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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
N
376
Natixis
France
$6.13M +$689K +18,425 +13%
AWM
377
Avior Wealth Management
Nebraska
$6.11M -$1.01M -27,110 -14%
Susquehanna International Group
378
Susquehanna International Group
Pennsylvania
$6.11M -$2.84M -75,885 -32%
MG
379
Mather Group
Illinois
$6.09M +$6.14M +164,335 New
HF
380
Halpern Financial
Virginia
$6.07M +$508K +13,600 +9%
UWPG
381
Ullmann Wealth Partners Group
Florida
$6.07M -$149K -3,980 -2%
P
382
&Partners
Tennessee
$6.06M +$1.85M +49,560 +43%
AA
383
Argent Advisors
Louisiana
$5.93M +$279K +7,475 +5%
PFA
384
Pettinga Financial Advisors
Indiana
$5.92M -$259K -6,935 -4%
RSVP
385
Ramsay Stattman Vela & Price
Colorado
$5.9M +$87.9K +2,350 +1%
BBNA
386
Bremer Bank National Association
Minnesota
$5.89M +$102K +2,725 +2%
Prudential Financial
387
Prudential Financial
New Jersey
$5.85M -$373K -9,990 -6%
LAS
388
Lloyd Advisory Services
Georgia
$5.85M +$1.13M +30,120 +24%
KTC
389
Kistler-Tiffany Companies
Pennsylvania
$5.77M -$37.9K -1,015 -0.6%
CIBC World Market
390
CIBC World Market
Ontario, Canada
$5.71M +$22.1K +590 +0.4%
IA
391
IFG Advisory
Georgia
$5.71M -$594K -15,900 -9%
MCM
392
Magnolia Capital Management
New York
$5.71M +$28K +750 +0.5%
PCFFS
393
Pacific Center for Financial Services
California
$5.69M +$410K +10,975 +8%
EWA
394
Exencial Wealth Advisors
Oklahoma
$5.67M +$275K +7,350 +5%
GRP
395
Global Retirement Partners
California
$5.63M -$1.47M -39,305 -21%
ABC
396
Associated Banc-Corp
Wisconsin
$5.6M -$23.6K -630 -0.4%
BOTW
397
Bank of the West
California
$5.53M -$665K -17,785 -11%
ACM
398
Armbruster Capital Management
New York
$5.5M -$516K -13,815 -9%
BCI
399
Brinker Capital Investments
Pennsylvania
$5.49M +$5.3M +141,755 +2,211%
GA
400
GFS Advisors
Texas
$5.49M +$1.71M +45,870 +45%

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.