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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
FWM
401
Frontier Wealth Management
Missouri
$5.11M -$245K -7,375 -5%
GIA
402
GHP Investment Advisors
Colorado
$5.1M +$32.5K +980 +0.7%
PCFFS
403
Pacific Center for Financial Services
California
$5.07M +$206K +6,190 +5%
SLT
404
St Louis Trust
Missouri
$5.06M
SSW
405
Smith Shellnut Wilson
Mississippi
$5.05M -$3.98K -120 -0.1%
CA
406
Centerpoint Advisors
Massachusetts
$5.04M +$4.64M +139,635 +6,525%
APSP
407
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.03M +$17.4K +525 +0.4%
SFG
408
Summit Financial Group
West Virginia
$5M -$76.2K -2,295 -2%
RhumbLine Advisers
409
RhumbLine Advisers
Massachusetts
$4.97M -$12.9M -389,300 -74%
WFA
410
Wellspring Financial Advisors
Ohio
$4.97M +$2.06M +62,165 +80%
FFWA
411
FRG Family Wealth Advisors
Washington
$4.95M -$488K -14,705 -10%
MC
412
Middleton & Co
Massachusetts
$4.93M +$19.9K +600 +0.4%
CT
413
Coastline Trust
Rhode Island
$4.88M -$645K -19,435 -12%
CCM
414
Coldstream Capital Management
Washington
$4.84M -$574K -17,295 -11%
JWM
415
JGP Wealth Management
Oregon
$4.84M -$312K -9,410 -6%
NL
416
NWAM LLC
Washington
$4.78M -$78.5K -2,365 -2%
MAFM
417
Mid Atlantic Financial Management
Pennsylvania
$4.75M -$795K -23,930 -15%
NGA
418
Naples Global Advisors
Florida
$4.74M -$29.7K -895 -0.7%
FCA
419
FLC Capital Advisors
California
$4.64M -$4.14M -124,740 -49%
CAGAS
420
Capital Advisory Group Advisory Services
Minnesota
$4.61M +$4.98K +150 +0.1%
SWM
421
SVA Wealth Management
Wisconsin
$4.6M +$1.51M +45,365 +54%
LAS
422
Lloyd Advisory Services
Georgia
$4.54M +$348K +10,465 +9%
FC
423
Ferris Capital
Massachusetts
$4.53M -$603K -18,155 -12%
FDCDDQ
424
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.52M +$101K +3,055 +2%
HWA
425
Heritage Wealth Advisors
Virginia
$4.51M -$22.9K -690 -0.5%

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.