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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
WCAMG
1401
Woodard & Company Asset Management Group
North Carolina
$88K +$84.6K +2,135 New
ATC
1402
Adirondack Trust Company
New York
$87K +$10.5K +265 +14%
FWM
1403
Focused Wealth Management
New York
$86K -$3.57K -90 -4%
RBC
1404
Roble Belko & Company
Pennsylvania
$86K +$198 +5 +0.2%
EI
1405
Ellevest Inc
New York
$86K +$25.8K +650 +45%
SC
1406
Steph & Co
Wisconsin
$86K +$83.2K +2,100 New
MCM
1407
McMillion Capital Management
North Carolina
$83K
VCM
1408
Vigilant Capital Management
Maine
$82K -$117K -2,945 -60%
HWM
1409
Holloway Wealth Management
Florida
$80K
CMBA
1410
C.M. Bidwell & Associates
Hawaii
$80K +$594 +15 +0.8%
NCM
1411
New Capital Management
Texas
$79K
LB
1412
Legacy Bridge
Iowa
$76K
FMB
1413
Field & Main Bank
Kentucky
$76K +$72.7K +1,835 New
AWM
1414
AllSquare Wealth Management
New York
$74K
TCWM
1415
Total Clarity Wealth Management
Illinois
$73K +$70.5K +1,780 New
HIIFS
1416
Harel Insurance Investments & Financial Services
Israel
$72K
FA
1417
Faithward Advisors
Pennsylvania
$72K +$69.7K +1,760 New
PA
1418
Procyon Advisors
Connecticut
$71K +$68.6K +1,730 New
LJHT
1419
Laurie J. Hall Trustee
$69K +$66.4K +1,675 New
CL
1420
Cabana LLC
Arkansas
$67K +$64.4K +1,625 New
ACA
1421
Aptus Capital Advisors
Alabama
$67K +$64.8K +1,635 New
SFSG
1422
Stearns Financial Services Group
North Carolina
$64K +$14.7K +370 +31%
JHCP
1423
Jackson Hole Capital Partners
Oklahoma
$63K
SFC
1424
SYM Financial Corp
Indiana
$62K +$59.4K +1,500 New
SFA
1425
Stewardship Financial Advisors
Georgia
$61K +$14.9K +375 +34%

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.