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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
ISWM
326
Independent Solutions Wealth Management
New York
$7.95M -$236K -6,310 -3%
JFGIW
327
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.95M +$927K +24,785 +13%
BOH
328
Bank of Hawaii
Hawaii
$7.92M +$383K +10,235 +5%
CNC
329
Citizens & Northern Corp
Pennsylvania
$7.84M +$27.7K +740 +0.4%
MA
330
MUFG Americas
New York
$7.81M -$77K -2,060 -1%
NPF
331
Norris Perne & French
Michigan
$7.81M +$842K +22,535 +12%
WCM
332
Windsor Capital Management
Arizona
$7.81M -$419K -11,205 -5%
ST
333
Smithfield Trust
Pennsylvania
$7.62M +$1.05M +28,175 +16%
TCBWMS
334
Texas Capital Bank Wealth Management Services
Texas
$7.61M -$1.46M -38,970 -16%
NFG
335
Next Financial Group
Texas
$7.45M -$1.85M -49,435 -20%
CFA
336
Carroll Financial Associates
North Carolina
$7.44M -$569K -15,225 -7%
PMG
337
ProVise Management Group
Florida
$7.34M -$23.7K -635 -0.3%
GIA
338
Gladstone Institutional Advisory
Florida
$7.32M -$17.6K -470 -0.2%
RWRC
339
R.W. Roge & Company
New York
$7.3M -$736K -19,695 -10%
PBO
340
Peoples Bank (Ohio)
Ohio
$7.28M -$46.7K -1,250 -0.6%
CA
341
Centerpoint Advisors
Massachusetts
$7.07M +$1.83M +48,875 +34%
CIC
342
Cornercap Investment Counsel
Georgia
$7.01M +$7.07M +189,130 New
AA
343
Ancora Advisors
Ohio
$6.93M +$258K +6,900 +4%
PGWM
344
Parisi Gray Wealth Management
New Jersey
$6.9M -$458K -12,255 -6%
CFB
345
Cullen/Frost Bankers
Texas
$6.89M -$35.7K -955 -0.5%
GC
346
Grimes & Company
Massachusetts
$6.83M -$74.4K -1,990 -1%
Citadel Advisors
347
Citadel Advisors
Florida
$6.82M +$6.87M +183,885 New
CGA
348
Crescent Grove Advisors
Illinois
$6.81M -$394K -10,530 -5%
Principal Financial Group
349
Principal Financial Group
Iowa
$6.8M +$632K +16,900 +10%
WI
350
Wintrust Investments
Illinois
$6.77M -$1.49M -39,765 -18%

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.