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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
Wells Fargo
1
Wells Fargo
California
$3.79B -$159M -3,999,690 -4%
Bank of America
2
Bank of America
North Carolina
$2.91B +$70.3M +1,774,165 +3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.73B +$90.7M +2,288,155 +6%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.59B +$81.6M +2,059,430 +6%
Morgan Stanley
5
Morgan Stanley
New York
$1.17B +$8.19M +206,745 +0.7%
LPL Financial
6
LPL Financial
California
$1.12B +$33.1M +834,540 +3%
BlackRock
7
BlackRock
New York
$1.1B -$18.5M -467,140 -2%
UBS Group
8
UBS Group
Switzerland
$972M -$35.6M -897,370 -4%
Financial Engines Advisors
9
Financial Engines Advisors
California
$861M -$9.33M -235,440 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$855M +$180M +4,553,095 +28%
Ameriprise
11
Ameriprise
Minnesota
$710M -$1.28M -32,305 -0.2%
JP Morgan Chase
12
JP Morgan Chase
New York
$686M -$40.5M -1,022,280 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$681M +$47.1M +1,189,545 +8%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$654M +$40.5M +1,022,670 +7%
RJA
15
Raymond James & Associates
Florida
$597M +$16.9M +426,255 +3%
Northern Trust
16
Northern Trust
Illinois
$565M +$16.8M +425,085 +3%
CCA
17
Catalyst Capital Advisors
New York
$438M -$25.2M -635,425 -6%
MRC
18
Millburn Ridgefield Corp
New York
$438M -$25.2M -635,425 -6%
KeyBank National Association
19
KeyBank National Association
Ohio
$423M -$9.18M -231,715 -2%
Creative Planning
20
Creative Planning
Kansas
$415M -$7.89M -199,050 -2%
FCAS
21
First Command Advisory Services
Texas
$407M +$1.56M +39,425 +0.4%
VA
22
Valmark Advisers
Ohio
$342M -$11.6M -292,685 -3%
Truist Financial
23
Truist Financial
North Carolina
$338M +$188M +4,739,310 +136%
Goldman Sachs
24
Goldman Sachs
New York
$336M +$14.1M +355,250 +5%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$313M

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.