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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
EAM
1451
Eukles Asset Management
Ohio
$35K -$11.9K -300 -26%
TI
1452
tru Independence
Oregon
$35K +$48.5K +1,225 New
RMC
1453
Resources Management Corp
Connecticut
$33K
KPW
1454
Kore Private Wealth
New York
$30K +$28.9K +730 New
LWM
1455
Lionsbridge Wealth Management
Florida
$29K +$28.7K +725 New
WB
1456
West Bancorporation
Iowa
$27K +$25.6K +645 New
LPWM
1457
Lake Point Wealth Management
Texas
$26K +$25K +630 New
First Manhattan
1458
First Manhattan
New York
$25K +$9.12K +230 +58%
RFM
1459
Royal Fund Management
Florida
$24K
SIS
1460
Sound Income Strategies
Florida
$24K
ADL
1461
Asset Dedication LLC
California
$23K -$991 -25 -4%
LFG
1462
Larson Financial Group
Missouri
$22K +$6.34K +160 +44%
LGWM
1463
Litman Gregory Wealth Management
California
$21K
CWP
1464
CFM Wealth Partners
Texas
$21K +$19.8K +500 New
CCMW
1465
Cypress Capital Management (Wyoming)
Wyoming
$19K
RE
1466
RBC Europe
United Kingdom
$18.7K
BBA
1467
Braun-Bostich & Associates
Pennsylvania
$17K +$16.2K +410 New
MSFP
1468
Mark Sheptoff Financial Planning
Connecticut
$16K
TCM
1469
Tradewinds Capital Management
Washington
$15K
FCMT
1470
Founders Capital Management (Texas)
Texas
$15K +$198 +5 +1%
ACM
1471
Anfield Capital Management
California
$15K +$14.3K +360 New
FWM
1472
Filbrandt Wealth Management
Wisconsin
$15K +$14.5K +365 New
AP
1473
Atwood & Palmer
Missouri
$14K
SCA
1474
Stonebridge Capital Advisors
Minnesota
$14K
WFMPM
1475
Woodley Farra Manion Portfolio Management
Indiana
$12K +$11.3K +285 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.