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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
BOS
151
Bank of Stockton
California
$29.8M -$1.15M -28,965 -4%
AUB
152
Atlantic Union Bankshares
Virginia
$29.7M +$1.17M +29,555 +4%
PWLP
153
Prio Wealth Limited Partnership
Massachusetts
$29.7M +$1.44M +36,350 +5%
TCM
154
Twele Capital Management
Minnesota
$29.7M +$1.96M +49,390 +7%
CPIG
155
Chicago Partners Investment Group
Illinois
$29.2M +$3.04M +76,795 +12%
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$29.1M +$3.44M +86,895 +14%
PI
157
Pachira Investments
California
$29M -$539K -13,600 -2%
FBFS
158
First Business Financial Services
Wisconsin
$28.1M +$117K +2,950 +0.4%
FLPIM
159
F.L. Putnam Investment Management
Massachusetts
$28M +$4.88M +123,070 +22%
CG
160
Colony Group
Massachusetts
$28M -$400K -10,105 -1%
AIP
161
Ameritas Investment Partners
Nebraska
$27.6M -$628K -15,850 -2%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$27.5M
WSFS
163
Wilmington Savings Fund Society
Delaware
$27.2M +$332K +8,390 +1%
AWC
164
Abundance Wealth Counselors
Pennsylvania
$27M +$645K +16,285 +3%
Prudential Financial
165
Prudential Financial
New Jersey
$26.8M +$354K +8,930 +1%
PSUF
166
People's United Financial
Connecticut
$26.6M +$1.38M +34,800 +6%
CAM
167
Chandler Asset Management
California
$26.6M +$55.5K +1,400 +0.2%
CFIA
168
Cantor Fitzgerald Investment Advisors
New York
$26.6M -$302K -7,615 -1%
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
$26.2M +$6.66M +167,955 +36%
LP
170
LGL Partners
Pennsylvania
$25.9M +$418K +10,540 +2%
TCOV
171
Trust Company of Vermont
Vermont
$25.8M +$23.8K +600 +0.1%
RRC
172
Relaxing Retirement Coach
Massachusetts
$25.5M -$91.9K -2,320 -0.4%
CAN
173
Cetera Advisor Networks
California
$25.5M -$12.1M -305,185 -33%
NA
174
Nottingham Advisors
New York
$25.5M +$82.2K +2,075 +0.3%
DWA
175
Divergent Wealth Advisors
Utah
$25.2M -$5.29M -133,575 -18%

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.