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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
HC
1326
Hamilton Capital
Ohio
$230K +$222K +5,595 New
VAG
1327
VisionPoint Advisory Group
Texas
$229K -$102K -2,580 -32%
HA
1328
Harborview Advisors
Maine
$226K +$1.39K +35 +0.6%
OBGC
1329
O'Brien Greene & Co
Pennsylvania
$225K +$5.95K +150 +3%
FP
1330
Financial Perspectives
Minnesota
$224K +$215K +5,435 New
SMFS
1331
Squar Milner Financial Services
California
$223K
BFG
1332
Barber Financial Group
Kansas
$223K +$4.56K +115 +2%
ACM
1333
Arlington Capital Management
Illinois
$223K +$215K +5,425 New
PLFAM
1334
Pineno Levin & Ford Asset Management
Virginia
$220K
AWMG
1335
Alliance Wealth Management Group
New Jersey
$220K +$3.77K +95 +2%
CAM
1336
Carret Asset Management
New York
$220K +$212K +5,345 New
BOS
1337
Bingham Osborn & Scarborough
California
$219K -$79.3K -2,000 -27%
HCM
1338
Hall Capital Management
Rhode Island
$219K
AIA
1339
Avalon Investment & Advisory
Texas
$218K +$210K +5,305 New
ACA
1340
Ascension Capital Advisors
Texas
$217K +$209K +5,265 New
BHTS
1341
Bar Harbor Trust Services
Maine
$217K +$209K +5,265 New
IRAG
1342
Investment Research & Advisory Group
Georgia
$216K +$208K +5,245 New
ODCM
1343
Old Dominion Capital Management
Virginia
$215K
AMCA
1344
Arthur M. Cohen & Associates
Illinois
$215K +$793 +20 +0.4%
SMG
1345
Smart Money Group
Texas
$214K +$206K +5,195 New
WA
1346
Wealth Architects
California
$214K +$206K +5,205 New
CPSAC
1347
Chas P. Smith & Associates (CPS)
Florida
$212K -$19.8K -500 -9%
LFA
1348
Landmark Financial Advisors
Kentucky
$212K +$202K +5,085 New
Wealthfront Advisers
1349
Wealthfront Advisers
California
$211K +$203K +5,115 New
CA
1350
Cornerstone Advisory
Maryland
$211K +$203K +5,125 New

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.