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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
DT
276
Daniels + Tansey
Delaware
$10.1M +$10.2M +271,620 New
RJT
277
Raymond James Trust
Florida
$10.1M +$114K +3,060 +1%
SIA
278
Soltis Investment Advisors
Utah
$10M +$629K +16,830 +7%
BFM
279
Boston Financial Management
Massachusetts
$10M -$973K -26,015 -9%
KFS
280
Kelly Financial Services
Massachusetts
$9.96M +$6.4M +171,195 +175%
SI
281
Stephens Inc
Arkansas
$9.85M -$36.8K -985 -0.4%
SW
282
SVB Wealth
Massachusetts
$9.81M +$624K +16,685 +7%
1SB
283
1ST Source Bank
Indiana
$9.77M -$43.4K -1,160 -0.4%
BAMG
284
Brand Asset Management Group
Missouri
$9.7M -$83.4K -2,230 -0.8%
PA
285
Paracle Advisors
Washington
$9.67M -$556K -14,870 -5%
IWMA
286
Ironwood Wealth Management (Arizona)
Arizona
$9.64M
AMG
287
Asset Management Group
Connecticut
$9.62M -$13.5K -360 -0.1%
WIP
288
Wellesley Investment Partners
Massachusetts
$9.59M -$24.7K -660 -0.3%
LSERS
289
Louisiana State Employees Retirement System
Louisiana
$9.57M +$355K +9,500 +4%
CAAS
290
Capital Asset Advisory Services
Michigan
$9.56M -$224K -6,000 -2%
WWM
291
Western Wealth Management
Colorado
$9.55M -$319K -8,530 -3%
SAG
292
Spotlight Asset Group
Illinois
$9.54M +$153K +4,085 +2%
LWA
293
LWS Wealth Advisors
New Jersey
$9.48M -$397K -10,630 -4%
OWA
294
One Wealth Advisors
California
$9.43M +$481K +12,870 +5%
MBT
295
Montecito Bank & Trust
California
$9.42M -$532K -14,230 -5%
MCG
296
MACRO Consulting Group
New Jersey
$9.4M -$91.4K -2,445 -1%
GW
297
GW & Wade
Massachusetts
$9.39M +$51K +1,365 +0.5%
MSA
298
Marino Stram & Associates
Massachusetts
$9.38M -$531K -14,215 -5%
B
299
Bailard
California
$9.36M -$94.8K -2,535 -1%
ACP
300
Arcus Capital Partners
Georgia
$9.26M +$2M +53,625 +27%

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.