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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
FIB
1251
First Interstate Bank
Montana
$315K
KCPG
1252
Kavar Capital Partners Group
Kansas
$311K
IIA
1253
IPG Investment Advisors
California
$308K +$66.4K +1,675 +29%
WCG
1254
Weaver Consulting Group
California
$308K -$13.9K -350 -4%
SIM
1255
Sadoff Investment Management
Wisconsin
$307K +$296K +7,460 New
WIA
1256
Wealthstreet Investment Advisors
Texas
$305K
MWM
1257
McNaughton Wealth Management
California
$304K +$293K +7,385 New
FBC
1258
Fairfield, Bush & Co
Connecticut
$303K
EWM
1259
Empirical Wealth Management
Washington
$303K +$6.14K +155 +2%
AIM
1260
Axiom Investment Management
New York
$302K -$9.51K -240 -3%
MG
1261
Mather Group
Illinois
$301K +$33.3K +840 +13%
AFC
1262
Adaptive Financial Consulting
Ohio
$301K +$290K +7,320 New
RCM
1263
Radnor Capital Management
Pennsylvania
$300K
SL
1264
Savior LLC
Massachusetts
$300K +$289K +7,300 New
AWA
1265
ARS Wealth Advisors
Florida
$298K +$287K +7,245 New
JPMIA
1266
J.P. Marvel Investment Advisors
Massachusetts
$296K
VCAM
1267
Van Cleef Asset Management
Ohio
$295K
NFG
1268
NewFocus Financial Group
Washington
$295K +$17.4K +440 +7%
WPP
1269
Whalerock Point Partners
Rhode Island
$294K
GEA
1270
Glen Eagle Advisors
New Jersey
$293K +$15.7K +395 +6%
CCFM
1271
Clear Creek Financial Management
Washington
$293K -$305K -7,685 -52%
GC
1272
Gibson Capital
Pennsylvania
$292K
CCM
1273
Covington Capital Management
California
$291K
ACM
1274
Advisors Capital Management
New Jersey
$286K +$276K +6,955 New
CBA
1275
Coastal Bridge Advisors
Connecticut
$285K

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.