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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
MWM
326
Marietta Wealth Management
Georgia
$7.24M -$1.93M -58,175 -22%
BOH
327
Bank of Hawaii
Hawaii
$7.23M -$114K -3,435 -2%
USAA
328
United Services Automobile Association
Texas
$7.19M -$58.2M -1,751,765 -91%
RWRC
329
R.W. Roge & Company
New York
$7.19M +$1.42M +42,690 +27%
FNT
330
First Nebraska Trust
Nebraska
$7.16M +$5.59M +168,320 +509%
TCM
331
Towercrest Capital Management
Pennsylvania
$7.08M +$1.18M +35,410 +22%
PMG
332
ProVise Management Group
Florida
$7.07M +$50.6K +1,525 +0.8%
PGWM
333
Parisi Gray Wealth Management
New Jersey
$7.05M +$76.4K +2,300 +1%
GIA
334
Gladstone Institutional Advisory
Florida
$7.04M -$1.6M -48,075 -20%
PBO
335
Peoples Bank (Ohio)
Ohio
$7.03M +$150K +4,525 +2%
ACP
336
Arcus Capital Partners
Georgia
$6.98M -$813K -24,490 -11%
CGA
337
Crescent Grove Advisors
Illinois
$6.91M -$572K -17,230 -8%
TRCT
338
Tower Research Capital (TRC)
New York
$6.84M +$6.39M +192,400 New
AWM
339
Avior Wealth Management
Nebraska
$6.83M +$290K +8,735 +5%
GRP
340
Global Retirement Partners
California
$6.8M -$991K -29,840 -13%
JFGIW
341
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.75M -$3.07M -92,585 -33%
GLLW
342
Graves Light Lenhart Wealth
Virginia
$6.73M +$1.44M +43,450 +30%
NPF
343
Norris Perne & French
Michigan
$6.69M +$899K +27,080 +17%
CFB
344
Cullen/Frost Bankers
Texas
$6.64M +$716K +21,555 +13%
GC
345
Grimes & Company
Massachusetts
$6.63M -$549K -16,530 -8%
WAOI
346
Wealth Advisors of Iowa
Iowa
$6.57M +$6.13M +184,660 New
RWP
347
RWA Wealth Partners
Massachusetts
$6.55M -$4M -120,580 -40%
SIAM
348
Sterling Investment Advisors (Missouri)
Missouri
$6.47M +$318K +9,565 +6%
FMWA
349
Forvis Mazars Wealth Advisors
Missouri
$6.45M -$113K -3,400 -2%
RWMH
350
Riverpoint Wealth Management Holdings
Illinois
$6.43M -$680K -20,480 -10%

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.