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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
WP
1326
WMS Partners
Maryland
-$296K -7,615 Closed
IFWM
1327
Institute for Wealth Management
Colorado
-$288K -7,420 Closed
AFM
1328
Andesa Financial Management
Pennsylvania
-$278K -7,140 Closed
JA
1329
JOYN Advisors
Georgia
-$260K -6,990 Closed
JCM
1330
Janney Capital Management
Pennsylvania
-$264K -6,790 Closed
ANTB
1331
AMG National Trust Bank
Colorado
-$256K -6,585 Closed
PWM
1332
Perigon Wealth Management
California
-$254K -6,550 Closed
SG Americas Securities
1333
SG Americas Securities
New York
-$239K -6,150 Closed
SBIA
1334
Sheaff Brock Investment Advisors
Indiana
-$232K -5,970 Closed
SMH
1335
Sanders Morris Harris
Texas
-$230K -5,920 Closed
JIC
1336
JRM Investment Counsel
Nebraska
-$222K -5,705 Closed
CA
1337
Cornerstone Advisory
Maryland
-$219K -5,625 Closed
Wealthfront Advisers
1338
Wealthfront Advisers
California
-$217K -5,585 Closed
CPIA
1339
Cornell Pochily Investment Advisors
New York
-$213K -5,490 Closed
CCM
1340
Carlson Capital Management
Minnesota
-$210K -5,395 Closed
WCWM
1341
Willow Creek Wealth Management
California
-$208K -5,340 Closed
DIA
1342
Dana Investment Advisors
Wisconsin
-$206K -5,300 Closed
AIP
1343
Almanack Investment Partners
Pennsylvania
-$202K -5,205 Closed
BBA
1344
Braun-Bostich & Associates
Pennsylvania
-$123K -3,165 Closed
FMB
1345
Field & Main Bank
Kentucky
-$97K -2,500 Closed
IWA
1346
IBEX Wealth Advisors
New Jersey
-$86K -2,215 Closed
GAM
1347
Griffin Asset Management
New York
-$63K -1,630 Closed
RWA
1348
Redhawk Wealth Advisors
Minnesota
-$58K -1,500 Closed
CWA
1349
Clarus Wealth Advisors
Arizona
-$56K -1,440 Closed
PCMK
1350
Paragon Capital Management (Kansas)
Kansas
-$51K -1,325 Closed

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.