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iShares Core S&P Mid-Cap ETF

1,396 hedge funds and large institutions have $31B invested in iShares Core S&P Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 504 increasing their positions, 638 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more call options, than puts

Call options by funds: $37.4M | Put options by funds: $11.9M

38% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 56

2.24% more ownership

Funds ownership: 353.69%355.92% (+2.2%)

3% more capital invested

Capital invested by funds: $30B → $31B (+$995M)

1% more funds holding

Funds holding: 1,3881,396 (+8)

0% more funds holding in top 10

Funds holding in top 10: 237237 (0)

21% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 638

Holders
1,396
Holders Change
+8
Holders Change %
+0.58%
% of All Funds
28.17%
Holding in Top 10
237
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.78%
New
77
Increased
504
Reduced
638
Closed
56
Calls
$37.4M
Puts
$11.9M
Net Calls
+$25.5M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
251
BSW Wealth Partners
Colorado
$11.9M -$1.34M -35,895 -10%
G
252
GenTrust
Florida
$11.9M -$975K -26,090 -8%
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$11.8M +$272K +7,270 +2%
YIA
254
YHB Investment Advisors
Connecticut
$11.8M +$11.9M +317,120 New
RRC
255
Relaxing Retirement Coach
Massachusetts
$11.7M +$2.51M +67,245 +27%
HI
256
Human Investing
Oregon
$11.7M -$9.7M -259,500 -45%
IA
257
IFP Advisors
Florida
$11.6M -$144K -3,865 -1%
HSWM
258
Hubbell Strickland Wealth Management
Louisiana
$11.6M -$336K -8,985 -3%
AWE
259
Avidian Wealth Enterprises
Texas
$11.4M -$164K -4,375 -1%
HCA
260
Horan Capital Advisors
Ohio
$11.3M +$279K +7,460 +2%
RCAG
261
Rehmann Capital Advisory Group
Michigan
$11.3M -$147K -3,930 -1%
RhumbLine Advisers
262
RhumbLine Advisers
Massachusetts
$11.3M +$6.15M +164,400 +118%
AF
263
Arrow Financial
New York
$11.2M +$82.1K +2,195 +0.7%
Natixis Advisors
264
Natixis Advisors
Massachusetts
$11.2M +$1.09M +29,100 +11%
HI
265
Hudock Inc
Pennsylvania
$10.7M +$250K +6,695 +2%
PGA
266
Portland Global Advisors
Maine
$10.6M +$1.55M +41,395 +17%
PFPT
267
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.5M -$11.8K -315 -0.1%
LA
268
Lynch & Associates
Indiana
$10.5M +$231K +6,190 +2%
MFM
269
Mirsky Financial Management
New York
$10.4M +$32.9K +880 +0.3%
GT
270
Glenmede Trust
Pennsylvania
$10.4M -$162K -4,325 -2%
IAN
271
Integrated Advisors Network
Texas
$10.3M -$658K -17,605 -6%
LIM
272
Leavell Investment Management
Alabama
$10.3M -$934K -24,990 -8%
GG
273
Gofen & Glossberg
Illinois
$10.3M -$1.89M -50,620 -15%
CA
274
Crewe Advisors
Utah
$10.3M +$1.04M +27,790 +11%
QCG
275
Quadrant Capital Group
Ohio
$10.2M +$269K +7,205 +3%

IJH Hedge Fund Activity: Q3 2020 in Review

1,396 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2020, worth a combined $31B — up 3.3% from $30B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IJH positions and 56 closed out — a net gain of 21 holders — while 504 added to existing stakes and 638 trimmed.

The largest buyer was Acorns Advisers, opening a new position worth an estimated $202M. The largest seller was Wells Fargo, cutting an estimated $92M.

  • 1,396 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2020, up from 1,388 in Q2 2020.
  • Funds reported $31B of iShares Core S&P Mid-Cap ETF stock for Q3 2020, up 3.3% quarter-over-quarter.
  • 77 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2020 and 56 closed out, a net change of +21 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2020 was Acorns Advisers, an estimated $202M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2020 was Wells Fargo, an estimated $92M sold.

Based on aggregated 13F filings for Q3 2020.