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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
AP
1276
Atwood & Palmer
Missouri
$14K
FCMT
1277
Founders Capital Management (Texas)
Texas
$14K
TCM
1278
Tradewinds Capital Management
Washington
$14K
LFG
1279
Larson Financial Group
Missouri
$14K +$192 +5 +1%
SCA
1280
Stonebridge Capital Advisors
Minnesota
$14K +$3.07K +80 +30%
GWAG
1281
Garrett Wealth Advisory Group
Texas
$11.8K +$11.7K +305 New
AAP
1282
Arax Advisory Partners
Colorado
$11K -$19.2K -500 -65%
CA
1283
Centerpoint Advisors
Massachusetts
$11K +$3.46K +90 +45%
GT
1284
Glenmede Trust
Pennsylvania
$10.5K +$688K +17,890 +7%
ME
1285
McIlrath & Eck
Washington
$9K
RFA
1286
Reilly Financial Advisors
California
$8K -$79.2K -2,060 -91%
BC
1287
Barnett & Company
Tennessee
$8K
FMP
1288
Financial Management Professionals
Texas
$8K +$2.31K +60 +40%
BL
1289
Balentine LLC
Georgia
$8K +$7.49K +195 New
TWA
1290
TCI Wealth Advisors
Arizona
$7K -$961 -25 -13%
EWM
1291
Edge Wealth Management
New York
$7K
SMG
1292
Spectrum Management Group
Indiana
$7K +$6.53K +170 New
PK
1293
Pflug Koory
Nebraska
$6K
AIM
1294
Arcadia Investment Management
Michigan
$4K
FPS
1295
Fieldpoint Private Securities
Connecticut
$4K
CFN
1296
Cordasco Financial Network
Florida
$3K
LWA
1297
Lowe Wealth Advisors
Maryland
$3K
LWM
1298
Lenox Wealth Management
Ohio
$3K +$769 +20 +31%
SWA
1299
Sutton Wealth Advisors
Florida
$2.13K
CCM
1300
Cribstone Capital Management
Maine
$1K

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.