We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

1,301 hedge funds and large institutions have $34.8B invested in iShares Core S&P Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 540 increasing their positions, 470 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,079% more call options, than puts

Call options by funds: $242M | Put options by funds: $20.5M

39% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 56

15% more repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 470

2.23% more ownership

Funds ownership: 348.06%350.28% (+2.2%)

1% more funds holding

Funds holding: 1,2891,301 (+12)

1% more funds holding in top 10

Funds holding in top 10: 246248 (+2)

0% less capital invested

Capital invested by funds: $34.9B → $34.8B (-$56.1M)

Holders
1,301
Holders Change
+12
Holders Change %
+0.93%
% of All Funds
28.53%
Holding in Top 10
248
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.81%
% of All Funds
5.44%
New
78
Increased
540
Reduced
470
Closed
56
Calls
$242M
Puts
$20.5M
Net Calls
+$222M
Net Calls Change
+$55.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
126
Capital Investment Advisors
Georgia
$35.3M -$50K -1,300 -0.1%
Mariner
127
Mariner
Kansas
$35.3M +$4.01M +104,305 +13%
Lazard Asset Management
128
Lazard Asset Management
New York
$35.2M -$749K -19,490 -2%
FHA
129
First Horizon Advisors
Tennessee
$33.4M +$921K +23,960 +3%
Rafferty Asset Management
130
Rafferty Asset Management
New York
$33.4M -$1.84M -47,785 -5%
CWM
131
Cahaba Wealth Management
Georgia
$33.1M +$1.96M +51,005 +6%
FHB
132
First Hawaiian Bank
Hawaii
$32.9M +$537K +13,975 +2%
BFA
133
Beaumont Financial Advisors
Massachusetts
$32.6M +$627K +16,325 +2%
DT
134
Diversified Trust
Tennessee
$32.4M +$1.22M +31,655 +4%
TC
135
Telemus Capital
Michigan
$32.3M +$592K +15,400 +2%
AF
136
Affiance Financial
Minnesota
$31.4M -$60.7K -1,580 -0.2%
SWP
137
Stratos Wealth Partners
Ohio
$31.1M +$269K +7,000 +0.9%
SOMRS
138
State of Michigan Retirement System
Michigan
$31M -$769K -20,000 -2%
SPC
139
Sigma Planning Corp
Michigan
$30.8M -$790K -20,550 -3%
BSB
140
Bangor Savings Bank
Maine
$30.6M -$213K -5,530 -0.7%
WI
141
Wintrust Investments
Illinois
$30.5M +$786K +20,460 +3%
JFA
142
JNBA Financial Advisors
Minnesota
$30.5M -$732K -19,050 -2%
EDRH
143
Edmond de Rothschild Holding
Switzerland
$29.4M +$938K +24,395 +3%
GIM
144
Goelzer Investment Management
Indiana
$29.2M +$1.4M +36,425 +5%
BOS
145
Bank of Stockton
California
$29.1M -$1.07M -27,865 -4%
DWA
146
Divergent Wealth Advisors
Utah
$28.9M +$6.09M +158,590 +27%
Fiera Capital (Canada)
147
Fiera Capital (Canada)
Quebec, Canada
$28.7M +$3.16M +82,350 +12%
MFG
148
Magnus Financial Group
New York
$28.7M +$21.9K +570 +0.1%
LRIA
149
Leonard Rickey Investment Advisors
Washington
$28.3M +$267K +6,940 +1%
PI
150
Pachira Investments
California
$27.8M -$115K -2,980 -0.4%

IJH Hedge Fund Activity: Q3 2019 in Review

1,301 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2019, worth a combined $34.8B — down 0.16% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IJH positions and 56 closed out — a net gain of 22 holders — while 540 added to existing stakes and 470 trimmed.

The largest buyer was First Command Advisory Services, adding an estimated $105M. The largest seller was Bank of Montreal, cutting an estimated $211M.

  • 1,301 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2019, up from 1,289 in Q2 2019.
  • Funds reported $34.8B of iShares Core S&P Mid-Cap ETF stock for Q3 2019, down 0.16% quarter-over-quarter.
  • 78 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2019 and 56 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2019 was First Command Advisory Services, an estimated $105M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2019 was Bank of Montreal, an estimated $211M sold.

Based on aggregated 13F filings for Q3 2019.