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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
CTA
201
Chesley Taft & Associates
Illinois
$17.1M +$8.65K +225 +0.1%
CS
202
Comerica Securities
Michigan
$17.1M -$77.2K -2,010 -0.5%
G
203
GenTrust
Florida
$17.1M +$546K +14,215 +3%
SPIA
204
Steward Partners Investment Advisory
New York
$16.9M +$1.85M +48,240 +12%
DADC
205
D.A. Davidson & Co
Montana
$16.7M +$1.77M +46,120 +12%
HFA
206
High Falls Advisors
New York
$16.6M +$164K +4,270 +1%
TC
207
Trilogy Capital
California
$16.5M -$1.08M -28,060 -6%
FNBOH
208
First National Bank of Hutchinson
Kansas
$16.4M +$149K +3,870 +0.9%
LSERS
209
Louisiana State Employees Retirement System
Louisiana
$16.1M +$3.55M +92,500 +28%
IA
210
IFP Advisors
Florida
$16M +$16.1M +417,660 New
TCM
211
Traynor Capital Management
Pennsylvania
$15.9M -$331K -8,615 -2%
TA
212
Tiedemann Advisors
New York
$15.7M +$132K +3,425 +0.9%
JWA
213
JFS Wealth Advisors
Pennsylvania
$15.6M -$819K -21,305 -5%
VC
214
Vestor Capital
Illinois
$15.6M +$1.63M +42,320 +12%
PAM
215
Peninsula Asset Management
Florida
$15.6M -$94.2K -2,450 -0.6%
ACM
216
Armbruster Capital Management
New York
$15.2M +$69.4K +1,805 +0.5%
RWP
217
RWA Wealth Partners
Massachusetts
$15.2M -$667K -17,360 -4%
MIAN
218
Mariner Independent Advisor Network
Kansas
$15.2M +$673K +17,525 +5%
FC
219
Fulcrum Capital
Washington
$15.1M +$82.6K +2,150 +0.6%
RWM
220
Ritholtz Wealth Management
New York
$15.1M +$14.6M +380,935 +3,645%
FCBT
221
First Citizens Bank & Trust
North Carolina
$14.9M -$47.3M -1,231,040 -76%
ATC
222
Argent Trust Co
Tennessee
$14.7M -$713K -18,555 -5%
JFGIW
223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.7M +$273K +7,115 +2%
MSL
224
Mackay Shields LLC
New York
$14.6M +$14.5M +378,350 New
FWIA
225
Fort Washington Investment Advisors
Ohio
$14.6M -$1.67M -43,465 -10%

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.