We are live on ! Find out more
IJH icon

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
1SB
276
1ST Source Bank
Indiana
$9.42M -$1.12M -33,675 -11%
BAMG
277
Brand Asset Management Group
Missouri
$9.39M +$630K +18,960 +8%
AMG
278
Asset Management Group
Connecticut
$9.25M +$74.9K +2,255 +0.9%
TPCW
279
TD Private Client Wealth
New York
$9.24M -$2.5M -75,255 -22%
WIP
280
Wellesley Investment Partners
Massachusetts
$9.23M -$5.72M -172,220 -40%
OPS
281
Orion Portfolio Solutions
Nebraska
$9.21M +$637K +19,175 +8%
B
282
Bailard
California
$9.07M -$310K -9,340 -4%
CS
283
Credit Suisse
Switzerland
$9.04M +$6.5M +195,840 +335%
SIA
284
Soltis Investment Advisors
Utah
$9.02M -$23.1K -695 -0.3%
SAG
285
Spotlight Asset Group
Illinois
$9.01M +$206K +6,210 +3%
GW
286
GW & Wade
Massachusetts
$8.96M -$529K -15,940 -6%
MCG
287
MACRO Consulting Group
New Jersey
$8.91M -$142K -4,270 -2%
NFG
288
Next Financial Group
Texas
$8.91M +$1.61M +48,595 +24%
RRC
289
Relaxing Retirement Coach
Massachusetts
$8.87M -$3.99M -120,070 -33%
CA
290
Crewe Advisors
Utah
$8.86M +$656K +19,755 +9%
LSERS
291
Louisiana State Employees Retirement System
Louisiana
$8.85M -$10.8M -326,000 -57%
SW
292
SVB Wealth
Massachusetts
$8.82M -$38.5M -1,158,485 -82%
AWM
293
Avondale Wealth Management
Texas
$8.79M -$93.6K -2,820 -1%
AAS
294
Avantax Advisory Services
Texas
$8.77M -$135K -4,055 -2%
TCBWMS
295
Texas Capital Bank Wealth Management Services
Texas
$8.69M -$1.44M -43,420 -15%
PGA
296
Portland Global Advisors
Maine
$8.68M +$780K +23,495 +11%
DCM
297
DeGreen Capital Management
Arizona
$8.66M +$379K +11,405 +5%
NA
298
NewEdge Advisors
Louisiana
$8.66M +$256K +7,710 +3%
NC
299
NewSquare Capital
Pennsylvania
$8.66M -$684K -20,600 -8%
WHG
300
Westwood Holdings Group
Texas
$8.66M +$2.27M +68,335 +39%

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.