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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
PAMG
1301
Patton Albertson Miller Group
Tennessee
$258K -$104K -2,630 -30%
MFW
1302
Mosaic Family Wealth
Missouri
$256K -$50.9K -1,285 -17%
GBBWRPM
1303
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$254K -$117K -2,945 -32%
NPP
1304
New Potomac Partners
Maryland
$253K +$5.95K +150 +3%
BMA
1305
Brooks Moore & Associates
Tennessee
$247K
Toronto Dominion Bank
1306
Toronto Dominion Bank
Ontario, Canada
$246K
CFA
1307
Capstone Financial Advisors
Illinois
$244K +$235K +5,930 New
BCM
1308
Buckhead Capital Management
Georgia
$243K
JC
1309
Jentner Corp
Ohio
$243K
TL
1310
TrueWealth LLC
Georgia
$243K
KFP
1311
KMG Fiduciary Partners
Ohio
$241K -$27.9K -705 -11%
SBL
1312
Sargent Bickham Lagudis
Colorado
$241K +$3.96K +100 +2%
PIA
1313
Pinion Investment Advisors
Kansas
$239K -$36.7K -925 -14%
AWM
1314
Aberdeen Wealth Management
Illinois
$239K +$230K +5,810 New
SMH
1315
Sanders Morris Harris
Texas
$239K +$250K +6,315 New
BSA
1316
Bull Street Advisors
Georgia
$236K
BCP
1317
Berkeley Capital Partners
Georgia
$236K +$227K +5,725 New
FGAM
1318
Financial Gravity Asset Management
Texas
$235K +$804K +20,295 +1,000%
HBT
1319
Hills Bank & Trust
Iowa
$233K
LSAG
1320
Lake Street Advisors Group
New Hampshire
$233K
KM
1321
Kalos Management
Georgia
$233K +$396 +10 +0.2%
PCM
1322
Princeton Capital Management
New Jersey
$232K
NAM
1323
North American Management
Massachusetts
$232K +$11.7K +295 +6%
LCP
1324
Legacy Capital Partners
Wisconsin
$231K +$223K +5,615 New
EWA
1325
ERTS Wealth Advisors
Michigan
$230K

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.