gravity Asset Management
Texas
$78K
MCM
1231
McMillion Capital Management
North Carolina
$78K
GFPC
1232
Global Financial Private Capital
Florida
$77K -$118K -3,075 -61%
CMBA
1233
C.M. Bidwell & Associates
Hawaii
$75K
HWM
1234
Holloway Wealth Management
Florida
$75K
NCM
1235
New Capital Management
Texas
$74K
ATC
1236
Adirondack Trust Company
New York
$74K +$73.6K +1,915 New
LB
1237
Legacy Bridge
Iowa
$72K
AWM
1238
AllSquare Wealth Management
New York
$70K
HIIFS
1239
Harel Insurance Investments & Financial Services
Israel
$67K
JHCP
1240
Jackson Hole Capital Partners
Oklahoma
$59K
PAI
1241
Pittenger & Anderson Inc
Nebraska
$56K
EI
1242
Ellevest Inc
New York
$55K
BRC
1243
Bell Rock Capital
Delaware
$54K -$2.88K -75 -5%
NSB
1244
Norway Savings Bank
Maine
$49K
DAM
1245
Delta Asset Management
Tennessee
$48K
SFSG
1246
Stearns Financial Services Group
North Carolina
$46K
CG
1247
Cutler Group
California
$46K +$45.9K +1,195 New
EAM
1248
Eukles Asset Management
Ohio
$44K
WWM
1249
Willingdon Wealth Management
North Carolina
$44K +$30.7K +800 +229%
SWP
1250
Strategic Wealth Partners
Ohio
$43.5K -$25K -650 -20%

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.