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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
FI
126
FormulaFolio Investments
Michigan
$36.9M -$36.8M -929,330 -51%
CIA
127
Capital Investment Advisors
Georgia
$36.5M -$1.01M -25,460 -3%
FHB
128
First Hawaiian Bank
Hawaii
$36M +$989K +24,950 +3%
1832 Asset Management
129
1832 Asset Management
Ontario, Canada
$35.7M -$27.5M -693,000 -45%
Rafferty Asset Management
130
Rafferty Asset Management
New York
$35.6M +$34.3K +865 +0.1%
BFA
131
Beaumont Financial Advisors
Massachusetts
$35.3M +$541K +13,660 +2%
FHA
132
First Horizon Advisors
Tennessee
$35.1M -$453K -11,430 -1%
MFG
133
Magnus Financial Group
New York
$34.7M +$3.98M +100,395 +14%
DT
134
Diversified Trust
Tennessee
$34.1M -$346K -8,735 -1%
AF
135
Affiance Financial
Minnesota
$33.9M +$478K +12,070 +1%
BSB
136
Bangor Savings Bank
Maine
$33.8M +$1.07M +27,105 +3%
SPC
137
Sigma Planning Corp
Michigan
$33.6M +$844K +21,295 +3%
TC
138
Telemus Capital
Michigan
$33.6M -$719K -18,140 -2%
SWP
139
Stratos Wealth Partners
Ohio
$33.5M +$352K +8,880 +1%
SOMRS
140
State of Michigan Retirement System
Michigan
$32.6M -$376K -9,500 -1%
WI
141
Wintrust Investments
Illinois
$32.5M -$49.1K -1,240 -0.2%
IAA
142
Independent Advisor Alliance
North Carolina
$32.4M +$29.2M +735,580 +1,436%
GIM
143
Goelzer Investment Management
Indiana
$32.1M +$1.01M +25,415 +3%
JFA
144
JNBA Financial Advisors
Minnesota
$31.8M -$699K -17,645 -2%
LRIA
145
Leonard Rickey Investment Advisors
Washington
$31.3M +$1.12M +28,280 +4%
HFS
146
HBC Financial Services
Washington
$30.7M +$29.7M +749,935 New
AIA
147
Ally Invest Advisors
North Carolina
$30.6M +$4.33M +109,255 +17%
Fiera Capital (Canada)
148
Fiera Capital (Canada)
Quebec, Canada
$30.6M +$83.8K +2,115 +0.3%
AWM
149
AE Wealth Management
Kansas
$30.1M +$14.8M +374,035 +105%
EDRH
150
Edmond de Rothschild Holding
Switzerland
$30.1M -$1.11M -27,970 -4%

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.