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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
SFA
1251
Stewardship Financial Advisors
Georgia
$43K
APC
1252
Aspire Private Capital
North Carolina
$42K -$13.1K -340 -24%
FPB
1253
First PREMIER Bank
South Dakota
$39K -$19.2K -500 -33%
WOC
1254
West Oak Capital
California
$39K
MRCM
1255
M&R Capital Management
New Jersey
$38K
WC
1256
Weil Company
California
$38K +$37.7K +980 New
KC
1257
Knuff & Co
California
$38K +$38.2K +995 New
CICI
1258
Capital Investment Counsel Inc
North Carolina
$36K
IBOK
1259
Independence Bank of Kentucky
Kentucky
$35K
VCM
1260
Versant Capital Management
Arizona
$32K
RMC
1261
Resources Management Corp
Connecticut
$31K +$30.4K +790 New
KWA
1262
KCS Wealth Advisory
California
$27.1K +$26.9K +700 New
GWA
1263
Guidant Wealth Advisors
Illinois
$24K
ADL
1264
Asset Dedication LLC
California
$22K -$42.3K -1,100 -65%
RFM
1265
Royal Fund Management
Florida
$22K
SIS
1266
Sound Income Strategies
Florida
$22K +$6.34K +165 +40%
LGWM
1267
Litman Gregory Wealth Management
California
$20K
NIC
1268
Northwest Investment Counselors
Oregon
$19K +$19K +495 New
CCMW
1269
Cypress Capital Management (Wyoming)
Wyoming
$18K +$17.5K +455 New
RE
1270
RBC Europe
United Kingdom
$17.6K
VNA
1271
Valley National Advisers
Pennsylvania
$17K +$17.1K +445 New
SAM
1272
Shamrock Asset Management
Texas
$16K +$6.72K +175 +74%
CI
1273
CX Institutional
Indiana
$15K -$506K -13,175 -97%
First Manhattan
1274
First Manhattan
New York
$15K
MSFP
1275
Mark Sheptoff Financial Planning
Connecticut
$15K

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.