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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
W
176
Wealthquest
Ohio
$25.1M +$271K +6,840 +1%
WTC
177
WhitTier Trust Company
Nevada
$24.9M +$2.94M +74,105 +14%
VCM
178
Vision Capital Management
Oregon
$24.3M +$2.55M +64,235 +12%
PA
179
Planning Alternatives
Michigan
$24.1M +$1.17M +29,580 +5%
WAS
180
Wealth Advisory Solutions
Indiana
$24M +$23.1M +581,890 New
RhumbLine Advisers
181
RhumbLine Advisers
Massachusetts
$23.5M +$11.7M +294,015 +107%
WIP
182
Wellesley Investment Partners
Massachusetts
$23.3M -$413K -10,430 -2%
MA
183
MCF Advisors
Kentucky
$23.1M -$1M -25,340 -4%
IWC
184
Integrated Wealth Concepts
Massachusetts
$22.9M +$9.48M +239,285 +75%
RMDI
185
R.M. Davis Inc
Maine
$22.9M +$1.15M +29,055 +6%
LSERS
186
Louisiana State Employees Retirement System
Louisiana
$22.8M +$5.41M +136,500 +33%
FNT
187
First National Trust
Pennsylvania
$22.8M -$266K -6,710 -1%
QI
188
QS Investors
New York
$22.7M +$1.05M +26,430 +5%
PAS
189
Park Avenue Securities
New York
$22.7M +$481K +12,145 +2%
GBT
190
Grove Bank & Trust
Florida
$22.2M +$828K +20,890 +4%
GLA
191
Good Life Advisors
Pennsylvania
$22.1M +$83.6K +2,110 +0.4%
SIA
192
Soltis Investment Advisors
Utah
$21.7M +$20.9M +526,715 New
MSA
193
Mason Street Advisors
Wisconsin
$21.6M -$19M -478,250 -48%
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$21.5M +$378K +9,540 +2%
SWMG
195
Strategic Wealth Management Group
Maryland
$21.4M +$241K +6,070 +1%
GFS
196
GYL Financial Synergies
Connecticut
$21.3M +$998K +25,180 +5%
SFS
197
Summit Financial Strategies
Ohio
$21M -$208K -5,255 -1%
RIS
198
Retirement Income Solutions
Michigan
$20.9M +$7.62M +192,260 +61%
IOOF
199
Independent Order of Foresters
Ontario, Canada
$20.9M
Macquarie Group
200
Macquarie Group
Australia
$20.9M +$20.1M +507,500 New

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.