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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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$27.5M
AUB
152
Atlantic Union Bankshares
Virginia
$26.8M +$26.6M +693,055 New
CG
153
Colony Group
Massachusetts
$26.6M -$349K -9,085 -1%
AIP
154
Ameritas Investment Partners
Nebraska
$26.5M -$5.22M -135,770 -17%
PWLP
155
Prio Wealth Limited Partnership
Massachusetts
$26.5M +$1.75M +45,595 +7%
FBFS
156
First Business Financial Services
Wisconsin
$26.3M +$645K +16,790 +3%
TCM
157
Twele Capital Management
Minnesota
$25.9M +$938K +24,395 +4%
WSFS
158
Wilmington Savings Fund Society
Delaware
$25.2M -$943K -24,545 -4%
CFIA
159
Cantor Fitzgerald Investment Advisors
New York
$25.2M -$14.1M -366,735 -36%
CAM
160
Chandler Asset Management
California
$24.9M +$7.8M +202,850 +46%
Prudential Financial
161
Prudential Financial
New Jersey
$24.8M +$144K +3,745 +0.6%
AWC
162
Abundance Wealth Counselors
Pennsylvania
$24.7M +$545K +14,190 +2%
AIA
163
Ally Invest Advisors
North Carolina
$24.5M +$3.02M +78,535 +14%
TCOV
164
Trust Company of Vermont
Vermont
$24.2M +$1.15M +30,000 +5%
CPIG
165
Chicago Partners Investment Group
Illinois
$24.1M +$251K +6,525 +1%
RRC
166
Relaxing Retirement Coach
Massachusetts
$24.1M +$51.1K +1,330 +0.2%
NA
167
Nottingham Advisors
New York
$24M +$54.6K +1,420 +0.2%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$24M +$2.58M +67,040 +12%
LP
169
LGL Partners
Pennsylvania
$23.9M -$342K -8,905 -1%
PSUF
170
People's United Financial
Connecticut
$23.6M +$736K +19,145 +3%
W
171
Wealthquest
Ohio
$23.3M +$909K +23,660 +4%
MA
172
MCF Advisors
Kentucky
$22.7M -$1.54K -40 -0%
WIP
173
Wellesley Investment Partners
Massachusetts
$22.3M +$101K +2,620 +0.5%
FNT
174
First National Trust
Pennsylvania
$21.6M -$1.53M -39,910 -7%
FLPIM
175
F.L. Putnam Investment Management
Massachusetts
$21.6M +$7.44M +193,725 +53%

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.