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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
LIM
251
Leavell Investment Management
Alabama
$10.8M -$1.37M -41,305 -12%
AF
252
Arrow Financial
New York
$10.7M -$108K -3,255 -1%
HCA
253
Horan Capital Advisors
Ohio
$10.6M -$310K -9,325 -3%
IAN
254
Integrated Advisors Network
Texas
$10.5M +$6.56M +197,625 +200%
BFM
255
Boston Financial Management
Massachusetts
$10.5M -$186K -5,615 -2%
FI
256
FormulaFolio Investments
Michigan
$10.4M -$439K -13,225 -4%
CAAS
257
Capital Asset Advisory Services
Michigan
$10.2M +$127K +3,820 +1%
Squarepoint
258
Squarepoint
New York
$10.1M +$4.18M +125,875 +80%
PFPT
259
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.1M +$23.6K +710 +0.3%
GT
260
Glenmede Trust
Pennsylvania
$10.1M -$107K -3,215 -1%
HI
261
Hudock Inc
Pennsylvania
$10M -$8.06M -242,685 -46%
MFM
262
Mirsky Financial Management
New York
$9.96M -$1.78M -53,570 -16%
DCM
263
Dupont Capital Management
Delaware
$9.94M +$3.31M +99,595 +55%
IDA
264
Intelligence Driven Advisers
California
$9.91M +$514K +15,475 +6%
LA
265
Lynch & Associates
Indiana
$9.84M +$278K +8,380 +3%
PA
266
Paracle Advisors
Washington
$9.81M -$100K -3,015 -1%
Natixis Advisors
267
Natixis Advisors
Massachusetts
$9.74M -$13.9M -419,840 -61%
IWMA
268
Ironwood Wealth Management (Arizona)
Arizona
$9.64M +$408K +12,295 +5%
MSA
269
Marino Stram & Associates
Massachusetts
$9.57M -$146K -4,400 -2%
QCG
270
Quadrant Capital Group
Ohio
$9.57M +$556K +16,755 +7%
MBT
271
Montecito Bank & Trust
California
$9.55M -$6.31K -190 -0.1%
RJT
272
Raymond James Trust
Florida
$9.54M +$1.03M +31,005 +13%
SI
273
Stephens Inc
Arkansas
$9.49M -$194K -5,835 -2%
LWA
274
LWS Wealth Advisors
New Jersey
$9.47M +$1.32M +39,730 +18%
WWM
275
Western Wealth Management
Colorado
$9.47M -$287K -8,635 -3%

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.