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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
AF
1226
Allworth Financial
California
$354K +$138K +3,490 +68%
CWM
1227
Confluence Wealth Management
Oregon
$352K
ESB
1228
Essex Savings Bank
Connecticut
$351K
NCM
1229
Noesis Capital Mangement
Florida
$349K
ACA
1230
Affinity Capital Advisors
California
$347K +$334K +8,430 New
SYBT
1231
Stock Yards Bank & Trust
Kentucky
$346K -$7.13K -180 -2%
MIC
1232
Meridian Investment Counsel
California
$346K
SWM
1233
Segment Wealth Management
Texas
$345K
EWM
1234
Executive Wealth Management
Michigan
$338K -$1.66M -41,990 -84%
CCA
1235
Column Capital Advisors
Indiana
$338K +$326K +8,235 New
JPG
1236
Jordan Park Group
California
$335K
BIAS
1237
Beacon Investment Advisory Services
New Jersey
$335K +$13.9K +350 +4%
KFI
1238
Key Financial Inc
Pennsylvania
$334K +$321K +8,110 New
EHC
1239
Everett Harris & Co
California
$332K -$9.91K -250 -3%
ATFA
1240
All Terrain Financial Advisors
Minnesota
$332K
VWA
1241
Visionary Wealth Advisors
Illinois
$330K +$318K +8,030 New
RM
1242
Resource Management
Louisiana
$328K +$97.1K +2,450 +44%
MIAS
1243
Mason Investment Advisory Services
Virginia
$327K -$9.51K -240 -3%
PWPS
1244
Pinnacle Wealth Planning Services
Ohio
$325K +$313K +7,905 New
LJAC
1245
L.J. Altfest & Co
New York
$323K +$793 +20 +0.3%
SDWMA
1246
Schneider Downs Wealth Management Advisors
Pennsylvania
$321K -$2.18K -55 -0.7%
LAIC
1247
Lederer & Associates Investment Counsel
California
$319K -$1.98K -50 -0.6%
ECM
1248
Evergreen Capital Management
Washington
$319K
DSN
1249
D. Scott Neal
Kentucky
$317K
Jane Street
1250
Jane Street
New York
$315K -$2.43M -61,435 -89%

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.