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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
PAI
1426
Pittenger & Anderson Inc
Nebraska
$60K
AWA
1427
Arkadios Wealth Advisors
Georgia
$58.6K +$55.3K +1,395 New
GFPC
1428
Global Financial Private Capital
Florida
$58K -$22.2K -560 -28%
MCM
1429
Manchester Capital Management
Vermont
$57K -$1.62M -40,935 -97%
PCA
1430
Peddock Capital Advisors
Massachusetts
$57K -$218K -5,495 -80%
NSB
1431
Norway Savings Bank
Maine
$57K +$4.76K +120 +10%
WEC
1432
Winslow Evans & Crocker
Massachusetts
$54K -$31.7K -800 -39%
GG
1433
Gleason Group
Kentucky
$53K +$51.3K +1,295 New
MWA
1434
Moser Wealth Advisors
Washington
$52K +$50.5K +1,275 New
DAM
1435
Delta Asset Management
Tennessee
$51K
APC
1436
Aspire Private Capital
North Carolina
$49K +$3.37K +85 +8%
WWM
1437
Willingdon Wealth Management
North Carolina
$47K
SMG
1438
Spectrum Management Group
Indiana
$46K +$37.3K +940 +553%
BRC
1439
Bell Rock Capital
Delaware
$43K -$14.5K -365 -26%
VCM
1440
Versant Capital Management
Arizona
$43K +$7.93K +200 +24%
FPB
1441
First PREMIER Bank
South Dakota
$41K
KC
1442
Knuff & Co
California
$41K
MRCM
1443
M&R Capital Management
New Jersey
$41K
WOC
1444
West Oak Capital
California
$41K
BAM
1445
Bellevue Asset Management
Washington
$41K +$39.6K +1,000 New
CICI
1446
Capital Investment Counsel Inc
North Carolina
$38K
MF
1447
Manchester Financial
California
$38K +$36.7K +925 New
TWP
1448
TFO Wealth Partners
Ohio
$38K +$37.3K +940 New
IBOK
1449
Independence Bank of Kentucky
Kentucky
$37K
CFG
1450
Capstone Financial Group
Oklahoma
$37K +$35.9K +905 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.