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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
HWA
1476
HCR Wealth Advisors
California
$12K +$11.9K +300 New
CHAM
1477
Clear Harbor Asset Management
Connecticut
$10.7K +$10.3K +260 New
FWM
1478
FSA Wealth Management
Massachusetts
$10K +$9.91K +250 New
FMP
1479
Financial Management Professionals
Texas
$9K
ME
1480
McIlrath & Eck
Washington
$9K
TFA
1481
Toth Financial Advisory
Virginia
$9K +$9.12K +230 New
BL
1482
Balentine LLC
Georgia
$8K
BC
1483
Barnett & Company
Tennessee
$8K
EWM
1484
Edge Wealth Management
New York
$8K
RFA
1485
Reilly Financial Advisors
California
$8K
WC
1486
Westwind Capital
New Mexico
$7K +$6.54K +165 New
PK
1487
Pflug Koory
Nebraska
$6K
VCS
1488
Vaughan & Co Securities
New Jersey
$4.12K +$3.96K +100 New
AIM
1489
Arcadia Investment Management
Michigan
$4K
CFN
1490
Cordasco Financial Network
Florida
$4K
TFA
1491
Tobias Financial Advisors
Florida
$4K +$4.36K +110 New
NDSI
1492
Newman Dignan & Sheerar Inc
Rhode Island
$3.37K -$71.3K -1,800 -2%
LWM
1493
Lenox Wealth Management
Ohio
$3K
LWA
1494
Lowe Wealth Advisors
Maryland
$3K
KWM
1495
Keebeck Wealth Management
Illinois
$3K +$2.97K +75 New
SWA
1496
Sutton Wealth Advisors
Florida
$2.26K
CI
1497
CX Institutional
Indiana
$2K -$13.3K -335 -85%
CA
1498
CXI Advisors
Indiana
$2K +$2.38K +60 New
FCH
1499
Freestone Capital Holdings
Washington
$1.03K +$443K +11,190 +81%
CCM
1500
Cribstone Capital Management
Maine
$1K

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.