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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
JCM
1376
Jacobi Capital Management
Pennsylvania
$145K -$5.15K -130 -4%
JWM
1377
Janiczek Wealth Management
Colorado
$140K
CI
1378
Cordant Inc
Oregon
$135K +$130K +3,280 New
SFG
1379
Sowa Financial Group
Rhode Island
$135K +$130K +3,290 New
RWG
1380
Regal Wealth Group
California
$130K -$19.6K -495 -14%
APWM
1381
Atlas Private Wealth Management
New York
$126K +$122K +3,070 New
DCM
1382
Disciplina Capital Management
Tennessee
$126K
AIM
1383
Anchor Investment Management
South Carolina
$123K +$2.58K +65 +2%
CB
1384
CNB Bank
Pennsylvania
$119K
ClearBridge Investments
1385
ClearBridge Investments
New York
$113K
RCM
1386
Rain Capital Management
Oregon
$110K -$44.2K -1,115 -29%
PWMG
1387
Prestige Wealth Management Group
New Jersey
$110K -$3.77K -95 -3%
FRA
1388
Front Row Advisors
California
$109K -$396 -10 -0.4%
Barclays
1389
Barclays
United Kingdom
$109K
TCM
1390
TD Capital Management
Tennessee
$108K -$1.19K -30 -1%
HDIM
1391
Hanson & Doremus Investment Management
Vermont
$106K +$16.1K +405 +19%
BA
1392
Ballast Advisors
Minnesota
$101K +$97.1K +2,450 New
DC
1393
DeDora Capital
California
$101K +$97.7K +2,465 New
RP
1394
Rice Partnership
Hawaii
$99K
IA
1395
Independence Advisors
Pennsylvania
$99K +$95.3K +2,405 New
CA
1396
Centerpoint Advisors
Massachusetts
$96K +$81.2K +2,050 +707%
MWP
1397
Meridian Wealth Partners
Pennsylvania
$92K +$88.2K +2,225 New
CQS
1398
Credential Qtrade Securities
$91.6K +$88.2K +2,225 New
FA
1399
Financial Advantage
Maryland
$91K
APW
1400
Acima Private Wealth
Virginia
$89K -$23.8K -600 -22%

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.