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iShares Core S&P Mid-Cap ETF

1,388 hedge funds and large institutions have $30B invested in iShares Core S&P Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 477 increasing their positions, 652 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $37.8M | Put options by funds: $14.1M

19% more capital invested

Capital invested by funds: $25.3B → $30B (+$4.72B)

14% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 93

0% more funds holding

Funds holding: 1,3881,388 (0)

1.49% less ownership

Funds ownership: 355.17%353.69% (-1.5%)

2% less funds holding in top 10

Funds holding in top 10: 241237 (-4)

27% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 652

Holders
1,388
Holders Change
Holders Change %
0%
% of All Funds
28.46%
Holding in Top 10
237
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.66%
% of All Funds
4.86%
New
106
Increased
477
Reduced
652
Closed
93
Calls
$37.8M
Puts
$14.1M
Net Calls
+$23.7M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
226
Argent Trust Co
Tennessee
$12.9M -$3.07M -92,445 -20%
CIM
227
CIM Investment Management
Pennsylvania
$12.9M +$2.35M +70,880 +24%
TF
228
Tompkins Financial
New York
$12.9M +$247K +7,435 +2%
JWA
229
JFS Wealth Advisors
Pennsylvania
$12.8M -$897K -27,005 -7%
FWIA
230
Fort Washington Investment Advisors
Ohio
$12.8M +$2.86M +86,190 +31%
CC
231
Courier Capital
New York
$12.7M +$30.2K +910 +0.3%
BWP
232
BSW Wealth Partners
Colorado
$12.7M +$244K +7,360 +2%
PP
233
Pegasus Partners
Wisconsin
$12.6M -$3.25M -97,820 -22%
SIA
234
Sovereign Investment Advisors
Arizona
$12.6M +$950K +28,600 +9%
FBB
235
Fulton Breakefield Broenniman
Maryland
$12.3M +$676K +20,355 +6%
G
236
GenTrust
Florida
$12.3M -$13.4M -404,190 -54%
SB
237
Simmons Bank
Arkansas
$12.3M -$408K -12,295 -3%
SFG
238
StrategIQ Financial Group
Indiana
$12.3M -$447K -13,470 -4%
ZB
239
Zions Bancorporation
Utah
$12.2M +$1.95M +58,585 +21%
CASB
240
Cape Ann Savings Bank
Massachusetts
$11.8M +$11M +331,470 New
NFG
241
Nations Financial Group
Iowa
$11.7M +$283K +8,515 +3%
BA
242
Bristlecone Advisors
Washington
$11.7M +$2.03M +61,005 +23%
CA
243
Cambridge Advisors
Nebraska
$11.7M +$428K +12,875 +4%
GG
244
Gofen & Glossberg
Illinois
$11.7M -$778K -23,435 -7%
HSWM
245
Hubbell Strickland Wealth Management
Louisiana
$11.5M +$169K +5,075 +2%
IA
246
IFP Advisors
Florida
$11.2M +$943K +28,385 +10%
AWE
247
Avidian Wealth Enterprises
Texas
$11.1M +$9.39M +282,620 +960%
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$11.1M -$7.75M -233,405 -43%
RCAG
249
Rehmann Capital Advisory Group
Michigan
$11M -$190K -5,720 -2%
WS
250
Wela Strategies
Georgia
$10.9M -$169K -5,095 -2%

IJH Hedge Fund Activity: Q2 2020 in Review

1,388 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2020, worth a combined $30B — up 19% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new IJH positions and 93 closed out — a net gain of 13 holders — while 477 added to existing stakes and 652 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, opening a new position worth an estimated $385M. The largest seller was Wells Fargo, cutting an estimated $464M.

  • 1,388 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $30B of iShares Core S&P Mid-Cap ETF stock for Q2 2020, up 19% quarter-over-quarter.
  • 106 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2020 and 93 closed out, a net change of +13 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2020 was Municipal Employees' Retirement System of Michigan, an estimated $385M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2020 was Wells Fargo, an estimated $464M sold.

Based on aggregated 13F filings for Q2 2020.