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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
PA
176
Planning Alternatives
Michigan
$21.5M -$258K -6,710 -1%
KFS
177
Kelly Financial Services
Massachusetts
$21.4M +$1.92M +49,890 +10%
CC
178
Chanos & Company
New York
$20.8M -$21.3M -553,170 -51%
PAS
179
Park Avenue Securities
New York
$20.8M +$20.7M +539,065 New
GLA
180
Good Life Advisors
Pennsylvania
$20.6M -$7.3M -189,930 -26%
WTC
181
WhitTier Trust Company
Nevada
$20.6M +$472K +12,275 +2%
RMDI
182
R.M. Davis Inc
Maine
$20.4M +$1.74M +45,355 +9%
FTIOP
183
Fiduciary Trust International of Pennsylvania
Pennsylvania
$20.3M +$1.31M +34,055 +7%
VCM
184
Vision Capital Management
Oregon
$20.3M +$394K +10,260 +2%
QI
185
QS Investors
New York
$20.3M +$814K +21,175 +4%
GBT
186
Grove Bank & Trust
Florida
$20M +$2.11M +54,825 +12%
SFS
187
Summit Financial Strategies
Ohio
$20M -$296K -7,705 -1%
SWMG
188
Strategic Wealth Management Group
Maryland
$19.8M +$386K +10,035 +2%
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$19.8M +$268K +6,965 +1%
IOOF
190
Independent Order of Foresters
Ontario, Canada
$19.6M
BHWM
191
Bar Harbor Wealth Management
New Hampshire
$19.1M -$292K -7,610 -2%
CA
192
Calton & Associates
Florida
$19.1M +$1.74M +45,300 +10%
GFS
193
GYL Financial Synergies
Connecticut
$19M +$401K +10,440 +2%
CA
194
Clearstead Advisors
Ohio
$18.5M +$78.8K +2,050 +0.4%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$18.1M -$3.35M -87,060 -16%
HI
196
Human Investing
Oregon
$17.7M +$1.85M +48,055 +12%
AFA
197
American Financial Advisors
Georgia
$17.5M +$346K +9,000 +2%
HI
198
Hudock Inc
Pennsylvania
$17.5M +$321K +8,350 +2%
CCM
199
Coldstream Capital Management
Washington
$17.4M +$1.34M +34,820 +8%
BWA
200
BDO Wealth Advisors
Florida
$17.2M +$1.41M +36,695 +9%

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.