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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
WB
1501
Webster Bank
Connecticut
$1K
CWA
1502
Capital Wealth Alliance
Arizona
$1K +$1.19K +30 New
IRC
1503
Investors Research Corp
Georgia
$1K +$1.19K +30 New
PGAM
1504
Princeton Global Asset Management
New Jersey
$748 +$165K +4,170 +30%
LS
1505
Leelyn Smith
Illinois
$85 +$81.4K +2,055 New
SHWM
1506
Silicon Hills Wealth Management
Texas
$35 +$396 +10 New
M&T Bank
1507
M&T Bank
New York
-$66.3M -1,716,085 Closed
UBS AM
1508
UBS AM
Illinois
-$55.4M -1,432,500 Closed
FTIOP
1509
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$20.3M -526,040 Closed
MPW
1510
MA Private Wealth
California
-$5.45M -141,135 Closed
Squarepoint
1511
Squarepoint
New York
-$5.02M -129,825 Closed
GSWM
1512
Golden State Wealth Management
California
-$3.91M -101,270 Closed
UF
1513
Univest Financial
Pennsylvania
-$2.63M -68,165 Closed
EW
1514
Evoke Wealth
California
-$2.02M -52,325 Closed
SHIM
1515
Stone House Investment Management
Pennsylvania
-$1.61M -41,555 Closed
Axa
1516
Axa
France
-$1.54M -39,975 Closed
SWM
1517
Sequoia Wealth Management
Illinois
-$1.53M -39,610 Closed
Citadel Advisors
1518
Citadel Advisors
Florida
-$1.49M -37,565 Closed
GM
1519
GeoWealth Management
Illinois
-$1.41M -36,370 Closed
STA
1520
Summit Trail Advisors
New York
-$1.15M -29,790 Closed
SBA
1521
Secrest Blakey & Associates
North Carolina
-$869K -22,490 Closed
Capital Fund Management (CFM)
1522
Capital Fund Management (CFM)
France
-$595K -15,395 Closed
MC
1523
Martin & Co
Tennessee
-$523K -13,525 Closed
KBC Group
1524
KBC Group
Belgium
-$425K -11,000 Closed
WT
1525
Washington Trust
Rhode Island
-$413K -10,580 Closed

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.