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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
AA
1351
Aufman Associates
Pennsylvania
$210K +$202K +5,100 New
MM
1352
Meridian Management
Arkansas
$210K +$202K +5,100 New
NHC
1353
Nicholas Hoffman & Company
Georgia
$210K +$202K +5,100 New
WCWM
1354
Willow Creek Wealth Management
California
$210K +$202K +5,100 New
VBFG
1355
Vishria Bird Financial Group
Tennessee
$209K -$26K -655 -11%
TC
1356
Trust Company
Kansas
$209K
AssetMark Inc
1357
AssetMark Inc
California
$204K -$10.9K -275 -5%
VR
1358
Viridian RIA
Washington
$204K +$196K +4,950 New
SBIA
1359
Sheaff Brock Investment Advisors
Indiana
$203K +$195K +4,920 New
BF
1360
Blankinship & Foster
California
$201K +$193K +4,870 New
LCM
1361
Liberty Capital Management
Michigan
$201K +$193K +4,880 New
RVPG
1362
Relative Value Partners Group
$201K +$193K +4,880 New
AAA
1363
Adams Asset Advisors
Texas
$201K +$194K +4,900 New
NB
1364
Nicolet Bankshares
Wisconsin
$200K +$193K +4,870 New
MM
1365
Main Management
California
$199K
IIC
1366
Integrated Investment Consultants
Michigan
$197K +$3.33M +83,980 New
HR
1367
Howe & Rusling
New York
$196K
IFWM
1368
Institute for Wealth Management
Colorado
$189K +$182K +4,585 New
PIA
1369
Powell Investment Advisors
Florida
$189K +$182K +4,585 New
GIP
1370
Granite Investment Partners
California
$187K +$83.4K +2,105 +86%
PVH
1371
Psagot Value Holdings
Israel
$185K +$11.1K +280 +7%
TSW
1372
Thompson Siegel & Walmsley
Virginia
$180K -$119K -3,000 -41%
DAC
1373
Dividend Assets Capital
South Carolina
$155K
CLOS
1374
Compagnie Lombard Odier SCmA
Switzerland
$152K
GI
1375
Gradient Investments
Minnesota
$148K +$37.5K +945 +36%

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.