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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
RWMH
351
Riverpoint Wealth Management Holdings
Illinois
$6.74M +$38.1K +1,020 +0.6%
First Trust Advisors
352
First Trust Advisors
Illinois
$6.73M +$537K +14,355 +9%
MWM
353
Marietta Wealth Management
Georgia
$6.72M -$835K -22,325 -11%
AWM
354
Avondale Wealth Management
Texas
$6.71M -$2.48M -66,290 -27%
RWP
355
RWA Wealth Partners
Massachusetts
$6.7M -$133K -3,550 -2%
APW
356
Acima Private Wealth
Virginia
$6.67M +$2.38M +63,775 +55%
AWM
357
Altus Wealth Management
Kentucky
$6.64M +$222K +5,940 +3%
TC
358
TAP Consulting
Missouri
$6.64M +$2.02M +54,120 +43%
SIAM
359
Sterling Investment Advisors (Missouri)
Missouri
$6.63M -$116K -3,110 -2%
PWP
360
Personal Wealth Partners
Minnesota
$6.61M -$1.58M -42,280 -19%
IWA
361
Independence Wealth Advisors
Virginia
$6.56M +$17.9K +480 +0.3%
TCM
362
Towercrest Capital Management
Pennsylvania
$6.53M -$849K -22,700 -11%
BG
363
Berry Group
Massachusetts
$6.47M +$140K +3,740 +2%
HH
364
HWG Holdings
Texas
$6.41M -$1.27M -33,845 -16%
William Blair & Company
365
William Blair & Company
Illinois
$6.4M -$185K -4,960 -3%
HA
366
HYA Advisors
Missouri
$6.4M -$26K -695 -0.4%
ANTB
367
AMG National Trust Bank
Colorado
$6.39M -$303K -8,105 -4%
RFO
368
RiverGlades Family Offices
Florida
$6.35M +$30.1K +805 +0.5%
JWBC
369
J.W. Burns & Co
New York
$6.27M -$36.1K -965 -0.6%
PP
370
Palladium Partners
Virginia
$6.26M -$154K -4,125 -2%
MA
371
Montag & Associates
Georgia
$6.25M +$9.72K +260 +0.2%
GPA
372
Guidance Point Advisors
Massachusetts
$6.25M -$295K -7,900 -4%
SG
373
StoneX Group
New York
$6.17M +$837K +22,395 +16%
CWA
374
Clarity Wealth Advisors
California
$6.17M -$70.8K -1,895 -1%
EWM
375
Evercore Wealth Management
New York
$6.15M +$11.8K +315 +0.2%

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.