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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
CB
301
Community Bank
New York
$8.65M +$1.95M +58,750 +32%
TCOV
302
Trust Company of Vermont
Vermont
$8.62M -$12.6M -380,685 -61%
PI
303
Pachira Investments
California
$8.59M +$258K +7,780 +3%
OWA
304
One Wealth Advisors
California
$8.59M +$1.23M +36,905 +18%
SMC
305
Smith, Moore & Co
Missouri
$8.57M +$687K +20,685 +9%
Susquehanna International Group
306
Susquehanna International Group
Pennsylvania
$8.56M -$18.8M -565,490 -70%
HF
307
HRT Financial
New York
$8.54M +$7.97M +240,120 New
DADC
308
D.A. Davidson & Co
Montana
$8.43M -$8.88M -267,495 -53%
FPFS
309
First Personal Financial Services
North Carolina
$8.3M -$256K -7,710 -3%
I
310
IberiaBank
Louisiana
$8.19M -$552K -16,625 -7%
NCM
311
Neumann Capital Management
California
$8.18M +$81.4K +2,450 +1%
NAM
312
NTV Asset Management
West Virginia
$8.09M -$1.97M -59,335 -21%
WI
313
Wintrust Investments
Illinois
$7.91M -$13.2M -398,910 -64%
CWAF
314
Core Wealth Advisors (Florida)
Florida
$7.91M -$1.17M -35,165 -14%
C
315
Certuity
Florida
$7.89M -$899K -27,085 -11%
WCM
316
Windsor Capital Management
Arizona
$7.89M -$253K -7,615 -3%
ISWM
317
Independent Solutions Wealth Management
New York
$7.85M -$328K -9,865 -4%
PWP
318
Personal Wealth Partners
Minnesota
$7.84M -$5.49M -165,335 -43%
CFA
319
Carroll Financial Associates
North Carolina
$7.68M -$189K -5,705 -3%
MA
320
MUFG Americas
New York
$7.57M -$1.05M -31,610 -13%
RIS
321
Retirement Income Solutions
Michigan
$7.54M -$2.55M -76,755 -27%
CNC
322
Citizens & Northern Corp
Pennsylvania
$7.5M -$466K -14,030 -6%
LBC
323
Lowe Brockenbrough & Co
Virginia
$7.39M -$649K -19,530 -9%
HH
324
HWG Holdings
Texas
$7.35M +$6.87M +206,735 New
PP
325
PDS Planning
Ohio
$7.3M -$1.16M -34,905 -15%

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.