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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
ANTB
351
AMG National Trust Bank
Colorado
$6.42M +$6M +180,655 New
AA
352
Ancora Advisors
Ohio
$6.4M +$47.3K +1,425 +0.8%
HFA
353
High Falls Advisors
New York
$6.34M -$3.43M -103,300 -37%
William Blair & Company
354
William Blair & Company
Illinois
$6.32M -$309K -9,315 -5%
CAC
355
Certified Advisory Corp
Florida
$6.31M -$965K -29,045 -14%
ST
356
Smithfield Trust
Pennsylvania
$6.31M +$722K +21,730 +14%
GPA
357
Guidance Point Advisors
Massachusetts
$6.28M +$81.2K +2,445 +1%
IWA
358
Independence Wealth Advisors
Virginia
$6.27M +$152K +4,565 +3%
JWCA
359
J.W. Cole Advisors
Florida
$6.19M +$5.78M +174,160 New
AWM
360
Altus Wealth Management
Kentucky
$6.16M +$240K +7,225 +4%
HA
361
HYA Advisors
Missouri
$6.16M -$19.1K -575 -0.3%
PP
362
Palladium Partners
Virginia
$6.15M +$2.87M +86,550 +100%
BG
363
Berry Group
Massachusetts
$6.07M -$1.16M -35,035 -17%
RFO
364
RiverGlades Family Offices
Florida
$6.06M -$832K -25,065 -13%
JWBC
365
J.W. Burns & Co
New York
$6.05M -$64.6K -1,945 -1%
CFGS
366
Concourse Financial Group Securities
Alabama
$6.05M +$135K +4,060 +2%
IA
367
IFG Advisory
Georgia
$6.05M +$502K +15,120 +10%
MA
368
Montag & Associates
Georgia
$5.99M +$2.3M +69,135 +70%
CWA
369
Clarity Wealth Advisors
California
$5.99M -$33.2K -1,000 -0.6%
Prudential Financial
370
Prudential Financial
New Jersey
$5.97M -$35.9M -1,081,540 -87%
UWPG
371
Ullmann Wealth Partners Group
Florida
$5.96M -$2.01M -60,615 -27%
First Trust Advisors
372
First Trust Advisors
Illinois
$5.95M +$2.46M +73,930 +79%
BOTW
373
Bank of the West
California
$5.94M -$1.03M -30,890 -16%
PFA
374
Pettinga Financial Advisors
Indiana
$5.92M -$915K -27,560 -14%
Principal Financial Group
375
Principal Financial Group
Iowa
$5.92M -$1.91M -57,495 -26%

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.